Huatai Securities: The transportation sector grasps the main trend of prosperity, with a focus on aviation, oil shipping, and highways.

Huatai Securities research report pointed out that looking forward to May, it recommends aviation, oil transportation with the potential for rising fares due to supply and demand improvements, highways with performance advantages in the dividend sector, and some stocks with stable performance: 1) Aviation: Optimistic about the potential profit elasticity brought by the slowing of supply in the mid-term, the summer peak season may catalyze the market; 2) Oil transportation: OPEC+ production increase is expected to boost May fares; 3) Highways: First-quarter performance is stable and has a comparative advantage in the dividend sector. Risk aversion sentiment and interest rates support dividend valuations, and it is recommended to participate in the dividend rights market.