The Huatai Securities Research Report said that looking ahead to October, it is recommended to focus on the two core main lines of rising shipping prices and recovering express profits, and allocate passenger transportation boom and high-dividend varieties. On the shipping side, the situation in the Middle East has repeatedly boosted the geopolitical risk premium. Combined with traditional peak seasons, freight rates are expected to continue to rise; in the express delivery side, “anti-internal volume” and peak seasons are expected to jointly drive price increases, and the industry's single-ticket profits and valuations are expected to be repaired. In terms of allocation, the misalignment of the two sections led to the division of the passenger transport boom, leading the performance of railway passenger transport during the National Day holiday; high-dividend highways still have allocation value; at the same time, they are optimistic about the resilience of the air cargo economy and the medium- to long-term improvement in hazardous chemical logistics. Furthermore, current expectations in the air passenger transport sector are low, and the subsequent fall in oil prices may become an important catalyst.

The Huatai Securities Research Report said that looking ahead to October, it is recommended to focus on the two core main lines of rising shipping prices and recovering express profits, and allocate passenger transportation boom and high-dividend varieties. On the shipping side, the situation in the Middle East has repeatedly boosted the geopolitical risk premium. Combined with traditional peak seasons, freight rates are expected to continue to rise; in the express delivery side, “anti-internal volume” and peak seasons are expected to jointly drive price increases, and the industry's single-ticket profits and valuations are expected to be repaired. In terms of allocation, the misalignment of the two sections led to the division of the passenger transport boom, leading the performance of railway passenger transport during the National Day holiday; high-dividend highways still have allocation value; at the same time, they are optimistic about the resilience of the air cargo economy and the medium- to long-term improvement in hazardous chemical logistics. Furthermore, current expectations in the air passenger transport sector are low, and the subsequent fall in oil prices may become an important catalyst.