The opinions of the CPC Central Committee and the State Council on accelerating the construction of a national unified market (hereinafter referred to as the opinions) was released on the 10th, in which seven places mentioned logistics construction. In an interview with reporters on the 11th, the heads of a number of listed logistics companies said that the "opinions" are encouraging and have made major breakthroughs in both rule making and dispelling market concerns. According to the opinions, the enterprise will speed up the digital construction, promote the construction of national logistics hub network, and promote the cost reduction and efficiency increase of logistics in the whole society.
After the release of the opinions, the logistics sector bucked the trend and set off a limit tide on the 11th. "We are very excited and excited to see the documents," Yto Express Group Co.Ltd(600233) relevant person in charge told reporters, "The document emphasizes the need to promote high standard connectivity of market facilities. As an important part of building a new development pattern and a modern leading industry promoting the transformation of circulation mode and consumption upgrading, the logistics express industry also plays an increasingly strong infrastructure role in ensuring people's livelihood and is an important subject in building a modern circulation network."
Under the repeated epidemic situation, Transfar Zhilian Co.Ltd(002010) national highway port city logistics center quickly launched the epidemic prevention emergency plan, which not only guaranteed the physical and property safety and health of platform logistics enterprises and employees, but also jointly transmitted the resources inside and outside the freight network platform to ensure smooth logistics.
Transfar Zhilian Co.Ltd(002010) relevant person in charge said in an interview with the reporter of Shanghai Securities News that to speed up the construction of a national unified market, it is necessary to open up blocking points and expand broader circulation space. Cultivate and develop digital platform enterprises and supply chain enterprises, promote the smooth flow of production, distribution, circulation and consumption, promote the construction of modern circulation network, and promote the smooth economic cycle.
At present, logistics companies are playing an important role in local anti epidemic and supply chain guarantee. "At this critical moment, such a far-reaching document release has played a very key role in improving the overall market confidence." According to Zhao Xiaomin, an expert in the express industry, "Opinions" The contents mentioned in "breaking local protection and market segmentation", "implementing a unified market access system", "accelerating the clean-up and abolition of various regulations and practices that hinder the unified market and fair competition", as well as "forming more new business platforms and new business models", "cultivating a number of globally influential digital platform enterprises and supply chain enterprises", "developing multimodal transport" and other contents, whether in rule making, Or dispelling market concerns, are major breakthroughs. "
The person in charge of Yto Express Group Co.Ltd(600233) said that the requirements mentioned in the opinions on optimizing the layout of commercial circulation infrastructure, accelerating digital construction and promoting the construction of national logistics hub network are very consistent with Yuantong strategy. The company will actively practice and continue to contribute to building a national modern logistics system and building a new development pattern; At the same time, we also look forward to the implementation of relevant policies as soon as possible to create a policy environment and innovation environment more conducive to healthy and sustainable development for enterprises.
Some listed companies overweight the construction of logistics sector Cnnc Hua Yuan Titanium Dioxide Co.Ltd(002145) 11 announced in the evening that the company won the assets of Sichuan Ruiwei Logistics Co., Ltd. (hereinafter referred to as "Ruiwei logistics") in October 2021 and recently completed the transfer of ownership. Meanwhile, the company used monetary assets and Ruiwei logistics assets as non monetary assets to increase capital to Panzhihua Zetong Logistics Co., Ltd. (hereinafter referred to as "Zetong logistics"), a wholly-owned subsidiary, with an amount of 26 million yuan. According to the announcement, this capital increase is conducive to promoting the progress of building a large branch line of strategic resource railway in Panzhihua with Zetong logistics as the main body, further reducing the company's resource procurement logistics cost, improving the logistics transportation capacity, and ensuring the stable supply of titanium concentrate, the core raw material of the company's main business; It will have a positive impact on the company's development of logistics and transportation industry.
