Changjiang Business Daily News Stimulated by positive news, the logistics sector strengthened collectively yesterday. China Storage Co., Ltd. (600787, Guba) surged sharply by around 8% during the trading session, and still closed up 5.20%. Pegasus International (002210, Guba) and Feilida (300240, Guba) both rose by more than 4%.
When the Premier inspected Shaanxi, he pointed out that strong measures should be taken to revitalize the logistics industry. Measures to revitalize the logistics industry should not only be introduced promptly, but also be fully implemented once issued.
Xun Jian, an analyst from Hongyuan Securities (000562, Guba), pointed out that the recently issued "Eight National Regulations" for the development of the logistics industry will solve problems related to the long-term development of the industry, such as "different taxes for the same industry" and "double taxation", from two aspects of taxes and tax bases. It brings substantial benefits to listed companies engaged in warehousing, freight forwarding and loading and unloading operations, and recommends China Storage Co., Ltd., which has abundant land resources.
Qian Liefei, an analyst from Haitong Securities (600837, Guba), believes that in the future, investors can pay attention to "capacity expansion" type logistics companies, which include two modes: horizontal expansion and vertical expansion. Horizontal expansion is mainly reflected in the release of production capacity of existing businesses (such as Bonded Technology (600794, Guba), Aoyaxinchang (002245, Guba), etc.), including cross-industry and cross-regional replication of business models (such as Eternal Asia, Aoyaxinchang, etc.); vertical expansion is reflected in providing more value-added services, extending the service chain, enhancing customer stickiness and improving profitability. Its core competitiveness is reflected in the reform and innovation of service models (such as Eternal Asia, Tielong Logistics (600125, Guba), etc.).