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受春节取消一类车收费影响,上市公司通行费收入普遍下降5%～10%,导致净利润相应下降,行业平均约下降约10%。而成本方面,控制人员成本、大修成本、折旧成为关键。物流企业成长性受到考验,关注上游行业有复苏迹象的标的。预计二季度随着上游行业景气度略有回升,板块业绩或能好于一季度,但全年业绩预计难有大惊喜。由于多数物流公司所处行业竞争激烈、话语权不够强,因此其成长性受到考验,在此情况下,公司业绩更多取决于宏观经济的强弱。
Affected by the cancellation of the first-class toll collection by the Spring Festival, the toll income of listed companies generally dropped by 5% -10%, resulting in a corresponding drop in net profit and an industry average of about 10%. And cost, control personnel costs, overhaul costs, depreciation become the key. Logistics growth has been tested, concerned about the signs of recovery in the upstream industry. It is expected that the business climate in the upstream industry will pick up slightly in the second quarter and the performance of the sector may be better than in the first quarter. However, it is expected that there will be no big surprise in the annual results. Because most of the logistics companies in the highly competitive industries, the right to speak is not strong enough, so its growth has been tested, in which case the company’s performance depends more on macroeconomic strength.