Policy benefits stimulate logistics industry to usher in spring

The Changjiang Business Daily reported that the logistics sector collectively strengthened yesterday, stimulated by positive news. China National Reserves Corporation (600787, Stock Bar) surged sharply during the trading session, with an increase of around 8%, and still rose 5.20% at the close. Feima International (002210, Stock Bar) and Feilida (300240, Stock Bar) both rose more than 4%.

Premier Wen Jiabao pointed out during his inspection of Shaanxi that effective measures should be taken to revitalize the logistics industry. The measures to revitalize the logistics industry not only need to be quickly introduced, but also must be implemented.

Xun Jian, an analyst at Hongyuan Securities (000562, Stock Bar), pointed out that the recently introduced "National Eight Measures" for the development of the logistics industry will solve the long-term development problems of "different taxes among peers" and "duplicate taxation" from both tax and tax base aspects, which will bring substantial benefits to listed companies engaged in warehousing, freight forwarding, and loading and unloading operations. It is recommended to recommend China National Reserves Corporation, which has more land resources.

Haitong Securities (600837, Stock Bar) analyst Qian Liefei believes that in the future, attention can be paid to "capacity expansion" logistics companies, including both horizontal and vertical methods. 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 improving profitability. Its core competitiveness is reflected in the transformation and innovation of service models (such as Yiyatong, Tielong Logistics (600125, Stock Bar), etc.).