Guojin Securities released a research report stating that it is recommended to focus on the shipping, air transport, express delivery, aviation, and dividend sectors. Shipping: Oil freight prices have skyrocketed due to geographical disturbances; Ximandou has accelerated volume to drive demand for dry bulk goods. Strong exports have triggered a sharp increase in annual profits, and annual profits are expected to rise sharply, and continue to be recommended; Express delivery: anti-domestic volume institutionalization and normalization, continuous price restoration, volume growth is shifting gears, shareholder return capacity will increase rapidly after the industry's capital expenditure peaks; Aerospace/air transport: Air freight is driven by demand for high-value goods such as AI, and the air transport sector is expected to be maintained and recommended; in terms of air passenger transport, the air transport sector is expected to be maintained and the air transport sector is recommended; in terms of air passenger transport, it is expected that the future boom will be maintained and the air transport sector is recommended. Production capacity is limited by travel parts suppliers, and the aviation industry supply growth rate will slow down in the future Oil prices are a short-term limiting factor for the sector's profits, but the bank believes that this factor has been fully priced, is optimistic about subsequent improvements in supply and demand, and recommends the aviation sector. Dividends: Currently, the dividend rates of major highway, railway and port companies are mostly 3%-5%. Railway passenger and freight volume continues to grow, highway ports remain steady, and dividend sectors are recommended.