物流板塊又“嗨”了！多部門發聲打通堵點，多股再掀漲停潮
受五部門聯合發文 加快推進冷鏈物流運輸高質量發展消息影響，今日物流板塊持續走強，板塊掀漲停潮。截止發稿，新寧物流“20cm”漲停，保税科技、長江投資、中國鐵物、長久物流、宏川智慧、天順股份、音飛儲存等超10股漲停。
值得注意的是，新寧物流、長久物流、保税科技等連續3個交易日漲停。
實際上，在昨日午盤，上證、創業板等指數迎來神祕力量一波直線拉昇時，物流股午盤已有延續週一再度走強趨勢。
消息面，週日《中共中央 國務院關於加快建設全國統一大市場的意見》發佈。意見指出，強化市場基礎制度規則統一、推進市場設施高標準聯通、打造統一的要素和資源市場、推進商品和服務市場高水平統一、推進市場監管公平統一、進一步規範不當市場競爭和市場干預行為，意見為今後一個時期建設全國統一大市場提供了行動綱領，必將對新形勢下深化改革開放，更好利用發揮、鞏固增強我國市場資源巨大優勢，全面推動我國市場由大到強轉變產生重要影響。
此外，近日交通運輸部等五部門聯合發佈《關於加快推進冷鏈物流運輸高質量發展的實施意見》。
《意見》提出，優化樞紐港站冷鏈設施佈局。結合國家冷鏈物流骨幹通道網絡建設，依託農產品優勢產區、重要意見指出，強化市場基礎制度規則統一、推進市場設施高標準聯通、打造統一的要素和資源市場、推進商品和服務市場高水平統一、推進市場監管公平統一、進一步規範不當市場競爭和市場干預行為，意見為今後一個時期建設全國統一大市場提供了行動綱領，必將對新形勢下深化改革開放，更好利用發揮、鞏固增強我國市場資源巨大優勢，全面推動我國市場由大到強轉變產生重要影響。
浙商證券認為，打通堵點，有利於物流行業。大力發展物流行業，促進全社會物流降本增效，是建設現代流通網絡中的重要一環。打通堵點、打破地方保護和市場分割，有助於商品要素資源在更大範圍內暢通流動，對於物流行業而言，意味着市場空間的進一步擴展以及經營成本的降低。商務部數據顯示，2020年全社會物流總費用佔GDP的比重為14.7%，幾乎是美國、日本的兩倍，降本增效空間較大。另外，意見指出，“支持數字化第三方物流交付平台建設”，數字化的賦能有助於物流企業成為具有全球影響力的供應鏈企業。
持續更新中......
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
