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Less worries about stock trading

Warehousing and logistics are in the limelight.

The Shanghai Composite Index fluctuated downward in the morning, with the SSE 50 Index falling more than 1%. China Petroleum, China National Offshore Oil Corporation, China Mobile and others all fell more than 3%, and most of the heavyweight stocks weakened; information technology and software stocks exploded against the trend, with smart government affairs, network security and other sectors leading the gains; banks, pork, education, coal and other sectors led the losses.

Zhongbai Group fell sharply in early trading

Zhongbai GroupThe stock price fell sharply in the morning, hitting the lower limit at one point during the session, and closed down 8.86% at noon.

Recently, the news that Zhongbai Warehouse, a subsidiary of Zhongbai Group, opened its first store after learning from Pang Donglai has been all over the WeChat Moments. After 15 days of closure and adjustment, Zhongbai Warehouse Guanshan Guanggu Shopping Plaza Store officially resumed business on July 20. This store is one of the first stores that Zhongbai Group adjusted after learning from Pang Donglai. On the first day of opening, the store's sales reached 1.23 million yuan, a year-on-year increase of 723%. Another adjusted store will open on July 27. The company also plans to adjust 3 Zhongbai Warehouse stores in August.

It is reported that before Pang Donglai became popular, supermarkets such as Jiangxi Jiabai Le, Gansu Xinle, Hubei Yasi, and Qinghai Yijiaqin had already upgraded their businesses by learning from the "Pang Donglai model". This year, Bubugao, Yonghui Supermarket, and Zhongbai Group have all rushed to learn from and accept Pang Donglai's adjustments, and the "Pang Donglai model" has been further deified.

From the performance point of view, the long-term pressure on performance is the biggest factor in Zhongbai's adjustment. The company's net profit attributable to the parent company in 2021 and 2022 was in a loss state. The performance in the first half of this year is expected to continue to be in the red, with a net profit of about -168 million yuan to -118 million yuan, which is a significant increase in the scale of losses compared with the same period last year.

The company stated that the development of e-commerce and near-field retail have led to a year-on-year decrease in customer flow and average customer spending in offline hypermarkets, and a decline in the company's operating income; at the same time, in order to cope with low-price competition in the industry, the company has increased its promotional efforts and its gross profit margin has declined; in addition, the company has closed stores that have no hope of turning a profit, resulting in closure losses.

According to relevant people from Zhongbai Group, this adjustment introduced 6,366 new products, with overall prices being around 20% cheaper, and some products even being reduced by 30% to 40%. They no longer use discounts, promotions, coupons and other activities to attract customers. After the adjustment, they mainly adopted the supply chain direct procurement model, which reduced the cost price.

The person in charge of Zhongbai Warehouse Supermarket also introduced that after the adjustment, employees' wages have increased; the working hours of grassroots employees will not exceed 40 hours a week, and there will be no KPI assessment, providing employees with a relaxed working environment and providing customers with better services.

Warehousing and logistics concept stocks strengthened

In the early trading, warehousing and logistics concept stocks strengthened.Tianshun Shares2 consecutive boards,Hengtong SharesThe stock price of Feilida once reached the daily limit. On the news front, the communique of the Third Plenary Session of the 20th CPC Central Committee pointed out that it is necessary to build a unified national market and improve the basic system of the market economy.

Logistics is an important basic, strategic and leading industry that facilitates economic development and ensures the microcirculation of people's livelihood. According to relevant statistics from the State Post Bureau, my country's annual express delivery business volume has ranked first in the world for 10 consecutive years.

Since the beginning of this year, a number of regulations or standards related to the express delivery industry have been implemented to encourage, regulate and guide the industry to further develop with high quality. Industry insiders said that express delivery companies will increase their efforts in technological innovation, improve production processes and management models, and promote industrial upgrading and transformation. Driven by a series of policies such as e-commerce going global, express delivery going to the countryside, equipment upgrades and low-altitude economy, the express delivery industry is expected to maintain a relatively high growth rate for a long time in the future.

Institutions unanimously predict that many stocks will have high growth in full-year performance

According to the Securities Times Databao statistics, among the A-share warehousing and logistics concept stocks,Jiayou International, Huaihe Energy, YTO ExpressThe share prices of the five stocks including , , and , all rose by more than 10%. Jiayou International ranked first in terms of share price increase, with a cumulative increase of 56.64% this year. The company is the leader in cross-border multimodal transport between China and Mongolia, mainly engaged in cross-border multimodal transport integrated logistics services and supply chain trade services. The company has invested in bonded warehouses and customs supervision sites at international land transport ports in key development areas in China, Mongolia, Central Asia and Africa, and provides warehousing services.

Currently, five warehousing and logistics concept stocks have released their first-half performance forecasts, with all of them forecasting increases, and the business of many listed companies showing new progress.

Jiayou InternationalThe company predicts the largest net profit scale, with a net profit of about 746 million yuan to 796 million yuan, a change of about 48.00% to 58.00% compared with the same period last year; in the first half of the year, the China-Mongolia cross-border logistics market continued its good development trend, and the import and export volumes of Erenhot and Ganqimaodu ports reached new highs, laying a solid foundation for the company's China-Mongolia cross-border integrated logistics business. At the same time, the company will replicate and upgrade the experience of operating core logistics assets and providing related services at the China-Mongolia ports for many years to the African market. In the first half of 2024, the results of the large logistics map in Africa will begin to emerge, and the brand influence will gradually expand, forming the company's second growth curve.

STO ExpressThe performance in the first half of the year is expected to increase, and the net profit is expected to be about 375 million to 475 million yuan, which is about 71.78% to 117.59% higher than the same period last year. Since the beginning of 2024, the online retail of physical goods has maintained a steady growth trend, and the scale of express delivery business has shown a good trend of rapid growth. In the first half of 2024, the transfer centers in Hefei, Anhui and Changsha, Hunan have been officially put into use. Next, the company will reasonably arrange the capacity planning investment according to the industry and the company's volume scale.

my country's super-large national warehousing and logistics company China Storage Holdings and IT metal logistics and distribution leader Blue Lithium Core both expect to see an increase in performance in the first half of the year.

Based on the full-year performance forecast data given by institutions, among the 16 concept stocks rated by more than 5 institutions, 15 are expected to grow in full-year performance.Changjiu Logistics, Blue Lithium, STO ExpressThe full-year performance growth is expected to exceed 100%.

Statement: All information content of Databao does not constitute investment advice. The stock market is risky and investment should be cautious.

Editor: Lin Lifeng

Proofreading: Liu Rongzhi

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