Wealthy demand for freight transportation, good for which logistics concept stocks

Economic Reference News reporter learned on the 10th from the Ministry of Transportation and Communications Institute of Science and Technology, in June 2022, China's Transportation Production Index (CTSI) was 152.6 points, a year-on-year decline of 11.2%, a decline of 10.3 percentage points narrower than in May. (The following is a small collection of strong demand for freight transportation, good which logistics concept stocks related information, I hope you like it.)

Sub-structure, CTSI freight index was 195.1 points, down 2.7% year-on-year; CTSI passenger index was 74.4 points, down 37.6% year-on-year.

Zhou Jian, deputy director of the Information Center of the Institute of Science and Technology of the Ministry of Transportation, believes that with the overall improvement of the domestic epidemic situation, the stable economic package of policies and measures to gradually take effect, CTSI index accelerated the recovery in June year-on-year decline in May narrowed by 10.3 percentage points, the recovery speed accelerated significantly compared with the rate in May. Among them, the CTSI freight index has basically recovered to the level of the same period last year, June year-on-year decline narrowed to about 2%, freight logistics is gradually returning to the normal development track, while looking at the longer cycle, the June CTSI freight index compared to 2020, the same period in 2019 increased by 5.4% and 10.7%, respectively, indicating that the current economic and social demand for freight logistics is relatively strong,

This trend can also be confirmed from a series of latest data. According to the State Council logistics to ensure smooth work leading group office to monitor the summary data, July 9, the country's freight logistics in an orderly manner, in which the national railroad freight continues to maintain a high level of operation, transporting 10.548 million tons of goods, an increase of 0.62%.

Air freight also accelerated the recovery. Shanghai Pudong Airport, for example, the first week of July, the average daily cargo flights, cargo volume to maintain the momentum of the rise, has basically returned to the normal level, Chinese and foreign airlines to put sufficient cargo flights.

Data shows that since June, Shanghai Pudong airport air cargo supply and demand ends synchronized accelerated recovery, the average daily guaranteed cargo flights landing and cargo and mail throughput ladder rose. late June, Shanghai Pudong airport average daily cargo flights landing and taking off up to 232, the average daily guaranteed cargo and mail throughput of 9,133.9 tons, compared with the same period in May, respectively, a substantial increase of 33.6% and 28.1%. Among them, the peak day to protect cargo flights 253, cargo and mail throughput of 10,797 tons, has reached the same period in 2021 high level.

At present,*** there are 58 Chinese and foreign airlines operating cargo flights at Shanghai Pudong Airport, including all-cargo and passenger-to-freighter flights, and all regular all-cargo flights have resumed, with cargo flights directly connecting to 68 destinations around the world.

Recently, the Ministry of Transportation held a meeting to study the deployment of the first half of the economic operation of transportation, pointed out that the current development of transportation is facing a number of difficulties and challenges, the production safety situation is still serious and complex, the logistics of the task of keeping the smooth flow of traffic, transportation, part of the enterprise, especially small and medium-sized micro-enterprises are still difficult to operate, and to promote investment and steady growth is still facing a lot of problems, while the industry is also faced with the development of new opportunities. The conference will be held in the afternoon of May 30, 2012, at the same time.

The meeting called for efforts to achieve the expected goals of the annual development of the industry, do not let up on the epidemic prevention and control of transportation work, go all out to do a good job in the logistics to keep the smooth work, increase efforts to do a good job in the transportation to help enterprises to alleviate the difficulties and stabilize the employment of the work, and actively do a good job in expanding the traffic of the work of effective investment.

Leading logistics stocks are:

Shunfeng Holdings 002352: logistics leader, the fourth quarter of 2021 quarterly report shows that the company achieved revenue of about 71.326 billion yuan, an increase of 60.67% year-on-year; net profit of about 1.501 billion yuan, a year-on-year increase of 43.01%; basic earnings per share of 0.53 yuan.

The conditions precedent to the offer to acquire 51.8% of Kerry Logistics have all been met.

Shunfeng Holdings has declined on 17 of the last 30 trading days, losing 12.73 percent overall during the period, with a high of 54 yuan and a low of 51.2 yuan. Compared with 30 trading days ago, Shunfeng Holdings' market capitalization fell 28.858 billion yuan, or 12.98 percent.

Zhejiang Zhongtuo 000906: In the last 7 trading days, Zheshang Zhongtuo fell 30.12%, with a high price of $10.54, and a total market capitalization of 1.686 billion yuan, down -42.05% in 2022.

Torch Shen Stock 001202: Torch Shen stock in the last 7 trading days, during the period of the overall decline of 18.31%, the highest price of 15.06 yuan, the lowest price of 16.88 yuan, the total volume of 29,785,700 lots. 2022 years down -44.84%.

Wanlin Logistics

Total Market Capitalization: $2.792 billion; Current Price: $4.42; Value Outstanding: $2.792 billion;21 Q3 Earnings: $0.05/share

Corporate Highlights: Profit Terminal is currently one of the key lumber terminals in China

Fundamentals: the company's operating conditions are still good, and for the time being, it has not gained the notable recognition of the majority of institutions. Follow-up can continue to pay attention.

Technical: the recent average cost of $ 4.13, the stock price is flat with the cost. Long market, and there is an accelerating upward trend.

One is the construction of logistics distribution center project. The second is the construction of "logistics outlets project". In accordance with the "logistics outlets project" construction program, continue to keep an eye on the national timber circulation transit bases and timber industry agglomeration in the environmental protection efforts and timber industry planning trends, planning business outlets layout, in Jiangxi Nankang set up new subsidiaries and successively rented warehouse to carry out timber warehousing and logistics business. The third is to promote the "timber supply chain management integrated service platform" construction.

Shunfeng Holdings

Total market capitalization: $253.1 billion; current price: $51.65; circulating value: $232.7 billion

Corporate highlights: the domestic express industry leader

Fundamentals: the company's operating conditions are still good, most institutions believe that the company's long-term investment value is higher, investors can strengthen the focus.

Technical: The recent average cost is 49.07 yuan, the stock price is running above the cost. In the short market, it is now in the rebound stage, investors can pay attention to it.

The company's fully automated sorting support system through the self-developed address recognition algorithms and data distribution logic, in advance to accurately identify the express unit area, to provide accurate data support for the receiving end of the operation, the transfer end, the sending end, to support the operation of the link of the economic circle, the same city, the heavy goods and other products sorting, the largest transit yard fully automated sorting equipment capacity peak up to 150,000 pieces / hour. It has a nationwide ambient + cold chain logistics and transportation network, a merchandising platform that directly reaches C-end customers, as well as a huge network of terminal outlets and big data resources.

Ryunda Stock

Total market capitalization: 49.32 billion; current price: 17.01 yuan; outstanding value: 47.80 billion; 21 three-quarterly earnings: 0.27 yuan/share

Company highlights: one of the domestic courier logistics service provider is making every effort to build a smart courier logistics ecosystem

Fundamentals: the company's operating conditions are still good, most institutions The company's long-term investment value is high, investors can pay more attention.

Technical: the recent average cost of 16.34 yuan, the stock price is running below the cost. In the short market, the current rebound trend has slowed down, investors can pay attention to appropriate.

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