Logistics deals with the procurement, planning, and implementation of activities in the forward and reverse logistics chain of an organization. The chemical industry uses logistics for the management of the way resources are acquired, stored, and moved to different end-users. The use of logistics allows the chemical industry access to a continuous supply of organic and inorganic chemicals from suppliers and distributors in various locations. Sometimes, a company might choose to outsource its logistics operations, if it is cost effective to do so.

2 月，全国快递业务收入实现292.2 亿元， 同比增长65.8%；业务量实现23.4 亿件，同比增长88.1%。

行业全面复苏，积极布局龙头。①从行业发展格局来看，旅游行业目前仍处于“大行业小公司”发展格局中，龙头的寻找与把握仍然十分重要。②2016 年旅游行业由于各种原因增速有所下滑，2017 年各子板块增速全面反弹，相关龙头公司表现抢眼。 

1 月有限服务酒店受春节因素影响出租率下降但房价提升，海外经营情况有所下降。①锦江经济型酒店国内：出租率 64.3%/-6.6pct，房价180 元/+1.7%（考虑到披露口径不同，实际增长更多），RevPAR 115.6元/-7.8%，净开业 58 家。②海外(同比)：出租率 52.8%（＋3.29pct）；平均房价 56.73 欧元（-3.24%），RevPAR29.95 欧元（-0.1%）。1 月净开业酒店家数：直营店 2 家，加盟店 53 家；净签约酒店家数：直营店 2 家，加盟店 59 家；共运营直营店 283 家、加盟店 995 家。

2016年，“共享经济”“绿色出行”观念逐渐渗透，共享出行方式受到互联网用户，尤其年轻群体的青睐。2016年下半年，随着资本市场的强势进入，和企业的快速扩张，中国互联网单车租赁市场呈现爆发式发展。ofo、摩拜、小鸣单车、优拜、骑呗等众多玩家纷纷入局。如何在规模扩张的同时保证线上线下服务质量，如何把握市场供需平衡，如何尽快形成成熟的商业模式，成为互联网单车租赁市场面临的重要挑战。

本周 A 股小幅上扬，上证指数小幅上涨 0.77%，交通运输板块涨 0.31%，板块总体跌幅稍小于上证指数，中昌海运、厦门港务、*ST兴业、白云机场以及长久物流涨幅居前。

本周 SCFI 指数收于 747 点，继续跌势，单周环比下跌 1.9%。分航线来看，欧洲线下跌 4.7%，而美西线运价跌幅为 6.0%。目前来说，船公司集体“控运力、提运价”的举措可能不达预期，再加上行业新增运力仍然较多，因此建议投资者转而关注供需改善情况更加确定的干散货版块。

过去几年，港口行业受国内外宏观经济低迷的影响，基本面持续恶化：需求端，国内经济步入“新常态”、火电需求不济，叠加欧美经济疲软，港口集装箱和散货（煤炭）吞吐量增速分别随着中国出口金额增速和火电发电量增速低位下探；供给端，港口产能在“四万亿”之后稳步扩大，导致行业供需失衡愈发严重，港口上市公司毛利率加速下滑。 

The pharmaceutical industry employs blister packaging to pack medicines and small medical devices as it reduces production time and offers increased product protection. The adoption of this packaging solution is the highest in this industry because of rapid growth in the demand for tamper-evident and convenient packaging. Blister packaging protects solid dose pharmaceuticals from oxygen, moisture, odor and also enhances shelf life. Blister packaging will gain popularity because of its flexibility to the unit-dose format with high visibility, expanded label content, and implicit track and trace features.

The food industry is the largest industry in the world and plays a key role in the economy of any country. The bakery sector holds a large share in the global food packaging market, accounting for around 10% of the market. Bakery products need to be packed in durable materials to reach customers fresh. Containers such as boxes, bags, and tubs are used to package these products. Vendors in the global bakery packaging market are continuously introducing packaging materials that can prevent contamination and better ensure the safety of bakery products. Packaging designs also have a significant influence on the purchase decisions of customers.