“今年的春节将不会结束”快递业务量的翻倍如何影响概念股？ _东方财富网

原标题：“今年春节将关闭”，快递业务量可能翻一番，将如何影响概念股？

概要

[“Thisyear’sSpringFestivalwillnotclose”Howdoesthedoublingofexpressdeliverybusinessvolumeaffectconceptstocks?】OnFebruary10theStatePostBureaustatedthatmanyexpresscompanieshaveannouncedthattheywillnotbeclosedduringtheSpringFestivalOnthebasisofthethreecompaniesthatdidnotcloseinpreviousyearssuchasthePostSFExpressandJDcomtheexpresscompaniesoftheTongdadepartmentalsoActivelyparticipateDuringtheSpringFestivalthenumberofemployeesintheindustryisexpectedtoexceedonemillionAccordingtoShenyinWanguotheincreaseinthepenetrationrateofonlineshoppingfor”NewYear’sGoods”istopromotethehighgrowthofthepre-holidayexpressdeliverybusinessItisoptimisticthatthedemandduringthepeakseasonoftheSpringFestivalexceedsexpectationsandmanyexpresscompanieshaveraisedtheirexpressdeliveryfees(ChinaBusinessNews)

“Chinese New Year in situ” has become the key word of this year’s Spring Festival, and e-commerce does not close, express delivery does not stop, “online New Year’s Day”… has also spawned new onesconsumptiondividend.

In the context of not returning home for the New Year, online shopping for New Year’s goods has become the choice of many people, which also makes e-commerce merchants usher in the busiest New Year’s Day in history. Taobao data shows that on the first day of this year’s New Year’s Day, Taobao’s search for “New Year’s goods” surged 240%.

Facing the people’s enthusiasm for online shopping, the express delivery industrythe companyThey also said that they would prepare for the Spring Festival with “not closing”.

On February 10, the State Post Bureau stated that there are already many express deliveryenterpriseAnnouncing that the Spring Festival will not be closed, and in previous years postal, SF Express,JingdongOn the basis of the other three companies, express delivery companies from the Tongda Department also actively participated this year. During the Spring Festival, the number of employees in the industry is expected to exceed one million.

At the same time, the State Post Bureau stated that based on historical experience, the average annual express delivery volume from the first day to the seventh day of the Spring Festival is less than 10% of the daily level. The situation this year is expected to change. It is expected that the business volume will be from the first day to the seventh day of this year. The average daily business volume will double, that is, it will reach about 20% of the daily level, reaching an average of 70 million pieces per day.

　　RelatedConcept stockCan the rally be continued after a year?

　　A crotchmarketOn New Year’s Eve approaching, the logistics and express sector market rebounded in the past two days. As of today’s close, the logistics sector rose 0.46%, of whichSF HoldingsDaily limit,Hengtong sharesRose more than 6%,FelidaRose more than 4%.

Will “not closing the Spring Festival” allow express stocks to continue this wave of gains after the year?

AnshinSecuritiesSaid that in 2021, express delivery companies have increased their efforts to “not close during the Spring Festival”, and they can provide delivery in more cities during the Spring Festival.service, Considering the repeated epidemics and the holding of the “National Online New Year Festival”, the traditional off-season of the Express Spring Festival may not be weak.

Shenyin Wanguo stated that the increase in the penetration rate of online shopping for “New Year’s Goods” is to promote the high growth of pre-holiday express delivery business, and is optimistic about the peak seasondemandExceeding expectations, a number of express companies raised their express fees.Looking to the future, online procurement and online gift-giving may become a new trend, which will encourage more express companies to join the competition during the Spring Festival. It will change the traditional service mode of the Spring Festival and also be effective for express companies during the Spring Festival.costControl,service qualityUpgrading and other levels poses new challenges.Pay attention to the post-holiday industrypriceWar trend, this yearPrice warIntensityYoYWith a high probability of falling back,unit priceThe room for reduction is limited.

(Article source: China Business News)

(Editor in charge: DF353)