Yesterday's traffic sector showed strong performance

Yesterday, the transportation sector showed a strong performance, with the overall sector rising by 4.57%. Merchants' vessels reached a daily limit, and Daqin Railway, Guangzhou-Shenzhen Railway, Xining Logistics, China COSCO, and Henderson's stocks all exceeded 5%.

In the context of the broader market shocks, yesterday's funds have begun to deploy transportation stocks, statistics show that yesterday, a total of 21 stocks in the sector showed a large net inflow of funds, accumulating a total of 139,160,100 yuan. Among them, Daqin Railway, China Merchants Steamship, Guangzhou-Shenzhen Railway, China Southern Airlines and other major stocks have net inflows of more than 100 million yuan.

In this regard, analysts said that optimistic about the future trend of the transport sector, mainly the following three major investment logic to support:

First, on January 4, the National Development and Reform Commission liberalized the prices of 24 commodities and services and devolved one pricing authority, including liberalizing domestic civil aviation freight rates and some civil aviation passenger transportation prices. The market generally believes that this measure is conducive to the development of low-cost aviation and has great benefits for the development of regional aviation.

Second, on January 5, the New York Mercantile Exchange's light crude oil futures prices for delivery in February fell by 1.97 dollars in the morning, plunging 3.7% to US$50.71 a barrel, after which oil prices hovered around the edge of US$50 per barrel. At the end of the morning, it fell below the important threshold of US$50 per barrel to US$49.95 per barrel, refreshing the lowest price since April 2009, and then the price of oil rebounded above US$50 to close at US$50.04 per barrel. At present, New York crude oil futures prices have fallen by more than half from the high of US$107 per barrel in June 2014. The relapse of oil prices will effectively reduce the costs of airlines and shipping companies, and will benefit aviation and shipping stocks in the secondary market.

Third, yesterday, the Ministry of Transport formally issued the “Opinions on Accelerating the Development of Modern Shipping Services Industry”, which set the tone for the development of the domestic shipping industry and stated that by 2020, basic functions, high-quality services, high-efficiency and convenience, and orderly competition will be basically formed. Modern shipping service system. The Ministry of Transport’s announcement that this article was issued was considered as a further round of policy for the shipping industry.

From the perspective of investment targets, some analysts have suggested focusing on the relevant beneficiary leaders, including Tielong Logistics, Guangzhou-Shenzhen Railway, Daqin Railway, Shanghai Port Group, Ningbo Port, Air China, China Ocean Shipping, and China Shipping Container Lines.