行业研究报告题录
交通运输、仓储和邮政业(2022年第18期)
(报告加工时间:2022-05-23 -- 2022-05-29)

行业资讯

境外分析报告

  • 全球无菌包装市场(2021-2028年)
    Aseptic packaging is a special manufacturing method in which beverages and food contents and substances are sterilized discretely from the packaging. These contents and substances are then injected into vessels in a sterile and germ-free atmosphere. This process utilizes very high temperature to preserve freshness of contents while safeguarding it from adulteration with microorganisms.
  • 全球机场零售市场预测报告(2021-2027年)
    Airport retailing stores are shops at the departure and arrival lobbies on airports. A variety of shops operate at airports that are involved in selling a wide range of products such as perfumes, cosmetics, liquor, fashion, accessories, and electronics.
  • 全球医药包装市场分析2020年
    Shade sails are a cover made from durable outdoor fabric that delivers protection from the sun. They use a flexible membrane tensioned between several anchor points. Shade sails are affordable as well as easy to install. In addition, it provides an appealing look to houses, heritage buildings, commercial as well as industrial areas. Shade sails come in several shapes, sizes, and colors as per individual requirements. Most of the shade sails block 90−95% of the UV rays. Depending on the shade material weight color and the tightness of the weave, there are some variations in UV absorption. However, the differences are usually less than 5%. For maximum sun protection, heavier fabric with a tighter weave and darker colors is preferred as the darker colors usually block most of the UV rays.
  • 全球机场数字化增长机会
    Multimodal solutions catering to ground and air transport will attract airports’ interest in the future. Information technology (IT) solutions that provide end-to-end travel ownership of the passenger experience will drive digitalization.
  • 全球航空公司数字化增长机会
    Real-time data analytics and interactive display/graphical user interfaces are essential to airlines and expected to have higher penetration in the next 4–7 years. There is also increased research and development (R&D) investment in blockchain, which can be used potentially in distribution, loyalty programs, and supply chain management.

投资分析报告

  • 快递行业:实物网购社零负增长,快递行业短期经营承压-2022年4月经营数据点评
    2022 年4 月,全国快递服务企 业业务量完成74.8 亿件,同比下降11.9%,同比上年同期增速(30.8%)由正 转负,环比2022 年3 月增速(-3.1%)跌幅扩大;业务收入完成740.5 亿元, 同比下降10.1%,同比上年同期增速(14.3%)由正转负,环比2022 年3 月增 速(-4.2%)跌幅扩大;单票收入约9.90 元,同比上年同期上涨2.1%,环比2022 年3 月同期上涨3.3%。2022 年前四月,快递行业CR8 指数为84.5,同比上年 同期提高4.1,环比2022 年3 月下降0.4。
  • 物流行业:龙头表现分化,迎接行业复苏-4月快递数据点评
    4 月疫情贯穿全月,行业同比负增长为预期内,上市企业增速总体符合预期,韵达受山西疫情一次性冲击显著。4 月份快递业受疫情冲击较为严重,上海为代表的城市封控、大面积的干线车辆滞留、货运物流不畅,4 月快递行业增速为-11.9%,降幅较3 月扩大约9pts。从公司层面看,4 月件量增速:韵达-19.4%(3 月+4.4%)、圆通-4.8%(3 月+5.1%)、申通-7.7%(3 月+8.8%)、顺丰-10.0%(3 月-7.9%)。
  • 物流行业:疫情冲击峰值或已过去,期待后续需求反弹-4月快递数据点评
    国家邮政局公布了快递行业最新的4 月数据。4 月份,全国快递服务企业业务量完成74.8 亿件,同比下降11.9%;业务收入完成740.5 亿元,同比下降10.1%。
  • 交通运输行业:行业正稳步走出疫情阴影-快递4月数据点评
    事件:4 月份,全国快递服务企业业务量完成74.8 亿件,同比下降11.9%; 业务收入完成740.5 亿元,同比下降10.1%。其中,同城业务量完成9.30 亿件,同比下降15.8%;异地业务量完成64.28 亿件,同比下降10.7%。
  • 快递行业:疫情影响下,行业业务量下降12%,通达系单票收入持续同比提升-2022年4月数据点评
    快递行业数据:疫情影响,4 月业务量下降12%,单票收入同比提升2.1%。1)业务量:4 月完成74.8 亿件,同比下降12%,其中同城、异地、国际件增速分别为-15.8%、-10.7%、-35.3%,主要系上海、北京等多地疫情影响干线物流及末端网点;1-4 月累计完成业务量317.1 亿件,同比增长4.2%,其中同城、异地、国际件累计增速分别为-0.5%、5.7%、-23.41%。
  • 交通运输行业:最坏的时候已经结束-月报
    4 月,实物商品网购额及全国快递件量同比分别-5.2/-11.9%,高频数据看最坏的时候已经结束;国内件均价同比-5.8%,主要快递企业均价良好。“监管维稳”+“龙头挺价”+“用户付费”三重驱动,中期景气拾级而上;“政策明朗”+“淡季不淡”+“业绩释放”三重催化,投资策略积极参与。

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