When the high-speed rail incident hits the stock market, aviation stocks will win the market.

When the people across the country have not yet recovered from the shock and mourning of the “July 23” Wenzhou train crash, on July 25th, the Beijing-Shanghai high-speed train started its sixth failure after the opening of the train. More than 20 trains were generally delayed by 3 hours. The reason is that a piece of sheet metal on the awning above the power supply facilities near the station of Dingyuan was blown off by the wind, which cut off the supply line of the train and caused the high-speed train to stop power.

It seems that behind the Beijing-Shanghai high-speed rail accident, several traction systems are suspected. As of now, in Shanghai and Shenzhen, in the traction and transformer primary equipment enterprises, Wolong Electric (600580:8.10, +0.04, ↑0.5)'s holding subsidiaries have become one of the major domestic railway traction transformers. Changji Transformer, which is controlled by TBEA (600089:12.28, +0.04, ↑0.33), has also begun to enter the railway transformer market. However, the stocks in the economy, logistics, commerce, and tourism industries along the Beijing-Shanghai high-speed railway have not performed well in the near future.

Because the power supply system involves a lot of listed companies, it also began to seek new ways. According to CICC's research, by observing the stock price performance of airlines in the region after the high-speed rail accident in history, aviation stocks outperformed the broader market with high probability. With the exception of South Korea's two major airlines that underperformed the broader market within three months after the accident, the share prices of German, French and Japanese local airlines outperformed the broader market within three months after the accident. Indeed, in the past two trading days, the air transport sector led the broader market, with an intraday gain of more than 7% on the 26th.

Through the analysis of major financial websites, we can see that the market is weak and the majority of stocks have fallen. The stocks with the most falling stock are mainly transportation and logistics, cement and building materials, machinery stocks and other related stocks. The market hot spots are not obvious. The 7.25 stock index ran out of sight and opened sharply. Afterwards, it was affected by the diving of the index and all the way down. Finally, the Shanghai Composite Index tumbled 2.96%, and it fell below the 2,700 point mark. The high frequency of frequent high-speed rail accidents shakes the investors' dreams, and the indestructible situation has triggered a big shock in the stock market.