航运行业投资策略报告：贸易摩擦短期扰动，行业有望波动向上

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1、目录报告正文.-4-1、油运行业：前五月延续回暖，关注行业复苏...................................................-4-1.1、运价走势.......................................................................................................-4-1.2、需求端回顾........................................................................

2、...........................-4-1.3、供给端回顾...................................................................................................-6-1.4、油运市场供求预测.......................................................................................-8-2、集运市场：前五月同比回暖，行业有望波动向上..............

3、.............................-9-2.1、运价走势.......................................................................................................-9-2.2、需求端回顾.................................................................................................-10-2.3、供给端回顾...............

4、..................................................................................-13-2.4、集运市场供需预测.....................................................................................-16-3、干散货市场：前五月明显下行，行业有回调压力.........................................-17-3.1、运价走势.................

5、....................................................................................-17-3.2、需求端回顾.................................................................................................-18-3.3、供给端跟踪.........................................................................

6、........................-19-3.4、干散货市场供求预测.................................................................................-21-4、投资建议............................................................................................................-22-5、风险提示..............................

7、..............................................................................-23-图表目录图表1、VLCC-TD3CTCE走势（美元/天）.........................................................-4-图表2、VLCC-TD3CTCE月度均值（美元/天）.................................................-4-图表3、OPEC原油产量（千桶/天）..............

8、........................................