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物流板塊拉昇走強 長久物流(603569.SH)封漲停
格隆匯 10-25 11:18

格隆匯10月25日丨物流板塊異動拉昇,長久物流封漲停,東方嘉盛漲超5%,中創物流、韻達股份、嘉城國際、圓通速遞等跟漲。

雙十一臨近,中通、圓通等國內多家快遞公司發佈消息稱,將從今年11月11日起調整快遞費用。安信證券表示,對於網點而言,派送費的提升有助於提高派件網點的盈利能力,保證網絡的穩定性。

西部證券物流行業分析師吳劍樑表示,當前行業馬太效應顯著,旺季漲價成為行業慣例,有助保障企業維持盈利。但後續提價能否按市場化要求進行,有待觀察競爭對手的反應。預計旺季之後,缺少行業自律的價格戰可能存續,或將促進集中度繼續提升。

日前國家郵政局公佈的2019年9月快遞行業運行數據顯示,9月全國快遞業務量為56億件,同比增長25.0%,較8月份的53億件小幅上升,快於去年同期24.1%的增速,保持高增長勢頭。1-9月全國業務量累計增長26.4%。2019年9月中國快遞發展指數為222.4,同比提高23.7%,呈現穩中有進的態勢。

中國物流信息中心主任何輝認為,9月份物流業景氣指數回升至年內最高水平,扭轉了指數連續4個月回落的走勢,顯示出物流業務活躍、需求趨旺、預期回暖。

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