The Zhitong Finance App learned that Guojin Securities released a research report saying that from a fundamental point of view, the boom in the transportation sector is closely related to the macro environment. The import and export boom boosts port throughput and cross-border logistics demand, consumer and real estate infrastructure investment supports express delivery and ToB logistics needs, and the restoration of travel demand is driving the recovery of high-speed rail profits at Airlines Airport. At present, we have seen that the basic direction of transportation is improving. With confidence that the policy will boost domestic demand, we recommend two main investment lines in the transportation sector: 1) the inflection point of supply and demand has dropped, and it is recommended to focus on the aviation sector where consumption can be selected; 2) the pattern is improving, domestic demand fixes bullish options, and it is recommended to focus on hazardous chemical logistics, domestic trade transportation, and direct express delivery sectors.

The Zhitong Finance App learned that Guojin Securities released a research report saying that from a fundamental point of view, the boom in the transportation sector is closely related to the macro environment. The import and export boom boosts port throughput and cross-border logistics demand, consumer and real estate infrastructure investment supports express delivery and ToB logistics needs, and the restoration of travel demand is driving the recovery of high-speed rail profits at Airlines Airport. At present, we have seen that the basic direction of transportation is improving. With confidence that the policy will boost domestic demand, we recommend two main investment lines in the transportation sector: 1) the inflection point of supply and demand has dropped, and it is recommended to focus on the aviation sector where consumption can be selected; 2) the pattern is improving, domestic demand fixes bullish options, and it is recommended to focus on hazardous chemical logistics, domestic trade transportation, and direct express delivery sectors.