As a professional financial media that has been deeply involved in the field of listed companies for a long time and pays attention to the development of the new economy, the Intelligent Logistics Research Institute and the future business think tank of the daily economic news have regularly launched the ” future business logistics industry market value list ” every month since May 2021. In the future, the expansion scope will mainly focus on listed companies related to all links involved in “e-commerce logistics”, “consumer supply chain” and “logistics technology”. (with special links)
In the eleventh report, we continuously tracked the market value data of 25 listed companies in logistics and related industries in February 2022, and analyzed the market value of logistics industry from the dimensions of industrial pattern, total market value ranking, rise and fall range, logistics technology sub list and so on.
The market value shares of Zhongtong express and JD logistics continued to rise
In the general list of logistics industry market value in February 2022, the total market value of the logistics industry composed of the market value of 25 logistics companies decreased slightly by 1.599 billion yuan compared with the previous month, and the total market value was 886409 billion yuan. Compared with the total market value in January, although the overall decline of the total market value decreased significantly, it is not difficult to see that after experiencing the pressure situation at the beginning of the year, the market value in February still showed no signs of recovery.
In addition, the proportion of S.F.Holding Co.Ltd(002352) market value in the total market value of 25 companies decreased to 33.43% again compared with 35% of the previous month, the proportion of Zhongtong express market value in the total market value increased again by 0.22% to 17.57%, and JD logistics was 13.93%, an increase of 0.79% compared with the previous month.
It is worth mentioning that, following the slight rise in market value last month, manbang’s market value rose again by 8.85% in February, with a market value increase of 6.056 billion yuan.
We note that on March 1, manbang announced the fourth quarter and full year financial results of 2021. According to the data, in the fourth quarter of 2021, the total net revenue of manbang group was 1.429.4 billion yuan and the net loss was 1.3211 billion yuan. In 2021, the total net revenue was 4.657 billion yuan and the net loss was 3.654 billion yuan.
Under non GAAP, the adjusted net profit in the fourth quarter of 2021 was 243 million yuan, a year-on-year increase of 64.2%; The adjusted net profit in 2021 was 450 million yuan, with a year-on-year increase of 60.3%. Although the improvement of net profit is not obvious, the overall operation quality and revenue data of manbang are relatively bright.
Equity structure change is imminent Deppon Logistics Co.Ltd(603056) single month rise of 11.25%
In terms of growth, in February 2022, the market value of 12 of the 25 listed logistics companies rose, with Beijing Changjiu Logistics Corp(603569) , Bluesword Intelligent Technology Co.Ltd(688557) , Hichain Logistics Co.Ltd(300873) , Deppon Logistics Co.Ltd(603056) rising by more than 10%, of which Beijing Changjiu Logistics Corp(603569) led the list with an increase of 15.09%.
On February 9, Beijing Changjiu Logistics Corp(603569) announced that from December 18, 2021 to the date of this announcement, Beijing Changjiu Logistics Corp(603569) and its holding subsidiaries have received or confirmed 124348 million yuan of government subsidies. On the same day, Beijing Changjiu Logistics Corp(603569) also issued an announcement on acquiring the equity of Xi’an Tianyuan Weiye temsector Co., Ltd. and completing the industrial and commercial change. After the acquisition, Beijing Changjiu Logistics Corp(603569) holds 100% of the equity of the company. Or affected by this, the next day (February 10), Beijing Changjiu Logistics Corp(603569) increased by 5.88%.
In addition, we also noted that Deppon Logistics Co.Ltd(603056) closed the daily limit on February 25, or affected by market rumors such as “deppon will be acquired”. On the 27th, Deppon Logistics Co.Ltd(603056) issued a suspension announcement on major issues, saying that deppon holdings was planning major issues related to the change of equity structure. Affected by this factor, the rise continued in January, rising 11.25% in Deppon Logistics Co.Ltd(603056) 2 month.
In addition, the market value of Hichain Logistics Co.Ltd(300873) in February rose by 13.54%, especially on February 28, the stock price of Hichain Logistics Co.Ltd(300873) hit a new high of 60 days, closing at 55.35 yuan, and also rose significantly several days ago.
Dada led the decline by 23.9%, and the market value of Anneng logistics was only 5.245 billion yuan
In February, dada led the list with a decline of 23.9%. The total market value decreased by 3.94 billion yuan compared with the previous month, and the total market value in February was 12.284 billion yuan. The ranking of the list was surpassed by Sto Express Co.Ltd(002468) , Deppon Logistics Co.Ltd(603056) and .
On the evening of February 25, JD group disclosed the progress of investment in dada: the transaction will be completed by the end of February 2022; Dada will issue a certain number of dada ordinary shares to Jingdong group, which will take us $546 million in cash and some strategic resources as consideration.
After considering the existing equity, JD group will hold about 52% of dada’s issued and outstanding shares, and is expected to incorporate dada’s financial performance into its consolidated financial statements. Previously, in March 2021, JD group announced that it planned to subscribe for the newly issued common shares of dada group with us $800 million.
After a sharp drop of 34.85% in the market value in January, the market value of Anneng logistics fell again by 16.69% in February, leaving a total market value of only 5.245 billion yuan.
In terms of logistics technology sub list, in February, the market value of logistics technology companies, Bluesword Intelligent Technology Co.Ltd(688557) following the rise of the whole list last month, increased by 13.68% this month. Its share price may rise or be affected by the performance boost. On February 25, Bluesword Intelligent Technology Co.Ltd(688557) released the annual performance express of 2021, which showed that its revenue in 2021 was 604 million yuan, an increase of 33.72% over the same period of the previous year.
In addition, Guangdong Tengen Industrial Group Co.Ltd(003003) was second only to Bluesword Intelligent Technology Co.Ltd(688557) , with an increase of 8.13%. As we entered March, on March 3 Guangdong Tengen Industrial Group Co.Ltd(003003) the daily limit was closed, and the concept of degradable plastics rose collectively. For the sharp rise of the sector, the market generally believed that it was affected by the news that “the world’s first ‘plastic restriction order’ is coming” the day before.
editor’s note:
we are well aware that the composition of health indicators of an industry or a listed company must be particularly systematic, complex and diversified, and the goal of high-quality development has a long way to go. In the future, we will continue to enrich the data and sub list dimensions, aiming to have a more comprehensive insight into and record the development process and market value health of Listed Companies in China’s logistics industry, mine, analyze and prove the data of Listed Companies in the logistics industry and express logistics from multiple perspectives and dimensions, and promote China’s express logistics to better move towards a new era of high-quality development. We are more watchful for the common progress of the whole industry with the giant of listed express logistics companies as the leading effect, better help build a new development pattern with China’s big cycle as the main body and China’s international double cycle promoting each other, better meet the needs of people’s better life and better serve the overall situation of economic and social development
