交通运输行业周报：阿里京东“互通”，淘天即将正式接入进京东物流

Investment Rating - The report maintains a "Buy" rating for the transportation industry, specifically highlighting companies such as Spring Airlines, China Eastern Airlines, and SF Express as part of the recommended portfolio [2][3]. Core Insights - The report emphasizes the integration of Alibaba and JD logistics, with Taobao Tmall set to officially connect with JD logistics by mid-October, enhancing logistics options for merchants [6]. - Weekly data tracking indicates a significant increase in domestic flight volumes and passenger numbers, with a notable recovery in flight operations compared to pre-pandemic levels [7]. - The express delivery sector shows a mixed performance, with a decrease in weekly average collection and delivery volumes, but a year-on-year increase in overall business volume [13][14]. Summary by Sections Weekly Focus (9.22-9.28) - JD logistics will be integrated into Taobao Tmall, providing merchants with more shipping options [6]. Industry Data Tracking (9.22-9.28) Aviation Data Tracking - Domestic flight volume reached 90,232 flights, with an average of 12,890 flights per day, up 4.75% from the previous week [7]. - Domestic passenger volume reached 12.59 million, a 7.09% increase from the previous week [7]. - The average ticket price decreased by 0.91% compared to the previous week [7]. Express Delivery Data Tracking - Weekly average collection volume was approximately 465 million pieces, down 7.79% from the previous week [13]. - Year-to-date average collection volume is about 441 million pieces, reflecting a year-on-year increase of 25.71% [13]. - The express delivery business volume for January to August 2024 showed a year-on-year increase of 22.5% [13]. Recent Key Reports - The report lists several recent key reports focusing on various aspects of the transportation industry, including logistics and aviation strategies for 2024 [51].