受地缘冲突、极端气候扰动、全球贸易格局重构等因素叠加影响，今年以来油轮、干散货（合称“油散”）两大细分赛道运价持续走高。多位行业和机构分析人士表示，在需求端结构性增量持续释放、供给端有效运力刚性收紧和船队老龄化、外部扰动常态化的多重支撑下，油散市场传统季节性波动规律已被打破，行业高景气具备更强持续性。（上证报）
航运传统季节性规律被打破，业内看好油散两大细分赛道
其他语言标题
- EnglishThe traditional seasonal patterns in shipping have been disrupted, and industry insiders are optimistic about the two major segments of tanker and dry bulk shipping.
- 한국어해운 전통적 계절성 패턴이 깨지면서, 업계는 유조선과 건화물선 두 대표 세부 분야를 낙관적으로 전망하고 있다.