智通财经网·2025-12-30 03:59Shipping Industry - The shipping market is experiencing a seasonal downturn, with oil shipping rates under pressure due to the holiday season and geopolitical tensions affecting supply [2] - Despite entering a low season, the oil shipping demand structure is improving, suggesting a potential upward trend in rates [2] - The container shipping market is expected to face significant pressure on rates by 2026 due to ongoing trade risks and the delivery of new capacity [2] Aviation Industry - Domestic passenger flight volumes have increased slightly, with overall and domestic flights up by 1.3% and 1.5% respectively compared to the previous week [3] - The average ticket price for economy class during the upcoming New Year holiday is projected at 597 yuan, reflecting a 1.1% decrease from 2024 but a 6.7% increase from 2025 [3] - The aviation sector is expected to benefit from a recovering domestic economy, with significant potential for earnings growth as supply constraints from aircraft manufacturers persist [3] Express Delivery Industry - The "anti-involution" policy has led to price increases in the express delivery sector, with most regions in China experiencing price hikes since July [4] - The profitability of express delivery companies is expected to improve in Q4 due to these price increases, despite a decline in overall package volume growth [4] - Companies like Zhongtong and Yuantong are outperforming the market, benefiting from a reduced reliance on low-cost packages [4] Investment Recommendations - The company recommends investing in growth-oriented value stocks and cyclical stocks at low price points, including Zhongtong Express, Yuantong Express, China Eastern Airlines, and others [5]