Research reports on mining opportunities丨swhy: Initiating coverage on deppon logistics with a "shareholding" rating, highlighting strong core competitive barriers.

The research report by swhy indicates that Deppon Logistics (603056.SH) is a nationally leading high-end express company, and the investment by jd.com in 2022 has brought significant changes. Currently, the high-end express industry has formed a dual oligopoly competition pattern of 's.f. holding + jd.com', with expectations of a gradual slowdown in price competition in the long term. The company's core competitive barriers are prominent, and service quality and network coverage are the main competitive factors. In response to the industry's service quality pain points, Deppon builds high service quality barriers through four aspects. Deppon Logistics' main business is high-end direct express, with primary products including less-than-truckload and express services. s.f. holding's main business is also express and logistics.

Gelonghui FinanceDec 10 15:24 · Ratings

Deppon Logistics (603056): Core competitive barriers are prominent, and network integration holds promising prospects for the future.

Investment highlights: Deppon Logistics is a leading high-end express company in the country, and in 2022, jd.com's investment brought significant changes. High-end express and large package delivery are the company's main businesses and are greatly affected by macroeconomic conditions. In 2022, jd.com completed its investment in Deppon Logistics.

swhy researchDec 10 07:52

Express News | This week, more than ten listed companies announced the disclosure of repurchase, shareholding, and refinancing-related situations. The indirect controlling shareholder of Deppon Logistics intends to increase shareholding and obtain loans not exceeding 0.

BreakingsDec 1 20:21

The first A-share company to complete a repurchase using special loans! This week, deppon logistics and 14 other stocks disclosed plans for repurchasing and increasing shareholdings through refinancing, with a list of relevant A-share companies.

①Recently, A-share companies that have obtained repurchase loan support continue to expand. According to incomplete statistics from Caixin, this week 14 A-share listed companies announced the disclosure of repurchase and shareholding refinancing related situations (see table); ②Deppon logistics plans to increase shareholding by 0.3 to -0.6 billion yuan and borrow no more than 0.4 billion yuan. Fushun special steel is the first A-share listed company to disclose the use of its own funds and repurchase special loans to complete repurchase.

cls.cnNov 30 15:21

Deppon Logistics (603056): The demand for large-scale transportation is expected to recover, and the shareholder's shareholding highlights the confidence in operation.

The policy of trading in old for new is expected to continue, driving the demand for large transportation since March 2024. The State Council, the National Development and Reform Commission, and other departments have successively introduced relevant plans to promote and support large-scale equipment renewal and consumer goods trading in old products, with continuous support.

zheshangNov 30 00:00

A-share abnormal movement: Logistics sector rises again, Sanyangma hits the limit up.

Gelonghui on November 26th: The logistics sector surged again, with Sanyangma hitting the daily limit, Zheshang Development Group, CMST Development, Deppon Logistics previously hit the daily limit, jiangsu feiliks international logistics inc. rose by more than 10%, Huaguangyuanhai, HPF Co., Ltd., Tianshun Logistics, Wanlin Logistics, Haichengbangda, etc., followed the uptrend. On the news front, the State Council Information Office will hold a routine policy briefing at 3:00 pm on Thursday, November 28, 2024, please have Deputy Secretary-General Zhang Shixin of the National Development and Reform Commission, as well as officials from the Ministry of Transportation, Ministry of Commerce, and China Railway Group, introduce relevant policy measures to effectively reduce the overall social logistics costs, and answer questions from reporters.

Gelonghui FinanceNov 26 13:46