Group 1: Express Delivery Industry - The express delivery sector is expected to benefit from anti-involution policies, with prices starting to rise since July 2025 due to government measures against low-price and disorderly competition [13][15][20] - In September 2025, major express companies reported a year-on-year increase in single ticket prices, indicating the initial success of the anti-involution policies [24][21] - The express delivery volume is projected to maintain good growth, with a compound annual growth rate of 11.6% from 2023 to 2028 [34][32] Group 2: Oil Transportation Industry - The average age of VLCC (Very Large Crude Carrier) ships reached a historical high of 13 years in August 2025, indicating a need for capacity renewal [52][51] - There is a significant gap between the number of new orders and the required capacity updates, with only 112 VLCCs expected to be delivered by 2029 against a potential scrapping of 319 older vessels [58][56] - Global oil production and consumption are expected to grow in the coming years, which may positively impact oil transportation demand [43][42] Group 3: Aviation Industry - The aviation sector is anticipated to enter a supply-demand resonance cycle, with a projected low growth rate in aircraft supply over the next eight years [71][73] - Most airlines are expected to see good growth in passenger numbers in 2025, with overall load factors remaining high [80][84] - Government policies aimed at promoting consumption and addressing competition in the aviation sector are expected to boost demand in 2026 [90][92]