行业研究报告题录
交通运输、仓储和邮政业(2024年第21期)
(报告加工时间:2024-11-11 -- 2024-12-01)

境外分析报告

  • 全球机场行李处理系统增长趋势和预测(2023-2028年)
    A baggage handling system or a BHS is a type of conveyor system installed in an airport that enables the transport of passenger baggage from the ticket counter areas to the area where the baggage is loaded onto the aircraft. A BHS helps in transporting the checked baggage, which is unloaded from the aircraft to the baggage claim area. The baggage handling system uses various technologies, such as barcode scanners and RFID sensors, for processing.
  • 全球航空公司2024年第二季度
    Business Insider – An airline startup that hopes to fly Airbus A380s between New York and London is delaying its launch to 2025 – 21/6/2024 UK startup Global Airlines wants to fly Airbus A380s across the Atlantic but already faces delays.
  • 全球民用航空市场-2024年5月
    The global civil aerospace market is highly consolidated and led by large international players. In terms of civil aircraft, Boeing and Airbus dominate among the fleets of airlines, however, Dassault Aviation and Bombardier are among the key players in the business jet category. These players compete aggressively and focus on increasing their efficiency, which might lead to funding new product development, increasing their market share, and raising profits. Pricing and other competitive elements are under tremendous pressure due to this market climate.
  • 全球运输管理系统市场报告(2024-2028年)
    A transportation management system (TMS) is specialized software for planning, executing and optimizing the shipment of goods. Users perform three main tasks in a TMS: Find and compare the rates (prices) and services of carriers available to ship a customer's order, book the shipment and then track its movement to delivery.

投资分析报告

  • 交通运输行业:9月行业件量增速同比提升,期待旺季需求进一步增长-2024年9月快递行业数据点评-华福证券
    事件:国家邮政局披露 2024 年 9 月行业经营数据,A 股快递公司披露 24 年 9 月经营数据。  商流:社零同比持续增长,网上零售额同比略降。2024 年 9 月,国内 社零总额为 4.1 万亿元,同比+3.2%;实物商品网上零售额为 1.1 万亿元, 同比-0.3%;实物商品网购渗透率为 25.7%,同比-0.9pp,环比-0.3pp。  量:24M9 快递件量同比+18.7%,持续高速增长。2024 年 9 月实现快 递业务量 149.7 亿件,同比+18.7%(新口径),2024 年 M1-M9 实现快递 件量 1237.7 亿件,同比+22.0%,快递件量增速仍保持中速增长。分类型看, 异地同比+29.9%; 分区域看,东部快递同比+23.1%。。

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