中金:中國物流未來有五個發展趨勢 看好12大賽道
格隆匯7月26日丨中金公司研報指出,在外循環中,疫情幹擾和俄烏衝突讓各企業對國際供應鏈佈局有了新的思考;而在內循環中,建立全國統一大市場則深刻影響着生產要素的分配和協同。兩大背景或給物流帶來新的挑戰和機遇。對此,我們認爲中國物流未來有五個發展趨勢:外包化、集中化、數字化、國際化、一體化,這將帶動中國物流實現跨越式發展。我們看好快遞、快運、車貨匹配、即時配送、跨境電商物流、航空物流、貨運代理、大宗供應鏈、化工供應鏈、製造供應鏈、消費供應鏈、物流科技12大賽道。
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