Group 1 - The A-share market showed mixed performance on December 31, with the cultural media and aerospace military sectors leading the gains [1] - As of 14:45, the transportation ETF (159662.SZ) rose by 0.86%, and China Eastern Airlines increased by 5.64% [1] - Guosheng Securities highlighted a clear investment logic in the transportation sector, noting the long-term positive outlook for the aviation sector, with accelerating growth in international passenger turnover and a narrowing supply-demand gap [1] Group 2 - Factors contributing to the positive outlook include a decrease in oil price levels, a strengthening yuan, and supportive policies, which are expected to lead to ticket price recovery and improved profitability for airlines [1] - In the logistics sector, the overseas shipping lines are benefiting from explosive growth in overseas e-commerce, while leading express companies are seeing both market share and profits increase [1] - The shipping and port sector is also showing potential, with clearer oil shipping cycle logic and a thriving market for LNG transport vessels, as well as opportunities in niche areas like ship coatings [1]
交运ETF(159662.SZ)涨0.86%,中国东航涨5.64%