交通运输行业周报：响应中央号召，多个上市公司开始回购股份

Investment Rating - The report maintains a "Buy" rating for the transportation industry, highlighting specific companies such as Spring Airlines, China Eastern Airlines, and SF Express as part of the recommended investment portfolio [1][2]. Core Insights - The report emphasizes the response of multiple listed companies in the transportation sector to the central government's call for share buybacks, indicating a positive shift in market sentiment and corporate governance [6][9]. - It tracks key industry data, including air travel and express delivery metrics, showing a recovery trend compared to pre-pandemic levels [9][14]. Summary by Sections Weekly Focus (11.03-11.09) - The report discusses the ongoing share buyback initiatives by several companies in the transportation sector, spurred by government policies aimed at enhancing market value [6][7]. Industry Data Tracking (11.03-11.09) - Air Travel Data: Domestic flight volume reached 84,026 flights, with a daily average of 12,004 flights, reflecting a 3.19% decrease from the previous week but still 101.92% of the same period in 2019 [9][10]. - Express Delivery Data: The average daily volume of express deliveries was approximately 567 million pieces, with a year-on-year increase of 19.06% [14][15]. Recent Key Reports - The report includes insights into the performance of major express delivery companies, noting revenue growth and market share dynamics [19][20]. Weekly Perspective and Recommended Portfolio (11.03-11.09) - The report suggests a focus on companies actively engaging in share buybacks and highlights the potential for growth in the express delivery sector, driven by increasing e-commerce activity [6][14].