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A股異動 | 物流股集體走強 綜合運輸服務“十四五”發展規劃出爐
格隆匯11月19日丨物流股今日繼續走強,其中A股飛力達漲超10%,韻達股份漲停,申通快遞漲8%,順豐控股漲6%,圓通速遞,新寧物流漲5%;港股嘉裏物流漲6%,中通快遞漲5%。交通運輸部18日印發《綜合運輸服務“十四五”發展規劃》提出,到2025年,“全國123出行交通圈”(都市區1小時通勤、城市羣2小時通達、主要城市3小時覆蓋)和“全球123快貨物流圈”(國內1天送達、周邊國家2天送達、全球主要城市3天送達)加快構建,多層次、高品質的旅客出行服務系統和全鏈條、一體化的貨運物流服務系統初步建立,現代國際物流供應鏈體系不斷完善,運輸結構進一步優化,運輸裝備水平大幅提高,綠色化、數字化發展水平明顯提高,安全應急保障體系更加健全,治理能力顯著提升,服務支撐經濟社會發展能力進一步增強。另外,據國家郵政局監測數據顯示,今年“雙11”期間(11月1日-16日),全國郵政、快遞企業共攬收快遞包裹68億件,同比增長18.2%;共投遞快遞包裹63億件,同比增長16.2%。招商證券認為,今年電商平台促銷模式和節奏發生變化,促銷高峯從往年的“單峯”(11月11日)變成了今年的“雙峯”(11月1日和11月11日),但1日~11日的業務量增長仍超過兩成。目前線上消費需求仍然旺盛,行業業務量增速穩定,在政策紅利和派費調整的雙重作用下,行業單價有所上行,整體進入良性發展通道。

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