Shanghai Shenghan Haimao Shipping Co., Ltd

Policy benefits stimulate the logistics industry to usher in spring

Stimulated by positive news, the logistics sector collectively strengthened yesterday, according to Changjiang Business Daily. China State Reserve Corporation (600787, stock bar) experienced a significant surge in intraday growth of around 8%, but still closed up 5.20%. Pegasus International (002210, stock bar) and Philips (300240, stock bar) both rose by over 4%.

Premier Wen Jiabao pointed out during his visit to Shaanxi that strong measures should be taken to revitalize the logistics industry. The measures to revitalize the logistics industry should not only be implemented quickly, but also be implemented as necessary.

Xun Jian, an analyst at Hongyuan Securities (000562, Stock Bar), pointed out that the recently introduced "National Eight Articles" for the development of the logistics industry will solve long-term development issues related to the industry, such as "different taxes in the same industry" and "duplicate taxation", from both tax and tax bases. This will bring substantial benefits to listed companies engaged in warehousing, freight forwarding, and loading and unloading operations. It is recommended that China State Reserve Corporation, which has more land resources, should take measures.

Qian Lefei, an analyst at Haitong Securities (600837, Stock Bar), believes that in the future, attention can be paid to "capacity expansion" logistics companies, including both horizontal and vertical approaches. 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 of business models (such as Yiyatong, Aoyang Shunchang, etc.); Vertical expansion is reflected in providing more value-added services, extending the service chain, enhancing customer loyalty, and enhancing profitability. Its core competitiveness is reflected in service model transformation and innovation (such as Yiyatong and Tielong Logistics (600125, stock bar), etc.).