格物致胜预测,2025年全国水路货运量将达101.6亿吨,前三季已完成74.2亿吨,同比+3.7%。2024年基数98.1亿吨,大宗需求提供核心拉力,海洋货运量48.6亿吨、增速6.1%领先。内河船舶数量减少,运力向大型化、专业化调整,运效持续提升。借助格物致胜分航区运力结构数据,可提前识别大型船舶受益环节,跟踪下一轮水运设备升级机会。
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