On June 25, 2024, the logistics and express sector was dominant. On the plate, Xingtong shares led the rise, Yunda shares, Haichen shares with the rise, logistics express ETF (516530) market heat is higher, the average daily turnover of the past 5 trading days exceeded 1.64 million yuan.


On June 25, 2024, the logistics and express sector was dominant. On the plate, Xingtong shares led the rise, Yunda shares, Haichen shares with the rise, logistics express ETF (516530) market heat is higher, the average daily turnover of the past 5 trading days exceeded 1.64 million yuan.

Huafu Securities said that in the short term, the current high freight rate will continue to at least Q3 peak season, freight rate or peak in July, the fall of the pallet after the rush in July and the replenishment strength after the possible interest rate cut in Europe and the United States in the second half of the year will determine the strength of the airline price. The reversal of supply and demand will support the annual performance recovery of container shipping companies, and repeat the winner of the 21-year global supply chain "blocking" bureau. If the conflict in the Red Sea continues for a long time, it will be conducive to the container shipping giants to increase the long-term agreement price and significantly repair the valuation in 2025. According to the NRF, U.S. seaborne imports are expected to peak at 2.17 million TEU in August (a level last reached in 2022) before slowing in September and October, indicating a decline in seaborne imports, with the possibility of congestion in July and August and the highest freight rates. Logistics express sector prosperity is higher.