Good policies stimulate the logistics industry to usher in spring
Stimulated by the positive news, the Yangtze River Business News reported that the logistics sector strengthened collectively yesterday. China Reserve (600787, stock bar) soared by about 8% in the intraday, and still rose by 5.20% in the closing, while Pegasus International (002210, stock bar) and Philipda (300240, stock bar) rose by more than 4%. Stimulated by the positive news, the Yangtze River Business News reported that the logistics sector strengthened collectively yesterday. China Reserve (600787, stock bar) soared by about 8% in the intraday, and still rose by 5.20% in the closing, while Pegasus International (002210, stock bar) and Philipda (300240, stock bar) rose by more than 4%.
When visiting Shaanxi, Premier Wen Jiabao pointed out that effective measures should be taken to revitalize the logistics industry. The measures to revitalize the logistics industry should not only be introduced quickly, but also be implemented.
Xun Jian, an analyst at Hongyuan Securities (000562, stock bar), pointed out that the recently issued "Eight Rules" for the development of the logistics industry will solve the long-term development problems of the industry, such as "different taxes in the same industry" and "repeated taxes", from both the tax and tax base, and bring substantial benefits to listed companies engaged in warehousing, freight forwarding and loading and unloading operations, and recommend China Storage Bank, which has more land resources.
Qian Lefei, an analyst of Haitong Securities (600837, stock bar), believes that in the future, we can focus on "capacity expansion" logistics companies, including horizontal and vertical ways. The horizontal expansion is mainly reflected in the release of existing business capacity (such as bonded technology (600794, stock bar), Aoyang Shunchang (002245, stock bar), etc.), including cross-industry and cross-regional replication business models (such as Aoyatong, Aoyang Shunchang, etc.); Vertical expansion is reflected in providing more value-added services, extending the service chain, enhancing customer viscosity, and improving profitability. Its core competitiveness is reflected in service model reform and innovation (such as Aoyatong, Tielong Logistics (600125, stock bar), etc.).
