On June 22, the much-anticipated 4th International Supply Chain Promotion Expo officially kicked off.
This exhibition focuses on the four major directions of cross-border trade, ocean shipping, port warehousing, and foreign trade supply chain digitization. It is undoubtedly the core event of the logistics sector in June.
At present, global foreign trade orders continue to pick up, and cross-border e-commerce and overseas import and export business are booming.
This exhibition brought together many leading logistics companies at home and abroad and held a number of industry discussions focusing on global route expansion, cross-border customs clearance optimization, and foreign trade supporting support.
This series of activities further consolidates the mid- to long-term growth logic of the track.
There are only two trading days left before the exhibition, and the willingness of funds to deploy low-level logistics sectors in advance has increased significantly.
This expo has two core themes worthy of attention.
The first main line is the cross-border trade track.
The core topics of the expo revolve around cross-border commerce and international freight forwarding.
As cross-border import and export demand steadily increases, the performance of related supply chain companies continues to improve.
The following are the core targets of this track: Jiayou International, Huamao Logistics, Prolutong, Oriental Jiasheng, and SF Express Holdings.
The logic of the track is that these companies rely on the global cross-border freight network to undertake foreign trade import and export orders.
The exhibition is expected to release more cross-border trade support policies, thereby bringing about an increase in orders.
The second main line is the port shipping track.
The transportation of foreign trade goods is inseparable from ocean shipping and core port facilities. The recovery of exports has directly led to an increase in shipping rates and port throughput.
The following are the segmented leaders of this track: COSCO Shipping Holdings, China Grain Logistics, Changjiu Logistics, Xiamen Xiangyu, and Yantian Port.
The logic of the track is that ocean transportation is the underlying carrier of cross-border trade, ports are hubs for the import and export of goods, and the upstream and downstream of the industrial chain will simultaneously benefit from the catalysis of industry conferences.
From the perspective of the overall core logic of the track, the recovery of foreign trade and the dual benefits of industrial conferences have resulted in the formation of a linked market in the two major subdivisions of cross-border trade and port shipping.
Moreover, the overall valuation of the sector is low, and as the exhibition time window approaches, there are opportunities for band operations for low-level leaders.
For short-term operations, the following ideas are available for reference.
Priority is given to the layout of two main lines, with strong cross-border freight forwarding flexibility and higher port shipping performance stability.
At the same time, we should avoid stocks that have experienced sharp short-term rises and overdrawn valuations, and focus on low-level subdivision leaders on dips.
We would like to remind investors that this article is only for popularization of industry information and does not constitute any investment advice. There are risks in stock market fluctuations, so investment needs to be cautious.
You can communicate in the comment area and discuss whether you are more optimistic about cross-border trade freight forwarding or the main line of port shipping.
