China International Capital Corporation's Research Reports point out, 1) Aeronautical Airports: The supply and demand landscape of the aviation industry continues to optimize, and profitability is reaching a significant turning point. It is expected that the compound annual growth rate of the total fleet in the industry will slightly exceed 1% in the next three years, and the annualized growth rate of passenger traffic on the demand side is expected to reach over 6%; the airport sector possesses both infrastructure and consumer attributes, and China International Capital Corporation believes it may benefit from the increase in traveler volume and improvements in tourism retail, with operating leverage in the sector expected to continue to manifest. 2) Shipping Port: Shipbuilding capacity is continuously tightening, and the oil and dry bulk transport sectors, with low orders on hand, are facing supply constraints. The peak of new container ship deliveries (2024) is about to pass, with attention to dynamic balance (scrapping of old vessels) in the future; on the demand side, global geopolitical factors remain significant influencing factors, and tariffs may also lead to changes in trade routes and fluctuations in cargo volumes. Ports should focus on configuring according to dividend yield.