节点：上游（原材料/资源端）位置：上游情绪：利好参考度：8/10
霍尔木兹海峡的重新开放，加之船舶通行量上升，正助力中东地区海运活动复苏，支撑苏伊士运河过境附加费走高。航运流量改善表明，该地区物流中断正逐步缓解。
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