Will this year's epidemic affect the logistics express industry?

Impact of the epidemic in 2020: Some enterprises are frustrated and have great operating pressure.

From the scale of operating income of listed companies in the industry, in the first three quarters of 2020, the top 43 listed companies in the logistics industry ranked in Zhong Da, with revenue of 290.200 billion yuan, which was far higher than the industry average of 29.326 billion yuan and 9.9 times the industry average. At the same time, among the 43 listed logistics companies, 7 companies' revenue is higher than the industry average, among which the revenue scale reaches more than 654.38 billion yuan, ranking first. From the perspective of revenue growth rate, there are 2 1 listed companies that have achieved positive growth, of which the largest growth rate is 222.32% of Opal; Twenty-two listed companies experienced negative growth, and Oriental Jiasheng experienced the largest decline of -62.87%.

Judging from the net profits of listed companies in the industry, the net profits of SF Holdings, Jianfa, Zhong Da, Sinotrans, YTO Express and Dayun are all above 654.38 billion yuan. Opal, Xinning Logistics, Changjiang Investment, Longzhou, Antong Holdings and Pegasus International all suffered losses. From the perspective of net profit growth, the net profit of 25 companies achieved positive growth, among which 19 companies increased by more than double digits, while Hengtong, Shanghai Yashi and Debon increased by more than 100%. The net profit of the remaining 18 enterprises all experienced negative growth, among which 14 enterprises all experienced double-digit decline, and Xinning Logistics and Longzhou shares all experienced multiple declines, among which Xinning Logistics experienced the largest decline, reaching -258. 14%.

On the whole, the weak market demand in the domestic logistics industry under the influence of the epidemic situation has limited the development of logistics enterprises, and the operating level of some enterprises has not fully recovered by the end of the third quarter. According to the research of China Federation of Logistics and Purchasing, by the end of the third quarter of 2020, the operating level of logistics enterprises has recovered from the previous period, but the pressure of manpower and capital cost is still great; Although the profits of logistics enterprises have increased, the level of profits is still not optimistic, and the sustained and steady growth of corporate profits still faces certain pressure.

-For more logistics industry-related planning, projects and data analysis, please refer to Forward-looking Logistics Industry Research Institute.