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港股異動丨物流股普漲 京東物流漲3.5% 中國外運漲近2%

港股物流股普遍上漲,其中,京東物流漲3.5%,中國外運漲近2%,中通快遞漲1.66%,海豐國際跟漲。消息上,近日,在廣東省深圳市坪山大工業區格蘭達物流產業園內,美團自動配送車、順豐無人物流配送車、京東第六代無人配送車等共計40餘臺自動配送車集中進行了“聯調聯試”,以保證“618”期間使用。據悉,深圳市功能型無人車目前上路車輛近300臺,預計到2025年底將突破1000臺,增長勢頭強勁。智慧物流正“駛”入生活。國金證券日前報告指出,無人物流車基於自動駕駛技術,應用於快遞末端配送、封閉場景運輸等多領域,產品迭代快,價格大幅下降,單月使用成本低於傳統車。順豐、京東等多家物流企業已佈局,可降本增效,順豐若全替換末端車預計增厚利潤46億元。建議關注直營快遞和加盟快遞。(格隆匯)

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