According to the Huatai Securities Research Report, looking ahead to September, the situation in the Middle East will repeatedly approach the peak express delivery season or become the main catalyst for the transportation sector. It is proposed to follow three main lines of layout: flexible oil transportation. Higher geographical risk premiums are compounded by ship supply disruptions, and oil freight rates are expected to rise month-on-month. The low layout is the peak season for express delivery. Local price controls are becoming stricter, and price increases during peak seasons may form a catalyst. Allocate individual stocks with both dividends and growth, and focus on high-growth logistics and undervalued aviation. Aviation valuations and attention are at a relatively low level, waiting to be catalyzed by a fall in oil prices.

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