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logistics 2020-02-17 15:03 財經茄呢啡 回顧SARS對交運行業影響,本次疫情利空航空機場、利好快遞。快遞行業更具防御屬性,建議重點關注市場份額領先的中通快遞、韻達股權,綜合物流龍頭的順豐控股,關注管理增長的申通快遞、圓通速遞。物流板塊推薦密爾克衛,倉儲業務持續發力,並購優質倉儲資源,股權激勵彰顯信心。機場板塊方面,航空需求的回落不影響機場對航空公司的定價與收費,非涉及武漢的航班航線大多保持正常運轉,由此帶來機場較好的業績穩定性。
logistics 2020-01-07 14:38 財經茄呢啡 「限售股解禁後股價不跌反漲重要是因為快遞行業基本面較好,行業集中度高。同一時間由於韻達股權和申通快遞的估值處於低位,疊加市場活躍度高,快遞股成為場外資產搶籌的優質對象。」鄭雲鷹解釋。據中國物流與采購聯合會數據,中國物流業已多月處於高景氣區間。多個機構對順豐控股等快遞企業保持推薦評級。
logistics 2019-12-26 08:25 財經茄呢啡 地產投資公司Comboxx旗下智能物流倉投資達10億元,以大數據及區塊鏈作輔助。物流倉層數將會更高,有助提升收租能力,更重要的是倉庫科技帶來的增值服務可佔總收入6成,未來將與虛擬銀行合作,料項目兩年內可回本。
logistics 2019-12-26 08:25 財經茄呢啡 Comboxx買下元朗逾30萬呎地皮,嘉里物流(0636)旗下嘉里物流工程負責硬件,倉庫將採用全自動化,城規會亦批出罕有的18米高度,大幅增加可租出面積。
logistics 2019-12-26 08:25 財經茄呢啡 Comboxx倉庫將採用大數據,落成後可對倉內貨品進出時間、位置及溫度等數據進行分析,能分辨當季及過季產品,幫客戶精確銷售。
logistics 2019-12-26 08:25 財經茄呢啡 Comboxx倉儲服務為客戶提供融資證明,貨單將儲存在區塊鏈中,數據難以篡改,區塊鏈亦可通過智能合約(smart contract),直接將貨權轉移予銀行。
logistics 2019-12-17 14:51 財經茄呢啡 航運物流及港口股:貿易戰達成首階段協議,多股跑出,周四(19日)特別息除淨的東方海外創逾一年高,收市升1.6%;中遠海能飆5.9%;嘉里物流升4.3%;招商局港口升3.7%;青島港升3.6%;天津港升2.7%。
logistics 2019-12-17 14:51 財經茄呢啡 上述備忘錄提到,在確保不影響中百集團市場化主體地位以及獨立性的前提下,永輝超市幫助中百集團優化業務流程,促使中百集團在采購、物流、人資、財務預算管理等各方面強化與永輝超市的戰略合作。值得注意的是,此次備忘錄還涉及中百集團股權回購與員工股權激勵,即雙方支撐中百集團提出的股權回購以進行員工股權激勵的方案,同一時間武漢國資將協助中百集團員工股權激勵計劃得到國資主管部門的審批。
logistics 2019-12-17 14:51 財經茄呢啡 中美達成首階段貿易協議,但細節內容有待發布,港股經過上星期四五的大漲後有回吐,壓力不大。炒中美貿易談判的股權普遍下挫,航運物流卻受捧蠢蠢欲動,但左右行業的因素多,周邊或概念股會更可取。
logistics 2019-11-07 15:02 財經茄呢啡 金融板塊表現亮眼,銀行股領漲行業板塊,升幅接近1.5%,青島銀行漲近5%,常熟銀行漲超3%,光大銀行、青農商行、成都銀行、上海銀行、西安銀行、紫金銀行升2%。券商、保險板塊升幅都超過1%。國際貿易、船舶制造、環保工程、公用事業、交運物流、珠寶首飾等板塊不同程度下探。兩市概念板塊中,無線耳機、電子煙等飆升近3%;雞肉概念、草甘膦、生物疫苗、在線旅游、無線充電等升逾1%。
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