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智慧物流板塊走強 我國將大力發展智慧交通和智慧物流
格隆匯10月15日丨智慧物流板塊走強,上海雅仕漲停,飛力達大漲超14%,東傑智能、新寧物流、華鵬飛、嘉城國際等衝高。據第二屆聯合國全球可持續交通大會開幕式上消息,中國將大力發展智慧交通和智慧物流,推動大數據、互聯網、人工智能、區塊鏈等新技術與交通行業深度融合,使人享其行、物暢其流。此前部委意見提出,鼓勵大型物流企業市場化兼併重組,提高綜合服務能力和國際競爭力。招商證券研報指出,我國智慧物流市場規模增長迅速,至2025年規模將達萬億,在新基建政策推進下,發展也有望提速,建議關注相關領域投資機會。

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