下面是小编为大家整理的国际航线“五个一”政策继续执行，油运运价进一步调整【精选推荐】,供大家参考。
1. .............................................................................................4
2. .......................................................................4 2.1. —— ....................................4 2.1.1. ...................................................................................................................... 4 2.1.2. ............................................................................................................................. 4 2.2. —— 4 GMV
99%
............... 4 2.2.1. ...................................................................................................................... 4 2.2.2. ............................................................................................................................. 5 2.3. —— “ ” 50% ........5 2.3.1. ...................................................................................................................... 5 2.3.2. ............................................................................................................................. 5 2.4. —— V LCC 4
................................................................................. 6 2.4.1. ...................................................................................................................... 6 2.4.2. ............................................................................................................................. 6
3. .........................................................................................6 3.1. 6 “ ” ................................................6 3.2. ................................................................6
4. ......................................................................................7
4.1. ................................................................................................................................7 4.2. ................................................................................................................................7 4.3. ................................................................................................................................8 4.4. ........................................................................................................................8
5. ................................................................................10
6. ........................................................................10
7. ........................................................................12
1 R PK
................................................................................................................................................... 7 2 ............................................................................................................................... 7 3 ........................................................................................................................ 7 4 .............................................................................................................. 7 5 ................................................................................................................. 8 8 ..................................................................................................................... 8 9 ................................................................................................................. 8 10 B DI
................................................................................................................................................................... 8 11 ................................................................................................................... 8 12 ................................................................................................................ 9 13 ......................................................................................................... 9 14 ..................................................................................................... 9 15 ................................................................................................................. 10 16 .......................................................................................................... 10 17 .............................................................................................................. 10 18 ....................................................................................................... 10 19 ....................................................................................................... 10 20 .............................................................................................11 21 ....................................................................................................11 22 ....................................................................................................11 23 ....................................................................................................11 24 ....................................................................................................11 25 ....................................................................................................11 26 2020 21 ................................................................................................ 12 27 2020 21 ................................................................................................ 12 28 ................................................................................................... 13
1 .......................................................................................................................... 13 2 2020-05-23 .................................................................................................. 14
99%
1.
2020
1 + 2 3 REIT s
2.
2.1. —— 2.1.1. 1 2775
5 21 2741.07
0.8%
2 2019 2020
500 500
3 2020 1-4 1477 9% 21%
4 2020 2020 10%
2.1.2.
1 320
320 2 2020 5 1.9%
2.2. —— 4 GM V
2.2.1.
1) A
4 4 88%
50%
2) 2020 3 31 12
6.28 4290
GMV
3 12 GMV
11572 2019 108% 2020 GMV
99%
3)
ToB
2.2.2.
1 2020 4 47.82%
2 2020 5 20 1 40
2.3. —— 2.3.1.
1 6 / / 6 24 /20 /19 5 2 /1 /-1
, : 5 6-7 ; 6 8 ; 7 , 9 ; 2 83 52%
50%
3 737M AX
2.3.2.
1) 4 182.6 56.15% 1-4
50.06% 48.25% 74.3%
64.44%
2) 2020 5 21
30.47%
2.4. 2.4.1.
1 V LCC
TCE 41361 / 25.3% V LCC
Contango
OP EC+
2 4 11.9 4.1% 4 2066
-5.8%
1-4 7584 -7.8% -8.5%
0.7
3
L NG
2.4.2.
1 V LCC
30.77%
206,806.61 2 2020 5 18-19 2020 2020 5 20 10 2.5%
3.
3.1.
6
/ / 6 24 /20 /19 5 2 /1 /-1
3.2.
2775
5 21 2741.07
0.8%
5 6 5 6 5 21 2706 2.58%
6
3 4
4.
4.1.
Wind Wind
4.2.
Wind Wind 1 R PK 2
Wind
4.3.
Wind Wind
4.4.
6 7 8 B DI
9 Wind Wind
Wind Wind 12 Wind
13 14 15 16 17
5.
Wind Wind
Wind
6.
Wind Wind
22 23
Wind Wind
21 20 18 Wind 19 Wind
Wind Wind
24 2020 21 25 2020 21
7.
Wind
Wind
1 + + ” “ ” 3. L NG
8.
EP S
PE 2019A
2020E
2021E
2019A
2020E
2021E
1.
002352 1.31 1.38 1.69 34.35 32.61 26.63
1.
600233 0.53 0.60 0.67 25.58 22.60 20.24
002468 0.92 1.02 1.11 19.98 18.02 16.60
002120 1.19 1.27 1.44 27.28 25.56 22.50
600026 0.09 0.80 0.75 74.60 8.40 8.90
601872 0.41 0.70 0.58 14.34 8.40 10.14 1. V LCC V L O C 2.“ + Wind 26 ” 3.“ + 2. 2.
” “ + “ ”
601006 0.92 0.79 0.93 7.41 8.63 7.33
601816 0.24 0.19 0.26 25.50 32.21 23.54
002010 0.49 0.67 0.70 11.80 8.63 8.26
Wind
2 2020-05-23
2019A
EPS
2020E
2021E
2019A
PE
2020E
2021E
PB
601111.SH
6.73 6.58 -3.4%
0.44 -0.46
0.45 15.0 -
14.6
1.1
600029.SH
5.10 5.10 -0.6%
0.22 -0.24
0.41 23.2 -
12.4
1.1
600115.SH
4.14 4.11 -0.7%
0.20 -0.10
0.40 20.6 -
10.3
1.1
600009.SH
67.09 67.38 -0.2%
2.61 1.36 2.99 25.8 49.5 22.5
4.0
600004.SH
13.67 14.94 8.7% 0.48 0.25 0.68 31.1 59.8 22.0
1.9
000089.SZ 7.70
7.69 -0.1%
0.29 0.11 0.30 26.5 69.9 25.6
1.3
601006.S H
6.93 6.82 -2.3%
0.92 0.79 0.93 7.4 8.6 7.3
0.9
601333.SH
2.30 2.21 -3.9%
0.11 0.10 0.13 20.1 22.1 17.0
0.5
600125.SH
5.38 5.39 0.2% 0.35 0.34 0.40 15.4 15.9 13.5
1.2
600787.SH
4.47 4.45 -3.1%
0.13 -
-
34.2 -
-
0.9
002183.SZ 4.89
4.53 -8.5%
0.04 -
-
113.3 -
-
1.6
002010.SZ 5.91
5.78 -4.4%
0.49 0.67 0.70 11.80 8.63 8.3
1.3
600233.SH
12.80 13.56 7.4% 0.53 0.60 0.67 25.58 22.60 20.2
2.7
002468.SZ 17.32
18.38 0.5% 0.92 1.02 1.11 19.98 18.02 16.6
3.1
002120.SZ 31.62
32.46 -1.3%
1.19 1.27 1.44 27.28 25.56 22.5
5.2
600153.SH
8.67 8.82 -0.2%
1.65 1.77 1.82 5.35 4.98 4.8
0.8
002352.SZ 45.78
45.00 -2.3%
1.31 1.38 1.69 34.35 32.61 26.6
4.7
601919.SH
3.35 3.26 -6.8%
0.55 0.13 0.23 5.93 25.08 14.2
1.1
600026.SH
7.17 6.71 -6.2%
0.09 0.80 0.75 74.6 8.4 8.9
0.9
600428.SH
3.02 2.98 -3.6%
0.05 0.06 0.07 59.6 49.7 42.6
0.7
601872.SH
6.17 5.88 -3.1%
0.41 0.70 0.58 14.3 8.4 10.1
1.5
600717.SH
5.33 5.34 -1.7%
0.30 0.28 0.32 17.8 19.1 16.7
0.7
601000.SH
2.27 2.24 -1.3%
0.3 0.3 0.32 7.5 8.0 7.0
0.8
-
-
“ + + + ”
“323”
600018.SH
4.04 4.01 -2.7%
0.39 0.38 0.42 10.3 10.6 9.5 1.1
601018.SH
3.36 3.35 -4.9%
0.26 0.23 0.25 12.9 14.6 13.4 1.1
600017.SH
2.45 2.46 -1.6%
0.21 0.22 0.23 11.7 11.2 10.7 0.6
600377.SH
10.33 10.16 -2.3%
0.83 0.51 0.91 12.2 19.9 11.2 1.8
002640.SZ
5.59 5.27 -9.1%
-1.74
0.15 0.32 -3.0
35.1 16.5 1.7
603056.SH
10.9 11.95 6.3% 0.34 0.49 0.64 35.1 24.4 18.7 2.9 Wind
推荐访问:国际航线“五个一”政策继续执行，油运运价进一步调整 运价 航线 五个一