Key investment points
Market review of transportation service sector this week
1) shenwanyi industry (31): this week (January 3-january 7), the cumulative growth of transportation and social service industries were + 1.90% and + 0.36% respectively, ranking 11th and 14th respectively; The CSI 300 index rose by – 2.01%.
2) Shenwan secondary industry (134): this week (January 3-january 7), the cumulative growth of tourism and scenic spots, airports, hotels, catering and tourism retail was + 3.7%, + 3.1%, + 0.7% and + 0.0% respectively, ranking 23rd, 28th, 54th and 68th respectively.
Covid-19 epidemic tracking
Diagnosis of covid-19 pneumonia: 1) China: from January 2 to January 8, China reported 685 local confirmed cases (1124 last week), mainly in Henan Province (Luoyang City, Zhengzhou City, Xuchang City, Zhoukou City, Shangqiu City, Gushi County, Hua county and Anyang City), Shaanxi Province (Xi’an City, Yan’an City and Xianyang City), Zhejiang Province (Ningbo City and Jinhua City) Guangdong Province (Shenzhen), Tianjin; As of 6:00 on January 9, 2022, there are 96 medium and high-risk areas in China, including 15 high-risk areas (Shaanxi 12, Shaanxi 3) and 81 medium risk areas (Henan 12, Shaanxi 63, Zhejiang 4). 2) Global: from January 1 to January 7, about 14.23 million confirmed cases of covid-19 pneumonia were added, with a month on month increase of + 56.3%; The number of deaths increased by 42176, a month on month increase of – 3.3%. 3) United States: from January 1 to January 7, about 4.62 million cases were newly diagnosed, an increase of 71% month on month; There were 11441 new deaths, an increase of 24% month on month. 4) UK: About 1.26 million new cases were diagnosed from January 1 to January 7, with a month on month increase of 19%; There were 1127 new deaths, an increase of 46% month on month.
Covid-19 vaccination: 1) China: as of January 7, China has reported nearly 2.89 billion doses of covid-19 virus vaccine; At the same time, the third needle was introduced throughout the country to strengthen needle vaccination. About 7.49 million doses of covid-19 vaccine were vaccinated every day from January 1 to January 7, a month on month decrease of 41%. 2) Global: as of January 7, the world had received about 9.4 billion doses of covid-19 virus vaccine, and 59% of the world’s population had received at least one dose of vaccine.
Airport & aviation: flight execution picked up slightly this week
1) industry: according to the vertical and horizontal data of air travel, from January 3 to January 7, the daily average number of flights executed by Chinese and international routes was about 9909, down 29.4% year-on-year in 2019 and up 0.5% month on month last week.
2) aviation department: from January 3 to January 7, according to the data of flight standards, the average daily flight numbers of Air China, China Southern Airlines, China Eastern Airlines, Chunqiu, Jixiang and Huaxia were 888, 1543, 1333, 432, 293 and 142 respectively, with a month on week average of 2.8%, – 3.0%, – 3.8%, 1.5%, 0.8% and – 0.6% respectively.
3) Airport: from January 3 to January 7, according to the flight control data, the daily average take-off and landing sorties of Shanghai Pudong, Shanghai Hongqiao, capital airport, Guangzhou Baiyun International Airport Company Limited(600004) and Shenzhen Airport Co.Ltd(000089) were 350, 315, 316, 421 and 374 respectively, 4.4%, – 1.6%, – 1.4%, 4% and – 1.6% respectively.
4) Guangzhou Baiyun International Airport Company Limited(600004) passenger throughput in 2021 ranks first in China: take-off and landing sorties: Guangzhou Baiyun International Airport Company Limited(600004) 26846 take-off and landing sorties in December, a year-on-year decrease of 36% in 2019 and 35% in 2020; Take off and landing from January to December
