交通運(yùn)輸行業(yè)同煤下水煤炭將逐步由秦港轉(zhuǎn)至曹妃甸，預(yù)計(jì)無(wú)礙大秦業(yè)績(jī)

1、目錄索引一、核心觀點(diǎn)及推薦組合.......................................................5二、本周板塊聚焦.............................................................5快遞：“雙十一”快遞量同增25.8%，龍頭市場(chǎng)份額繼續(xù)提升...................................5航空機(jī)場(chǎng)：新一輪票價(jià)市場(chǎng)化啟

2、動(dòng)疊加油價(jià)大幅下跌，關(guān)注航空修復(fù)機(jī)會(huì)...............6海運(yùn)：油運(yùn)運(yùn)價(jià)小幅回升，美線集運(yùn)運(yùn)價(jià)大幅下跌..................................................7三、本周重點(diǎn)新聞.........................................................................................................

3、..8同煤集團(tuán)全部秦皇島下水煤炭業(yè)務(wù)將逐步轉(zhuǎn)至曹妃甸..............................................8德邦快遞推出無(wú)人駕駛貨車(chē).....................................................................................9順豐無(wú)人機(jī)快遞接駁柜正式上市，無(wú)人物流體系更加完善........................

4、...............9京東無(wú)人貨運(yùn)機(jī)成功首飛，三級(jí)航空物流體系關(guān)鍵一環(huán)完成....................................9馬士基將投資大約8000萬(wàn)美元安裝脫硫設(shè)備........................................................10四、本周數(shù)據(jù)跟蹤......................................................

5、......114.1本周市場(chǎng)行情回顧....................................................114.1.1交運(yùn)漲跌幅..........................................................................................114.1.2板塊估值....................................

6、.........................................................114.2行業(yè)數(shù)據(jù)跟蹤.......................................................144.2.1海運(yùn)........................................................................................

7、............144.2.2陸運(yùn)....................................................................................................174.2.3空運(yùn)..........................................................................................

8、..........204.2.4快遞....................................................................................................22風(fēng)險(xiǎn)提示....................................................................252.0%、3.0%、5.1%...........

9、...................................................................................21圖38：10月北京首都、上海浦東、白云、深圳機(jī)場(chǎng)旅客量分別同增：6.0%、4.8%、6.2%、8.3%....................................................................................

10、.....................21圖39：快遞業(yè)務(wù)收入（億元）...........................................................................23圖40：快遞業(yè)務(wù)量（億件）..............................................................................23圖41：快遞分類型收入增速

11、（%）....................................................................23圖42：快遞分類型業(yè)務(wù)量增速（%）...................................................................23圖43：快遞平均單價(jià)增速（元%）.............................................

12、..........................24圖44：快遞分類型單價(jià)增速（%）....................................................................24圖45：2018年，A股快遞單量增速（%）..........................................................24圖46：2018年，A股快遞單價(jià)增速（%）....

13、......................................................24表1：本周（2018.11.1911.23）推薦組合，股價(jià)為2018年11月23日收盤(pán)價(jià)...5表2：10月快遞行業(yè)量?jī)r(jià)數(shù)據(jù).............................................................................6表3：遷曹鐵路分流對(duì)大秦鐵路利潤(rùn)的影響測(cè)算（百萬(wàn)

14、元）.................................8表4：本周海運(yùn)行業(yè)主要指數(shù).............................................................................14表5：主要上市航司與機(jī)場(chǎng)最新業(yè)務(wù)量數(shù)據(jù)同比增速（%）更新.........................22表6：2018年快遞公司單量和份額數(shù)據(jù)..................