节点：上游（原材料/资源端）位置：上游情绪：利好参考度：4/10
市场分析显示，干散货铁矿石运费周环比显著上扬，主要受稳定货量、好望角型船市场强劲表现及主要装港船只供给平衡支撑。两大盆地租船市场活跃度提升，船东出价情绪增强，推动成交水平持续走高。超灵便型船运费维持积极态势，受益于商品运输需求稳定及船只供应平衡，但租船方谨慎操作限制涨幅扩大。好望角型船市场情绪保持坚挺，高燃油价格与稳定货物需求构成支撑，尽管亚洲交易因租船谨慎略显低迷，船东对低价的抵制仍使主要铁矿石航线运费获得有效支撑。
布伦特原油期货价格周环比大幅攀升，7月合约5月8日评估价报100.78美元/桶，周涨幅达10.03美元/桶，地缘政治紧张局势升级、供应中断风险加剧及能源市场风险偏好回升为主要驱动因素。同期，燃油价格跟随原油上涨，周环比上涨4...
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