交通运输行业周报：全球压港推动集装箱运价上涨，暑运出入境机票预订量大幅增长

Investment Rating - The report rates the transportation industry as "Outperform" [1] Core Insights - Global port congestion is driving up container shipping rates, with multiple factors widening the capacity gap [2][15] - The global airline industry is expected to achieve a net profit margin of 3.1% this year, with outbound travel demand surging, leading to a 1.1 times year-on-year increase in inbound and outbound flight bookings [2][16] - The express logistics sector saw a total of 2.654 billion packages handled during the Dragon Boat Festival holiday, with upcoming events like "618" driving additional business growth [2][21] Summary by Sections 1. Industry Hotspot Events - Global port congestion is exacerbated by voyage cancellations, leading to increased container shipping rates. According to Drewry data, 49 voyages were canceled from June 10 to July 14, representing 7% of planned voyages [2][15] - The global airline industry is projected to achieve a 3.1% net profit margin in 2024, with all regions expected to report profits for two consecutive years. Domestic flight bookings for the summer travel season have exceeded 7.5 million, a 32% increase year-on-year [2][16] - During the Dragon Boat Festival holiday, 2.654 billion packages were handled, with express delivery companies adapting to market demands and enhancing service offerings [2][21] 2. High-Frequency Dynamic Data Tracking - Air freight prices have increased year-on-year, with the Shanghai outbound air freight price index at 4808.00 points, up 37.8% year-on-year [22][29] - The container shipping price index has risen, with the Shanghai Export Container Freight Index (SCFI) at 3379.22 points, reflecting a 6.10% week-on-week increase and a 244.87% year-on-year increase [33] - The express logistics sector reported a 22.70% year-on-year increase in business volume in April, with revenue up 18.33% [2][22]