Favorable policies stimulate the logistics industry to usher in the spring

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

When Premier Wen Jiabao inspected Shaanxi, he pointed out that we should take effective measures to revitalize the logistics industry. The measures for revitalizing 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 "national eight rules" for 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 taxes" from the aspects of taxes and tax bases, and bring substantial benefits to listed companies engaged in warehousing, freight forwarding and loading and unloading operations. It is recommended that China National storage Co., Ltd. have more land resources.

Qian liefei, an analyst at Haitong Securities (600837, stock bar), believes that in the future, we can focus on "capacity expansion" logistics companies, 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 the 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 viscosity and improving profitability. Its core competitiveness is reflected in service mode reform and innovation (such as yiyatong and Tielong logistics (600125, stock bar).