交通运输行业周报：油轮运价继续回升，快递揽投量稳步增长

Investment Rating - The report maintains a "Recommended" investment rating for the transportation industry [2]. Core Insights - The transportation industry is expected to see continued demand growth in 2025, with a focus on performance-elastic stocks [4]. - The express delivery sector experienced a significant increase in business volume and revenue, with a year-on-year growth of 21.5% in business volume and 13.8% in revenue for 2024 [5][18]. - The report highlights the recovery of oil tanker rates and steady growth in express delivery volumes, indicating a positive outlook for the industry [4]. Summary by Sections Weekly Industry Data Tracking (2025.02.17 - 02.22) - Aviation Data: Domestic flight volume was 95,561 flights, with an average of 13,652 flights per day, down 3.94% week-on-week and 2.25% year-on-year. Domestic passenger volume reached 13.4471 million, down 3.71% week-on-week and 4.88% year-on-year [9][10]. - Express Delivery Data: For the week of 2025.2.10-2025.2.16, the average daily collection volume was approximately 518 million pieces, and the delivery volume was about 553 million pieces, with week-on-week increases of 4.35% and 45.05% respectively [14]. - Shipping Data: The BDI index was 873 points, up 10% week-on-week. The VLCC-TCE rate was $44,366 per day, up 11% week-on-week [46][47]. Recent Key Reports - The report lists several recent key reports, including strategies for the express delivery sector and insights into the oil tanker market, indicating ongoing research and analysis in the transportation industry [52][53]. Recommended Stocks - The report suggests a recommended stock portfolio including companies such as COSCO Shipping Energy, Shandong Hi-Speed, and China Eastern Airlines, among others, indicating a diversified approach to investment in the transportation sector [6].