Air taxi is a type of aircraft that is well organized in operations and is intended for shorter distance to travel. The concept of air taxi was first introduced way back in 2001 by NASA and the aerospace industry’s study on the potential Small Aircraft Transportation System (SATS) and the rise of light-jet aircraft manufacturing in the U.S. Moreover, with increased number of vehicles running on the road there is an increase in traffic congestion. Therefore, the demand for better and efficient transportation system has increased, which in turn fuels the demand for air taxi across the globe. Various companies having experience in aviation and transportation industry have come up under several collaborations for the development of air taxi to be implemented across the globe. Implementation of government initiatives along with huge investments by the top players in the aviation industry boosts the growth of the air taxi market across the globe. Furthermore, the top players operating in the aviation and transportation industry are focusing toward the development of air taxi along with various innovations, which further drives the growth of the air taxi market across the globe.

随着社交电商、小程序、短视频等电子商务新模式新业态的快速发展，作为兼具娱乐性不商业性的直播电商正成 为新兴的线上购物方式，此次新冠疫情期间，以淘宝、京东、拼多多为代表传统电商平台以及抖音、快手为代表 新兴社交电商平台纷纷强势入局。

疫情正从欧美第二浪向发展中国家第三浪蔓延，中国是全球供应链最大、最可靠的发动机。高速公路车流量5月意外地接近 2019年水平，集装箱外贸港口5月下滑远低于预期，内贸港口Q2正增长，快递Q2增速35%+。

2020 年 6 月，建议从三条主线布局交运板块：1）国内疫 情消退背景下，估值较低且受益基本面改善的航空板块：春秋航空、 吉祥航空、中国国航；2）基本面长期向好，受益免税政策落地的机场 板块：上海机场、白云机场；3）油运运力偏紧，受益新一轮景气周期 的油运标的：中远海能、招商轮船。交运板块维持“同步大市”评级。