Shanghai Yashi(603329) 证券时报网·2024-11-13 02:11Core Insights - The logistics sector experienced a significant surge on the 13th, with companies like China National Logistics, Changjiang Investment, Shanghai Yashi, and others hitting the daily limit up, indicating strong market sentiment [1] - The Ministry of Transport and the National Development and Reform Commission released an action plan aimed at reducing logistics costs and improving efficiency, targeting a reduction in the ratio of total social logistics costs to GDP to around 13.5% by 2027 [1][2] Group 1 - The action plan emphasizes the enhancement of the national comprehensive transportation network, with a focus on improving infrastructure connectivity and optimizing transportation structure [1] - It aims for a 10% increase in national railway freight turnover compared to 2023 and an annual growth of approximately 15% in port container intermodal transport [1] - The plan promotes the adoption of a unified system for multimodal transport and significantly enhances freight organization efficiency, fostering the development of internationally competitive leading enterprises [1] Group 2 - The action plan also highlights the integration of logistics supply chains in sectors such as consumer goods, automotive manufacturing, and cross-border e-commerce [2] - It aims to cultivate platform-based, comprehensive logistics service enterprises and improve capabilities in multimodal transport, inventory management, distribution, and customs clearance [2] - Specialized logistics services in fields like engineering logistics, pharmaceutical cold chain, and hazardous materials are to be enhanced, with a focus on creating a group of specialized and refined logistics enterprises [2]