Yesterday, the A-share logistics sector performed well.

As of the close of the day, the logistics sector has risen by more than 4%, ranking second in the growth sector shown by Flush data. Among them, Xinning Logistics, Feiliks, Wanlin Logistics, Changjiu Logistics, Jiacheng International, and Transfar Zhilian have more than 10 stocks. daily limit.

  On the news, the "Opinions of the Central Committee of the Communist Party of China and the State Council on Accelerating the Construction of a National Unified Market" was released on the 10th.

Institutional analysis said that opening up blocking points, breaking local protection and market segmentation will help the smooth flow of commodity factor resources on a larger scale. For the logistics industry, it means further expansion of market space and reduction of operating costs.

  Text/Photo by Zhang Lu, an all-media reporter of Guangzhou Daily

  According to Xinhua News Agency, on the evening of April 10, the "Opinions on Accelerating the Construction of a National Unified Market" (hereinafter referred to as the "Opinions") provided an action plan for building a national unified market in the future from an overall and strategic perspective.

  Cultivate a group of digital platform companies and supply chain companies with global influence

  The main goals of the "Opinions" are: to continue to promote the efficient and smooth development of the domestic market and the expansion of scale, to accelerate the creation of a stable, fair, transparent and predictable business environment, to further reduce market transaction costs, to promote technological innovation and industrial upgrading, and to foster new advantages in participating in international competition and cooperation.

  The "Opinions" clarified the key tasks of accelerating the construction of a unified national market from six aspects: First, strengthen the unification of basic market systems and rules.

The second is to promote high-standard connectivity of market facilities.

The third is to create a unified market for factors and resources.

Fourth, promote the high-level unification of the commodity and service market.

Fifth, promote fair and unified market supervision.

Sixth, it is necessary to further regulate improper market competition and market intervention.

  It is worth noting that the "Opinions" mentioned vigorously developing third-party logistics, supporting the construction of digital third-party logistics delivery platforms, promoting innovation in technology and business models in the third-party logistics industry, and fostering a group of digital platform companies and supply chains with global influence. Enterprises, and promote the cost reduction and efficiency increase of logistics in the whole society.

  Previously, the Ministry of Transport and the Ministry of Science and Technology jointly issued the "Outline of the Medium and Long-term Development Plan for Scientific and Technological Innovation in the Transportation Sector (2021-2035)".

The "Outline" clearly states that it is necessary to speed up the R&D and application of smart logistics technology, and expand new business formats and models such as supply chain services, cold chain express, high-speed rail express, double-layer container transportation, instant direct delivery, and drone (vehicle) logistics delivery.

  The official voices frequently: Relieve the blocking points and difficulties in the logistics and ensuring smooth flow

  Previously, some areas had adopted layer-by-layer, one-size-fits-all traffic control measures for freight vehicles, some expressway service areas were closed, and some highway epidemic prevention and testing stations were congested, resulting in blocked freight, poor logistics, and affected the supply of production and living materials in some areas. All sectors of society are highly concerned.

  According to the official website of China Federation of Logistics and Purchasing on April 11, on April 10, the Economic and Trade Department of the National Development and Reform Commission organized a symposium for enterprises in the logistics industry at the China Federation of Logistics and Purchasing.

The relevant person in charge of the Economic and Trade Department of the National Development and Reform Commission said that they had an interactive exchange on the current blockages, difficulties and pain points in the current logistics security, and said that they would actively coordinate relevant departments to create a relaxed environment for the full recovery of logistics operations. .

  Earlier, the official WeChat account of the Ministry of Transport announced that on April 7, the Ministry of Transport held a meeting on the logistics guarantee coordination working mechanism.

The meeting emphasized that it is necessary to immediately deploy and implement practical and effective measures in response to the current outstanding problems in freight logistics. First, it is strictly forbidden to set up epidemic prevention testing points on the main lines and service areas of expressways, and it is strictly forbidden to close expressway service areas without authorization, so as to ensure the smooth flow of national transportation trunk lines. .

The second is to establish a pass system with a unified format, national mutual recognition, and convenient handling to ensure that the pass is valid across the country.

The third is to formulate traffic control measures in accordance with laws and regulations, and not to increase the number of layers, and to ensure that the traffic control policies are unified.

Fourth, it is necessary to provide truck drivers with basic life services such as catering and toileting in a timely manner, and to set up nucleic acid testing points in an encrypted manner to ensure that truck drivers service measures are in place.

The fifth is to strengthen regional coordination and information exchange, achieve unified summary, timely release, and ensure the interconnection and sharing of management and control information.

  Analysis said: industry leaders with a high degree of digitalization are more likely to win

  Zheshang Securities believes that it is beneficial to the logistics industry to open up the blocking points.

Vigorously developing the logistics industry and promoting the cost reduction and efficiency increase of logistics in the whole society are an important part of building a modern distribution network.

Opening up blocking points, breaking local protection and market segmentation will help the smooth flow of commodity factor resources on a larger scale. For the logistics industry, it means further expansion of market space and reduction of operating costs.

  CICC pointed out in the research report that there are three major trends in the logistics industry in the next 10 years worthy of attention: 1. In the context of declining economic growth, logistics as a "third profit source" will be valued, and professional third-party logistics companies will continue to grow rapidly. 2. As the upstream and downstream enter the integration stage, the midstream logistics industry will also be integrated, and the leaders will continue to concentrate; 3. The leaders with a high degree of digitalization and key node resource advantages will continue to gain cost advantages and win.