Healthcare supply chain management involves the strategic coordination and integration of processes related to the production, procurement, distribution, and consumption of goods and services within the healthcare ecosystem. Healthcare supply chain software streamlines medical supply procurement, inventory management, and overall spend management. The software also promotes and supports transparency between primary, ancillary care, and non-acute care providers in the types of services and procedures that they provide.

Healthcare logistics encompasses the packaging and transportation of pharmaceuticals, medical devices, surgical supplies, and other healthcare products to end-users such as hospitals, pharmacies, diagnostic and research laboratories, and more.

Anti-counterfeit packaging involves integrating technologies such as barcodes, holograms, watermarks, and taggants during packaging to tell apart from original goods from counterfeit ones. The packaging solutions also refrain counterfeiters from making and selling forged goods.

按服务类别分，快递服务包括标准时效快递和非标准时效快递；按寄递区域分，快递服务包括同城快递、异地快递和国际/港澳台快递；按公斤段分，快递服务托寄物以3kg以下轻小件为主，区别于零担和整车，且快递服务链条较之零担和整车更长；按商业模式分，快递服务可分为直营模式和加盟模式；按营运模式分，可分为仓配模式和网络模式。快递产业链上游主要为工具和设备的制造商或服务商，下游主要为B/C/G类等客户。从过去股价表现看，A股的快递公司都曾有过涨幅明显高于沪深300的时段，如顺丰控股2019年6月至2021年2月累计涨幅约270%（同期沪深300涨幅约50%），圆通速递2021年8月 至2022年10月累计涨幅约143%（同期沪深300约下跌19% ）。

或仍有高增长。电商快递件量规模扩张增速仍在，直播电商进一步崛起背景下，一方面网购消费渗透率进一步提升，另一方面网购消费行为的下沉化和碎片化推动了单快递包裹实物商品网购额的下行，快递行业相对上游电商或仍有超额成长性。24 年上半年快递行业业务量增速中枢稳步回归，我们预计，2024 全年快递行业业务量或仍能维持 15%-20%甚至更高的同比增长。此外恶性价格竞争受到监管有效规制的大背景下，我们分析头部企业基于规模效应-成本优势-定价策略的正向循环，有望实现业务量份额集中度的稳步提升。