Today (April 13), the three major indexes rose and fell. As of the closing, the gem index led the decline of more than 2%. The concept of unified big market continued to be active against the market. Among them, the logistics sector is once again stronger, and the logistics sector is once again stronger, with the logistics sector once stronger, and the logistics sector once again, and the logistics sector once stronger, with the individual stocks setting off a rising tide, with the logistics sector once again, with the logistics sector once stronger, and the logistics sector once stronger again, with the logistics sector once stronger again, and the logistics sector once stronger again, with the logistics sector once stronger, and the logistics sector once stronger again, among which, the logistics sector once stronger again, among which, the logistics sector is once again stronger, and the logistics sector is once again, with the logistics sector making the logistics sector once stronger, and the logistics sector is once stronger, and the logistics sector is once again stronger, the logistics sector once again stronger, the San Yang Ma (Chongqing) Logistics Co.Ltd(001317) , Shanghai Shine-Link International Logistics Co.Ltd(603648) and Jiangsu Feiliks International Logistics Inc(300240) , Jiangsu Xinning Modern Logistics Co.Ltd(300013) increased by more than 10%.
Note: the logistics sector strengthened again today (closing on April 13)
policy continued to be positive, and logistics stocks ushered in a big outbreak
Recently, the Ministry of transport, the State Railway Administration, the Civil Aviation Administration of China, the State Post Office and China National Railway Group Co., Ltd. jointly issued the implementation opinions on accelerating the high-quality development of cold chain logistics transportation. Suggestions are put forward to improve the network of production and marketing cold chain transportation facilities. Support qualified county-level logistics centers and township transportation service stations to expand cold chain logistics service functions, provide operation places for facilities and equipment such as precooling, refrigeration and preservation, mobile storage and low-temperature sorting in Shenzhen Agricultural Products Group Co.Ltd(000061) origin, and improve the conditions of “the first kilometer” cold chain logistics facilities in Shenzhen Agricultural Products Group Co.Ltd(000061) origin.
In addition, the impact of the recent epidemic on the logistics industry has also been gradually alleviated. Li Xiaopeng, Minister of transport, recently presided over a ministerial meeting, which called for unrelenting efforts to strictly prevent and control the epidemic. Make every effort to ensure the stability and smoothness of the logistics supply chain. We should give full play to the role of the coordination mechanism of logistics support, coordinate the epidemic prevention and control and ensure smooth transportation, and make every effort to ensure smooth transportation. With the recent positive changes in the epidemic situation, the logistics industry is expected to gradually recover Citic Securities Company Limited(600030) pointed out that the impact of the spread of the epidemic may continue until mid April. After the epidemic is alleviated, the industry will usher in a rebound in compensatory demand for one to two months, and pay attention to the layout opportunities brought by short-term disturbance.
Due to the continuous boost of policies, logistics stocks have also set off a wave of daily limit in recent days. As of today’s closing (April 13), five stocks of Zhangjiagang Freetrade Science & Technology Group Co.Ltd(600794) , China Railway Materials Company Limited(000927) , Beijing Changjiu Logistics Corp(603569) , San Yang Ma (Chongqing) Logistics Co.Ltd(001317) , Shanghai Shine-Link International Logistics Co.Ltd(603648) have recorded three consecutive boards. Anxin Securities pointed out that due to the impact of the epidemic in the short term, pessimism was fully released. We generally believe that the worst impact has passed and the inflection point of the industry will appear. For Tongda system, the single ticket profit of each company remains at a high level, the demand recovery is optimistic in the future, and the leading performance continues to improve; For SF, short-term operation adjustment is in place, superimposed with strict cost control, the company’s performance continues to improve, medium and long-term benefit effectiveness, international and other diversified business layout, with growth and high allocation value. A shares mainly recommend S.F.Holding Co.Ltd(002352) , Yto Express Group Co.Ltd(600233) , Yunda Holding Co.Ltd(002120) , and US stocks are optimistic about China Express.
unify the big market, promote logistics and pay attention to the related targets of the industrial chain
Recently, the heavyweight document “opinions of the CPC Central Committee and the State Council on accelerating the construction of a national unified market” was released, in which the “opinions” proposed to support the construction of digital third-party logistics delivery platform. CICC research pointed out that in the era of digital economy, for example, the application of 5g may bring equipment interconnection and data interconnection at the production end, effectively improving the flow efficiency of logistics at the production end. With the support of science and technology, the information and operation of logistics may be more standardized, more scale advantages, and more favorable to the top excellent logistics companies with the strength to invest in science and technology, so as to improve the national comprehensive three-dimensional transportation network.
In addition to digital logistics, some institutions are optimistic about the logistics real estate industry. Huachuang Securities believes that through the supply and demand analysis of the logistics warehousing industry, we believe that there is a large gap between high-standard warehouses and cold warehouses, which is the direction with investment potential in the future; The launch of China’s public offering REITs provides logistics real estate enterprises with more yuan and more flexible ways to revitalize stock assets and maintain healthy development, which is expected to help the development of the whole industry. We suggest focusing on the development of the industry around three clues:
1) it has abundant resource reserves and is revitalizing stock assets through multiple channels to obtain sustainable investment income, such as S.F.Holding Co.Ltd(002352) and other companies; 2) Make use of rich resources to promote similar “Park +” products, including but not limited to photovoltaic power generation, charging and transformation of high-quality value-added logistics services, such as Shenzhen New Nanshan Holding (Group) Co.Ltd(002314) , Transfar Zhilian Co.Ltd(002010) , etc; 3) With the stability of its dividend distribution, public REITs deserve attention in the period of market fluctuation. 4) In addition, those with more park resource reserves also include Cmst Development Co.Ltd(600787) .
In addition, the policy of promoting cold chain logistics has been implemented recently, which is expected to support cold chain logistics enterprises to build network freight platform, optimize and integrate products, cold storage, cold chain transportation vehicles and other resources, cultivate leading cold chain logistics enterprises and improve market concentration Soochow Securities Co.Ltd(601555) pointed out that the heavy policy continued to accelerate the implementation, and the industry boom reached a record high and will continue. Under the high prospect of the industry, equipment manufacturers take the lead in benefiting and focus on leading enterprises of to B and to C: recommend leading manufacturers of to B equipment Moon Environment Technology Co.Ltd(000811) , and recommend paying attention to Fujian Snowman Co.Ltd(002639) Fujian Snowman Co.Ltd(002639) ; It is recommended to pay attention to to to C equipment manufacturers Qingdao Hiron Commercial Cold Chain Co.Ltd(603187) , Hisense Home Appliances Group Co.Ltd(000921) .
