The logistics sector welcomes the good news again! On January 24, the national development and Reform Commission held a press conference to introduce the construction plan of modern circulation system in the 14th five year plan. Zhang Guohua, deputy director of the economic and Trade Department of the national development and Reform Commission, said that during the 14th Five Year Plan period, we will work with relevant parties to promote the development of modern logistics from four aspects, so as to lay a solid foundation for the construction of modern circulation system.
Specifically, the first aspect is to build a modern logistics infrastructure network. Second, expand new areas and models of logistics services. Third, cultivate dynamic modern logistics enterprises. Fourth, enhance the competitiveness of diversified international logistics.
Liu Xiangdong, deputy director of the Economic Research Department of the China Center for international economic exchanges, told the Securities Daily that the “14th five year plan” for the construction of modern circulation system mainly focuses on the prominent bottlenecks and key blocking points restricting the construction of modern circulation system, and puts forward 50 tasks, measures and 19 specific projects, which are of great significance to promote the development of modern logistics, improve the modern commercial circulation system It is of great guiding significance to enhance the carrying capacity of transportation circulation and strengthen the circulation function of modern financial services.
In fact, the official establishment of China Logistics Group Co., Ltd. on December 6 last year has been interpreted by the industry as an important measure and practical action to promote the high-quality development of China’s logistics industry.
Combined with the capital market, as of January 24, there were 43 companies in the A-share logistics concept sector. In terms of market performance, Jiangsu Azure Corporation(002245) , Xiamen C&D Inc(600153) , Deppon Logistics Co.Ltd(603056) , Bondex Supply Chain Management Co.Ltd(603836) , Hengtong Logistic Co.Ltd(603223) , Hpf Co.Ltd(300350) and other six stocks rose by more than 1%. In addition, Deppon Logistics Co.Ltd(603056) , Jiangsu Azure Corporation(002245) , Shanghai Ace Investment&Development Co.Ltd(603329) , Guangdong Great River Smarter Logistics Co.Ltd(002930) and other four stocks rose continuously, rising for two consecutive trading days or more.
In addition, there are many good news in the logistics industry. Among the 13 companies that have disclosed the forecast of 2021 annual report, a total of 12 companies are expected to have good performance. Among them, the net profits of five companies, including Ccs Supply Chain Management Co.Ltd(600180) , Eternal Asia Supply Chain Management Ltd(002183) , Shanghai Zhonggu Logistics Co.Ltd(603565) , Shanghai Ace Investment&Development Co.Ltd(603329) , Guangdong Gensho Logistics Co.Ltd(603813) , are expected to double year-on-year.
In terms of institutional actions, Transfar Zhilian Co.Ltd(002010) , Guangdong Great River Smarter Logistics Co.Ltd(002930) , Jiangsu Feiliks International Logistics Inc(300240) received research from a number of institutions, including fund companies, securities companies, overseas institutions, sunshine private placement, insurance companies, etc.
Liu Xiangdong said that the A-share logistics sector will usher in opportunities for rapid development. For investors, logistics enterprises with high growth still have good investment opportunities and will become an important target of value investment, especially those logistics enterprises with strong innovation ability, rapid business development, digital transformation in place and subject to institutional research have more investment value.
According to China Galaxy Securities Co.Ltd(601881) securities analyst Wang Jingtian, in the future, China’s logistics costs will fall by about trillion yuan by promoting the quality and efficiency of the logistics industry through digital and other measures.
How do listed companies grasp development opportunities? Liu Xiangdong believes that logistics companies need to accelerate their participation in the construction of modern logistics infrastructure network, grasp the opportunities brought by the construction of logistics facility interconnection and information sharing, reduce circulation costs, improve circulation efficiency, improve quality and efficiency, actively increase circulation innovation, promote the integrated development of logistics and related industries, and expand new fields and models of logistics services, Grasp the new opportunities for the development of smart green logistics, carry out various forms of intermodal transport and recycling, and constantly improve the network operation ability and professional service level of logistics enterprises
the picture shows a list of fundamentals of some logistics stocks. Prepared by: Xu Yiming
