上市公司思变

Good Performance of Traditional Logistics Enterprises in Stock Market

物流上市公司2011年年报披露收官，物流板表现首度被机构评级为“强于大市”。究其原因，无论是传统的仓储物流、综合性的第三方物流或新型供应链公司，良好的业绩均源自于转型和创新的驱动。2012年被定位为物流政策落实年，这意味着物流板将迎来长期的政策利好，但当前我国经济增长面临的不确定性较大，新的形势下物流上市公司仍需图谋思变。

In March, annual reports of domestic listed companies have been exposed.Logistics plate enterprises regarded as the hot point in the capital market in recent years also released their annual reports in 2011.The performances of almost all listed logistics are stable and steady, based on which,CITIC Securities gave the rating of 'strong market' .About the performance expectations of the logistics enterprises, most analysts have given the recommended rating. Most analysts tend to feel that, in recent years,from the Logistics Industry Restructuring and Revitalization Plans issued by the State Department to 'Nine Items' , the logistics industry have attracted more and more attention of the national level and the policies introduced in recent years have deep a direct impacton improving the living environment and enhancing the competitive force of the logistics industry. This development of the logistics industry is undoubtedly amajor positive. However,analysts also pointed out that these enterprises will be facing enormous pressures.