Volume increases and prices remain low as the express delivery industry competes to reduce costs. The application of autonomous vehicles and Drones is expected to accelerate next year | Year-end review.

① Since the beginning of the year, the growth rate of express delivery volume has exceeded 20%; the operating situation of "the two logistics giants and one delivery company" in the first 11 months shows volume increase and low prices, with ZTO achieving year-on-year revenue growth per package in Q3. ② Industry insiders say that the growth rate of express delivery volume will still be double-digit in the next 1-2 years. It is expected that next year, Drones and unmanned vehicles will accelerate their application in various express delivery scenarios, further reducing social Logistics costs.

cls.cnDec 28, 2024 04:19 ET

Cosco Ship Engy welcomes Taibao's shareholding, frequent institutions' shareholding within the year.

Cosco Ship Engy (1138.HK) received further shareholding. On December 5th, China Pacific Insurance (601601.SH) disclosed that as of November 29th...

wallstreetcnDec 5, 2024 03:39 ET

China Pacific Insurance announced a stake in cosco ship engy listed in hong kong. Since November, there have been 7 instances of insurance capital acquiring stakes, possibly preparing for asset allocation next year.

① china pacific insurance announced that it has acquired shares in cosco ship engy listed in hong kong, with the company and its associates and concerted parties collectively holding 5.04%; ② china pacific insurance indicated that it does not rule out the possibility of further investment in the future; ③ insurance capital's enthusiasm for acquiring shares has increased towards the end of the year, with a total of 7 acquisitions since November, and industry insiders believe that insurance companies are beginning to prepare for asset allocation for next year.

cls.cnDec 5, 2024 02:48 ET

Share buyback shareholding loans quickly landed! ICBC, BOC, ABC, CMB, CITIC and other first batch of multiple banks announced progress. Some banks have already shown cooperation intentions with nearly a hundred listed companies.

1. As of now, Bank of China has reached cooperation intentions with nearly a hundred listed companies, with 32 listed companies explicitly promised loans, covering multiple industries such as integrated circuits, transportation, high-end manufacturing, and business services; 2. The banks stated that they will strictly adhere to the risk compliance bottom line, rigorously prevent crediting funds that do not meet the conditions of stock increase stake & buyback and refinancing policies from illegally flowing into the stock market.

cls.cnOct 21, 2024 03:54 ET

China Merchants Port: The fundamental problem of port supply chain disruption has not been solved. The budget for Phase II of Dachan Bay is approximately 6 billion yuan | Directly covering the earnings conference.

①The situation in the Red Sea has led to disruptions in port supply chains, driving an increase in container volume at the company's CICT terminal. The throughput of this terminal in the first 7 months of this year has reached 2 million TEU (annual target of 3 million TEU); ②Disruption in ship schedules and the phenomenon of ships being stuck at port have not been fundamentally changed; ③ The budget for the company's Da Chan Bay Phase II project is approximately 6 billion yuan.

cls.cnAug 30, 2024 06:57 ET

Grasping the "shipping dividend", COSCO Shipping Holdings' revenue in the first half of the year exceeded 100 billion yuan, with a year-on-year growth rate of over 10%.

In the first half of the year, affected by the interruption of the Red Sea route and the growth of cargo volume in emerging markets, Cosco Shipping Holdings' financial report is impressive, achieving a total revenue of 101.201 billion RMB, a year-on-year increase of 10.19%. At the same time, Cosco Shipping Holdings closely monitors the IMO convention and the EU's new environmental protection regulations, accelerating the development of an eco-friendly and low-carbon fleet.

wallstreetcnAug 29, 2024 23:43 ET