China Southern CNI Transportation Industry ETF

SF Holding Spends 163 Million Yuan to Repurchase 4.59 Million A Shares

COSCO SHIPPING Holdings spends approx 36.41 million HKD to repurchase 2.49 million shares

Air China Issues 2 Billion Yuan SCP003 Short-term Financing Bill with Coupon Rate of 1.38%

COSCO SHIPPING Holdings Repurchases 2.49 Million H-Shares on May 18

China Southern Airlines VP Wang Jinshen under investigation for serious violations

Air China April 2026 Passenger Traffic Up 5.8% to 25.122 Billion Passenger Kilometers

China Eastern Airlines Announces April Operating Data: Cargo Turnover Surges 19.1%, Load Factor Rises to 87.87%

China Southern Airlines Announces April Passenger Traffic Down 0.58%, Cargo Up 1.56%

China Eastern April Passenger Traffic Down 0.94%, Cargo Up 13.62%, C919 Introduced

Air China April Passenger Numbers Up 2.6% YoY, First Four Months Up 8.4%

Air China Announces April Operating Data: Passenger and Cargo Turnover Both Rise

China Eastern Airlines Maintains AAA Rating from Dagong, Outlook Stable

Air China reports April load factor reaches 85.5%

China Eastern Airlines Releases April 2026 Operation Report: Passenger Capacity Up 0.84%, New Routes Launched

China Eastern Airlines Plans to Repurchase Shares Worth 500M-1B CNY to Reduce Capital

Morgan Stanley Cuts Chinese Airline Stock Price Targets

China Southern Airlines' Proposed A-Share Private Placement to Be Submitted for Shareholder Approval

China COSCO Shipping Holdings repurchased 2.41 million shares for HKD35.2645 million

US Experts Analyze EVA Air Flight MU5735 Crash Due to Pilots Intentionally Controlling the Plane

JPMorgan Maintains Overweight Rating on Cosco Shipping Holdings Q1 Results

02057

159662

516910

516530

159666

ZTO EXPRESS-W shares fell 3.28% to HKD174.1 after a brief slump. In Q1, revenue rose 22% YoY to RMB13.282 billion, while net profit increased 6.3% YoY to RMB2.118 billion, impacted by reduced government subsidies. CLSA maintains an Outperform rating, forecasting continued market share gains despite slowing industry growth. The company is expected to enhance profitability through improved service quality and digital tools.

- ZTO EXPRESS-W (02057.HK) experienced a decline of 3.28%, closing at HKD174.1 after reaching a low of HKD166.4, with significant trading activity.  
- In the first quarter, the company reported revenue of RMB13.282 billion, a 22% increase YoY, while net profit grew 6.3% YoY to RMB2.118 billion, impacted by reduced government subsidies and tax rebates.  
- CLSA maintains an Outperform rating on ZTO EXPRESS-W, expecting market share gains and stable profitability, despite industry parcel volume growth slowing to single digits.

AASTOCKS News

ZTO Express

ZTO EXPRESS-W

Fullgoal CSI Modern Logistics ETF

Yinhua CSI Modern Logistics ETF

ChinaAMC CSI All Share Transportation ETF

ZTO EXPRESS-W Shrs Narrow Late-session Loss; CLSA: Mkt Share Recovery on Track; Outperform Rating Kept

002352

06936

FTXR

SF HOLDING-0.060 (-0.181%) Short selling $2.38M; Ratio 6.759% announced that its combined revenue from express logistics, supply chain and international businesses in April amounted to RMB25.376 billion (RMB, same below), representing a YoY increase of 6.11%. Among which, revenue from the express logistics business rose 2.12% YoY to RMB18.385 billion, while revenue from the supply chain and international business increased 18.25% YoY to RMB6.991 billion. (ad/da)(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-05-19 16:25.)

SF Holding

SF HOLDING

First Trust NasdaqTransport

SF HOLDING  Apr Combined Revenue Up 6.11% YoY

00017

HD Capital's Tianyu China Fund achieved over 30% returns this year, with 11% allocated to shipping, its largest sector. CIO Wang Yeqing believes the shipping sector is in a strong cycle due to reduced non-compliant fleets. He is bearish on large AI model firms, citing a bubble and high valuations, while favoring investments in computing hardware. Bonds from NEW WORLD DEV also boosted fund performance.

NEW WORLD DEV

MINIMAX-W

HD Capitals Hedge Fund Bets Shippers to Outstrip Peers, Bearish on Large AI Model Firms

JETS

EVA Air has achieved the SKYTRAX 5-Star Airline certification for the 11th consecutive year, highlighting its excellence in flight safety, cabin crew professionalism, and service quality. The airline also ranked eighth among the 'World's Safest Airlines' and plans to launch a new route from Taipei to Washington, D.C. on June 26, expanding its North American network to 10 gateways.

prnewswire

iShares US Transportation ETF

Us Global Jets

SPDR S&P Transp

Boeing

Airbus

Boeing Company

17:39 ETEVA Air Wins SKYTRAX 5-Star Airline Certification 11th Year in a Row

BOAT

BDRY

The ongoing Iran war is disrupting container shipping routes, leading to increased shipping costs and inflation concerns. Ships are avoiding the Strait of Hormuz, opting for longer routes through India, Sri Lanka, and the Panama Canal. Container shipping prices have surged over 30% since the conflict began, impacting global trade and potentially raising consumer prices. The situation poses risks to the fragile global supply chain, already affected by previous geopolitical tensions.

MorningStar

Sonicshares Global Shipping ETF

Breakwave Dry Bulk Shipping

US Global Sea to Sky Cargo ETF

Container shipping routes are shifting due to the Iran war - prices of goods could go higher.

EBIZ

Wolfbox has launched the SmartSlide electric sliding tonneau cover, featuring four control modes, app-controlled RGB LED lighting, and an internal emergency escape mechanism. Designed for various truck models, it offers a fully electric operation for secure cargo access. The cover withstands extreme temperatures and includes an intelligent obstacle detection system. With a static load capacity of 800 pounds, it supports additional equipment. The SmartSlide is priced at $1,999.99 and is available on the Wolfbox website and Amazon.

Global X E-commerce ETF

VanEck Retail ETF

Amplify Online Retail ETF

ProShares Online Retail

SPDR S&P Retail ETF

10:17 ETWolfbox SmartSlide Brings Versatile Multi-Mode Control and Enhanced Safety to Electric Tonneau Covers

601021

603885

300195

EVA Air has selected Panasonic Avionics' Arc™ 3D in-flight map platform for its fleet, including Boeing 787, 777-300ER, and Airbus A350-1000. This innovative platform features high-resolution 3D visuals, interactive engagement, and a special mode for children called Arc for Young Explorers. The new interface enhances the passenger experience with detailed travel destination information and street-level maps. EVA Air aims to redefine in-flight entertainment and engagement, making air travel more enjoyable for all ages.

JUNEYAOAIR

MKMCHINA

Panasonic Corporation

Panasonic Holdings Corporation

03:00 ETEVA AIR SELECTS PANASONIC AVIONICS' ARC™ 3D IN-FLIGHT MAP PLATFORM FOR ITS A350 FLEET

01519

CLSA's research report highlights that ZTO EXPRESS-W is expected to regain market share by 2026, with a projected net profit of RMB2.3 billion and a business volume growth of approximately 14% in Q1. The firm maintains an Outperform rating with a target price of HKD216, citing attractive valuation at about 10x forecast PE for FY2026. Additionally, CLSA is optimistic about J&T EXPRESS-W's overseas expansion, also assigning it an Outperform rating with a target price of HKD13.6.

- CLSA's report indicates that the "anti-involution" measures in China's express delivery industry are yielding positive outcomes, particularly for ZTO EXPRESS-W, which saw a 14% growth in business volume in Q1.  
- With a projected net profit of approximately RMB 2.3 billion, ZTO EXPRESS-W is expected to regain market share in 2026 and maintain stable profitability, leading to an attractive valuation at about 10x forecast PE for FY2026.  
- CLSA has maintained an Outperform rating on ZTO EXPRESS-W with a target price of HKD 216 and expressed optimism for J&T EXPRESS-W, also assigning it an Outperform rating with a target price of HKD 13.6.

J&T EXPRESS-W

Proshares Supply Chain Logistics ETF

Pacer Industrials and Logistics ETF

CLSA Expects ZTO EXPRESS-W  to Regain Market Share; Bullish on J&T EXPRESS-W Overseas Expansion Potential

600029

601111

09961

HSBC Research reports that while travel demand in Mainland China remains strong during the May Day holiday, airfares have increased by 9.7% YoY due to high fuel surcharges. Average daily air passenger traffic fell by 5.7% YoY, while rail traffic rose by 4.6% YoY. The broker predicts the three major domestic airlines will incur losses in 2Q26, with potential losses widening by 38% for every 10% rise in fuel prices. Trip.com Group and TONGCHENGTRAVEL received Buy ratings, while AIR CHINA, CHINA EAST AIR, and CHINA SOUTH AIR were rated Reduce due to structural challenges.

Air China

TRIP.COM-S

CHINA EAST AIR

CHINA SOUTH AIR

Trip.com

AIR CHINA

TONGCHENGTRAVEL

MicroSectors™ Travel 3X Leveraged ETNs

Invesco Leisure & ENT ETF

AdvisorShares Hotel ETF

Guotai CSI Mainland transport theme ETF

ETFMG Travel Tech ETF

HSBC Holdings Plc

HSBC HOLDINGS

HSBC

HSBC 5xShortSG241213

Trip.com HK SDR 50to1

HSBC Research: Mainland Travel Demand Persists but Shifts to Rail; Big Three Airlines Expected to Post Losses in 2Q26

China Southern CNI Transportation Industry ETF(159662.SZ)