交通运输行业周报：美国对伊制裁继续加码，OPEC达成增产共识，油轮板块仍有向上空间

Investment Rating - The report maintains a "Recommended" rating for the transportation industry [1]. Core Insights - The report highlights that U.S. sanctions against Iran are intensifying, and OPEC has reached a consensus to increase production, indicating upward potential for the tanker sector [2][7]. - The express delivery business has shown significant growth, with a year-on-year increase of 21.5% in volume and 13.8% in revenue for 2024 [3][17]. Summary by Sections Weekly Focus - The U.S. government has announced additional sanctions against Iran, targeting several individuals, entities, and vessels involved in Iranian oil exports, including 10 VLCC supertankers [7]. - OPEC has agreed to gradually increase production starting April, aiming to release 2.2 million barrels per day [7]. Industry Data Tracking (2025.03.09 – 03.15) Aviation Data - Domestic flight volume for the week was 84,029 flights, averaging 12,004 flights per day, a slight decrease of 0.10% week-on-week and 0.50% year-on-year [10][11]. - Domestic passenger volume reached 11.43 million, a 0.05% increase week-on-week and a 2.12% increase year-on-year [11]. - The average domestic ticket price decreased by 3.49% week-on-week and 6.31% year-on-year [11]. Express Delivery Data - For the week of March 3-9, the average daily collection volume was approximately 555 million pieces, a week-on-week increase of 3.99% [17]. - Year-to-date (January 1 - March 9), the average daily collection volume was about 495 million pieces, reflecting a year-on-year increase of 36.00% [17]. - In February 2025, the express delivery industry handled 13.59 billion pieces, a year-on-year increase of 58.8% [19]. Shipping Data - The BDI index for dry bulk shipping was 1,517 points, reflecting a week-on-week increase of 20% [50]. - The VLCC-TCE rate was $38,329 per day, a decrease of 3% week-on-week [51]. Recent Key Reports - The report recommends focusing on companies such as COSCO Shipping Energy, Shandong Highway, and China Eastern Airlines, among others, as part of the investment strategy [4].