Favorable policies stimulate the logistics industry to usher in spring

The Changjiang business daily news was stimulated by the good news, and the logistics sector strengthened collectively yesterday. Central reserve shares (600787, stock bar) soared sharply during the session, with an increase of about 8%, and still rose by 5.20% at the close. Pegasus International (002210, stock bar) and feilida (300240, stock bar) both rose by more than 4%.

When Premier Wen Jiabao visited Shaanxi, he pointed out that effective measures should be taken to revitalize the logistics industry. Measures to revitalize the logistics industry should not only be introduced quickly, but also be implemented.

Xun Jian, an analyst at Hongyuan securities (000562, Guba), pointed out that the recently issued eight articles on the development of the logistics industry will solve the problems related to the long-term development of the industry, such as "different taxes in the same industry" and "repeated taxation" from the two aspects of taxes and tax base, bring substantial benefits to listed companies engaged in warehousing, freight forwarding and loading and unloading operations, and recommend China Reserve Co., Ltd. with more land resources.

Qian liefei, an analyst at Haitong Securities (600837, Guba), believes that we can pay attention to "capacity expansion" logistics companies in the future, including horizontal and vertical ways. 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 yiyatong, 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 yiyatong, Tielong logistics (600125, Guba), etc.).