行业研究报告题录
交通运输、仓储和邮政业(2023年第19期)
(报告加工时间:2023-05-29 -- 2023-06-12)

行业资讯

境外分析报告

  • 印度瓦楞纸包装市场未来展望到2027年
    For India Corrugated Packaging market assessment we have studied manufacturing output of F&B, textile, personal care, and electronics markets Also research has been deep dived into demand by Tier I, Tier II and other cities of the country Packaging market is highly volatile and majorly depends upon external factors therefore we have used scenario analysis to assess the market performance and have also applied decision tree Data synthesis on Independent Variables has been performed such as Economic Factors (Economic Growth, inflation, government regulations, technological changes) Industry Factors raw material availability, export demand, domestic consumption, import of raw material and others
  • 全球运输媒体市场报告展望预测(2023-2028年)
    OVERVIEW The transport media is a medical device and essential buffered solution containing peptones, carbohydrates, and other nutrients, excluding growth factors designed and developed for infectious microorganism specimen collection, transport, preservation, and analysis. Transport media solutions preserve the viability of viruses, bacteria, and other microbes during transport without allowing them to multiply in a secure bio-environment. There are types of transport media developed for infectious disease diagnosis.
  • 亚太瓦楞纸包装市场分析及预测
    For the assessment of Asia Pacific Corrugated Board and Packaging Market, we have performed Data synthesis on two models (Bivariate Multivariate Model and Cluster Model) To assess the market, Macro Economic Variables such as Economic Factors (Economic Growth, GDP, Inflation, Population, Retail Trade, FDI) Industry Factors ( Consumption, Raw material availability, Export demand, import of raw material and more have been studied
  • 北美瓦楞纸包装市场分析及预测(2018-2028年)
    For the assessment of North America Corrugated Packaging market, we have performed Data synthesis on two models (Bivariate Multivariate Model and Cluster Model) To assess the market, Macro Economic Variables such as Economic Factors (Economic Growth, GDP, Inflation, Consumer Spending, Population Growth rate, FDI, Urbanization) Industry Factors Production, Consumption, R aw material availability, Export demand, import of raw material, E commerce shipments and more) have been studied

投资分析报告

  • 中信建投___降价稳量控本仍为淡季经营主线,通达系快递件量增速强劲
    义乌等局部地区在3月价格监管举措触发价格反弹后,并未改变行业整体季节性调价方向,电商快递核心地区以及公司价格均有所下降,4月义乌地区价格也回落到历史同期低位,市场价格更多受货重结构和各家品牌快递策略调整影响,继续呈现“调降价格、稳量控本”的结果。本月各家快递公司总部价格均呈现同环比下降趋势,但降幅略有不同:其中,圆通仍保持“独立自主可控”的价格策略,市场占有率连续3个月维持近四年以来17%的最高点,且日均件量接近5800 万件,再次创下非旺季月份的历史新高。
  • 交通运输行业:三张表解读快递公司核心数据
    2023年至今快递市场呈现逐步恢复势头,而头部快递公司,除了韵达,均保持着高于行业的业务量增速。全年来看,随着消费市场逐渐复苏,快递业务量有望继续保持双位数增长趋势。此外,消费升级以及制造业转型升级有望推动快递物流行业继续增长。在行业同质化的情况下,我们认为,差异化的竞争策略和优质服务能力是后续行业竞争中的胜负手,而头部企业持续投入的资产将成为保障其服务能力的基石,市场份额预计将逐渐向行业头部企业聚集。
  • 航空行业:2023弱贝塔,廉航结构机会在酝酿-月度报告
    4 月客运量恢复率显著提升:4 月民航旅客运输量5027.5 万人,恢复至2019年同期的94.6%,较3 月提升9.2 个百分点,其中国内旅客运输量超19 年3.4%,较3 月提升9.4 个百分点。
  • 出口回落不慌,结构重于趋势-2023年5月进出口数据的背后
    5 月出口边际回落不慌,主因是高基数扰动,继续坚定提示关注供给优势带来的出口 韧性,重点提示“结构重于趋势”、关注三大产业逻辑: 其一、发达经济体贫富差距扩大导致收入K 型分化催生消费降级,和全球滞胀环境推 动企业降本战略,我国供应链优势和产品性价比优势有望抢占份额,纺服、轻工、机 械、家电及家具等领域的中高端品类或将受益。 其二、新兴市场国家现代化的现实需求叠加近年来我国外交、外贸等领域开拓布局, 有望推动“中国制造”出口新兴市场国家,一带一路、东盟等是重要出口对象。 其三、全球科技周期及碳中和进程的推进,有望在全球衰退环境下走出产业发展的独 立趋势,带动我国机电产品和新能源品类(新能源车、光伏等)的出口增长。
  • 航空行业:民航客运市场加速复苏,暑期旺季值得期待-4月民航数据点评
    从需求来看,旅客运输量同比+537.9%,环比+10.0%,恢复至2019年94.6%;旅客周转量同比+43.9%,环比+10.7%,恢复至2019年85.9%。从5家上市公司的供给来看,国航、东航、南航、春秋、吉祥五家航司4月合计客运运力投入同比提升452.6%,主要是因为2022年4月基期较低,恢复至2019年同期96.4%,环比3月上涨9.3pcts。总体来看,淡季下航空需求已接近疫情前水准,五一、端午等假期接替刺激航空需求的预期不变,整体趋势仍然向好。

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