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冷链物流赛道迎利好 九州通数智化赋能医药冷链物流
作者:证券日报 时间:2021-12-20

      冷链物流细分赛道迎来了政策“春风”。

      GUOWUYUANBANGONGTINGRIQIANYINFALE《“SHISIWU”LENGLIANWULIUFAZHANGUIHUA》(YIXIAJIANCHENG《GUIHUA》),TICHUGULIYIYAOLIUTONGQIYE、YAOPINXIANDAIWULIUQIYEJIANSHEYIYAOWULIUZHONGXIN,WANSHANYIYAOLENGKUWANGLUOHUABUJUJIPEITAOLENGLIANSHESHISHEBEIGONGNENG,TISHENGYIYAOCHANPINLENGLIANQUANCHENGWUFENGXIANJIEDEXINXIHUAGUANLISHUIPING。

      ZUOWEIMINYINGYIYAOLIUTONGQIYEDEJIUZHOUTONG,ZAIYIYAOLENGLIANLINGYUBUJUYICHAOGUO20NIAN,XINGCHENGLEYITAOGAOXIAOBIAOZHUNHUADEYUNYINGTIXI,BINGZAIJISHUYANFAYUXITONGYUNGUANTISHENGSHANGJILEILEFENGHOUJINGYAN。

      “《GUIHUA》DECHUTAI,FANYINGLEWEILAILENGLIANXINGYEFAZHANDAOXIANG:YISHIGUOJIADUILENGLIANXINGYEYUELAIYUEZHONGSHI,ERSHIDUILENGLIANDEGUANLIHEJIANGUANBIAOZHUNHUIYUELAIYUEGAO。ZHEIDUIYUXINGYELAISHUOSHILIHAO,GENGSHITIAOZHAN。”12YUE15RI,《ZHENGQUANRIBAO》JIZHEZHUANFANGJIUZHOUTONGYIYAOJITUANWULIUYOUXIANGONGSIZONGJINGLIZHANGQINGSONGBIAOSHI,“《GUIHUA》DUIJIUZHOUTONGLAISHUO,JIHUIDAYUTIAOZHAN”。

医药冷链助力疫苗安全配送

      MIANDUIDANGQIANYIQINGFANFU,YIMIAODUIYIQINGFANGKONGDEZHONGYAOXINGJINYIBUTUXIAN。ERYIMIAODEYUNSHUPEISONGXULENGLIANWULIUZHICHI。YINCI,《GUIHUA》TICHUYAOWANSHANQUANGUOTONGYIDEYIYAOCHANPINLENGLIANWULIUTEBIEGUANLIJIZHI,BAOZHANGJINJIZHUANGTAIXIAYIMIAOJIQITAYIYAOCHANPINLENGLIANYUNSHUCHANGTONGHEWULIUGUOCHENGZHILIANGANQUAN。

      ZUOWEIKEXINGYIMIAODEZHUYAOCHENGYUNHEZUOHUOBAN,JIUZHOUTONGWULIUZINIANCHUBIANKAISHIKAIZHANYIMIAOWEITUOPEISONGGONGZUO,WANCHENGKEXINGYIMIAO95%DEGONGYING。

      JIUZHOUTONGWEIYIMIAOZHIDINGLEYUNSHUZHUANAN,YIZHUANRENZHUANCHE、SHUANGSIJISHUANGFENGJISHUANGBAOXIANPEIZHIYUNXING,BAOZHANGYIMIAOPEISONGBUGUANSHIZAI38SHESHIDUDEHAINAN、HAISHILINGXIA50SHESHIDUDEMOHE,QILENGZANGWENDUHENGDINGZAI2—8SHESHIDUDEANQUANFANWEINEI,QIEYUNSHUQUANCHENGXINXIKECHAXUN、KEZHUISU。

      ZHANGQINGSONGBIAOSHI:“XINGUANYIMIAODEYUNSHUSHIMUQIANLENGLIANWULIUZHONGYAOQIUZUIGAODE,CAOZUOGUANLINANDUYESHIZUIDADE,YIMIAOMEIYOURONGCUOLV,BIXUQUANCHENGGUANLIDAOWEI,BUNENGCHUCUO”。WEICI,JIUZHOUTONGLIANHECHEQIYANFAXINXINGLENGZANGCHE,JIAHOUCHEBITISHENGBAOWENXING,GAIZAOCHETIFANGZHICEFAN,YIJIYICHANGQINGKUANGCHULINENGLI,RUSHEBEIHUODIANYUANGUZHANGSHI,XIANGTIDEBAOWENSHIZHANG,CONG20FENZHONGYANZHANGZHI90FENZHONG。

      JULEJIE,CHULEKEXINGKONGGU,JIUZHOUTONGLENGLIANHAIYUZHANGCHUNZHUOYISHENGWUGUFENYOUXIANGONGSI、ZHANGCHUNBAIKESHENGWUKEJIGUFENGONGSIDENGYIMIAOSHENGCHANQIYEJINXINGHEZUO,DEDAOCHANGJIAGAODURENKE。ZHANGQINGSONGSHUO:“MUQIAN,JIUZHOUTONGYIYAOLENGLIANYEWUZHANZHENGGEWULIUYEWUSHOURUDEBIZHONGDADAO30%,WOXIANGXINWEILAIZHEIGEBILIHUIYUELAIYUEGAO。”

      ZHANGQINGSONGRENWEI,“XINGUANYIMIAOYUNSHUDUILENGLIANWULIUJISHUYANFAYUWULIUGUANLISHUIPINGDOUSHIYICITISHENG”。

      SHISHISHANG,YIMIAOYUNSHUYINGXIANGDEBUJINSHIWULIUQIYE,XIAYOUYIYAOWANGDIANYEXUSHENGJI。GUIHUAYETIJI,YAOTUIDONGYIYAOLIUTONGQIYEAN《YAOPINJINGYINGZHILIANGGUANLIGUIFAN》YAOQIUPEIBEILENGZANGLENGDONGSHESHISHEBEI,ZHICHIJIKONGZHONGXIN、YIYUAN、XIANGZHENWEISHENGYUAN(SHI)DENGYILIAOWANGDIANTIGAOYIYAOCHANPINLENGLIANWULIUHESHIYONGHUANJIEDEZHILIANGBAOZHANGSHUIPING。

      JIUZHOUTONGFAHUIDUONIANYIYAOLENGLIANYUNZUOJINGYAN,JIEHEGESHENGFENJIKONGZHONGXINDEYAOQIU,DUILENGKU、LENGZANGCHE、WENSHIDUXITONGDENGSHESHISHEBEIJINXINGYANGEDEBIAOZHUNZHIDING、XUANXING、GAIZAO,YIMANZUYIYAOLENGLIANRUANYINGJIANZIZHIYAOQIU,KEYITIGONGYIMIAORICHANGJINGXIHUAYUNYINGYUJIANGUAN。WEIBAOZHANGYIMIAOWULIUFUWUZHILIANG,HAIZHUANMENSHELIYIMIAOZHUANYONGKU,YIMIAOZHUANYEJISHURENYUANDUIYIMIAOZHUANKUJINXINGDINGQIZHILIANGGUANLI,YIBAOZHENGCUNCHUYAOQIU,RUZAIWUHANDONGXIHUWULIUZHONGXINSHEZHI2GEYIMIAOZHUANYONGKU。

      QUANLIANBINGGOUGONGHUIXINYONGGUANLIWEIYUANHUIZHUANJIAANGUANGYONGZAIJIESHOU《ZHENGQUANRIBAO》JIZHECAIFANGSHIBIAOSHI,YIYAOLENGLIANWULIUSHISUIZHEYIQINGBAOFA,XIANGYINGYIMIAOYANZHICHENGGONGHOUKAISHISHOUDAOSHICHANGDEZHONGSHI。YINWEIHENDUOXIANGGUANYIMIAO(YOUQISHIXIAOGUOHAODEYIMIAO)ZAIQIYUNSHUGUOCHENGZHONG,DUIYUWENDUDEYAOQIUSHIFEICHANGYANGEDE。BUJINSHIDUIYUZUIDIWENDUYOUYIDINGDEYAOQIU,ERQIEDUIYUWENDINGXINGDEYAOQIUYEFEICHANGGAO。LINGWAI,DUIYUHENDUOYIWAI(RU:DUANDIANDENG)YEDEYOUYINGJICUOSHIHEJIEJUEFANGAN。ERYAOJIEJUEZHEIXIEWENTIHEMANZUZHEIXIEKEKEDEYAOQIU,XUYAOYOUJIAOGAODEJISHUSHUIPING,YIJIDUONIANDEYUNYINGJINGYAN,YOUYIDINGDEJINRUBILEI,FAZHANQIANJINGBIJIAOKANHAO。

SHUZHIHUAFUNENGYIYAOLENGLIANWU

      《GUIHUA》JIANGYOUHUAYIYAOCHANPINLENGLIANWULIUFUWUZUOWEIZHONGDIANRENWUJINXINGBUSHU,TICHUJIAQIANGYIYAOWULIUZHONGXINYULENGLIANMODUANDEWUFENGXIANJIE,GULIFAZHANDUOWENGONGPEI、JIELIPEISONGDENGMOSHI,TANSUOFAZHANCHAODIWENPEISONG,GOUJIANGUANGFUGAI、GAOXIAOLV、DICHENGBEN、ANQUANKEKAODEYIYAOCHANPINLENGLIANWULIUWANGLUO。

      GUANGFUGAI、GAOXIAOLV、DICHENGBEN、ANQUANKEKAODEYIYAOCHANPINLENGLIANWULIUWANGLUO,ZEYITUOYUZHUANYEZHILIANGGUANKONGTIXIYUXINXIHUAGUANLIXITONG。SHISHISHANG,CONG2001NIANTUOZHANLENGZANGCANGCHUKAISHI、DAO2014NIANCHENGLILENGLIANSHIYEBU,KAIQIZHUANYEHUAKUAISUFAZHANZHIJIN,JIUZHOUTONGYANZHEGUIMOHUA、ZHUANYEHUAYUSHUZHIHUADEFANGXIANGTUOZHAN,JIANCHENGLEFUGAIQUANGUO98%YISHANGXINGZHENGQUYUDELENGLIANWULIUWANGLUO,YONGYOU300DUOLIANGLENGZANGCHE,1700DUOLIANGWAIXIECHELIANGYIJI5000DUOGEBAOWENXIANGDENGSHESHISHEBEI;YONGYOUZHUANYEZHILIANGGUANKONGTIXIYUXINXIHUAGUANLIXITONG,CHUKUZHUNQUELVDA99.99%。

      ZHIDEGUANZHUDESHI,JIUZHOUTONGLENGLIANWULIUZIZHUYANFALEYIGEZHUISUGUANLIXINXIHUAYUNPINGTAI,ZAIBAOZHANGXINXIANQUANDEJICHUSHANG,KESHISHIJIANKONGJILUWENSHIDUSHUJU,RANGGONGYINGLIANGUANLIANFANGGONGGUANGONGXIANGSHUJU,TISHENGXIETONGHUAYUPINGTAIHUAFUWUSHUIPING,TUOZHANSHANGXIAYOUCHANYEJIAZHIKONGJIAN,SHENHUALENGLIANWULIUYUXIANGGUANXINGYEDERONGHEFAZHAN,CUJINLENGLIANWULIUYEWUMOSHI、ZUZHIJIEGOUJIJISHUCHUANGXIN,YIJIJIANGUANZHILIANGHEXIAOLVDETIGAO。

      ZHANGQINGSONGRENWEI,GUIMOHUA、ZHUANYEHUAYUSHUZHIHUASHIGUIHUAWEILENGLIANWULIUFAZHANZUOCHUDEMINGQUEZHIYIN,RANERZAILUOSHIZHIXINGDEGUOCHENGZHONGRENGXUYAOXINGYEYIQICANYU,ZHIDINGBIAOZHUN,TIGONGXITONGXINGSHEJIYUZHIDAO。

      WANSHANQUANGUOTONGYIDEYIYAOCHANPINLENGLIANWULIUTEBIEGUANLIJIZHI,YESHIBENCIGUIHUASUOQIANGDIAODEZHONGDIANJUCUO。

      JINNIAN,JIAOTONGYUNSHUBU、GUOJIAWEISHENGJIANKANGWEI、HAIGUANZONGSHU、GUOJIAYAOPINJIANDUGUANLIJUYIJIUYIMIAOYUNSHUXIAFA《XINGUANBINGDUYIMIAOHUOWUDAOLUYUNSHUJISHUZHINAN》,JIUZHOUTONGWULIUZUOWEIBIANZHIDANWEIZHIYI,SHENDUCANYULEZHEIYIXIANGBIAOZHUNBIANZHIGONGZUO。

      ZUOWEICANYUZHIDINGZHE,JIUZHOUTONGYANGEZHIXINGBIAOZHUNSHELIJILIANGJIANCESHIYANSHI,CHENGWEIYIYAOXINGYESHOUGECHENGLIZIJIANSHIYANSHIDEYIYAOLIUTONGQIYE。SHIYANSHIJIANGYONGYUJILIANGXIAOZHUNHELENGKU、LENGZANGCHE、BAOWENXIANG、LENGZANGXIANG、LENGJUDENGCHUYUNSHEBEIDEWENKONGXINGNENGYANZHENG。DANGQIAN,JIUZHOUTONGYICAIYONGHENGWENCESHISHIYANSHI,GENJUYEWUSHIJIXUQIUJINXINGLENGBAODENGGEXIANGYEWUSHIYAN。

      ZHANGQINGSONGTANYAN:“MUQIANCONGSHENGCHANDUANDAOLIUTONGDUANZHENGTIFAZHANSHUIPINGHAIBUCUO,DANSHICONGLIUTONGDUANDAOMODUAN,TEBIESHIDAOXIANJIYIXIADESHEQUXIANGZHENWEISHENGYUAN,XIAOLVHEXINXIDEKEKAOXING、KECHIXUXINGHAIYOUJUDADETISHENGKONGJIAN。ZHEIYESHIWEILAILENGLIANWULIUXINGYEFAZHANDEZHONGYAOFANGXIANG。”

      ZHANGQINGSONGDUIYUWEILAIFAZHANYIYOUGUIHUA,TASHUO:“MUQIANWOMENZAIFUWUJITUANNEIBUYEWUXUQIUDETONGSHI,HAIZAIZHUDONGTUIJINWULIUSHICHANGHUAZHANLVE,JIANGJIAOTONGWULIUZIYUANDUIYIYAOXINGYEQUANMIANKAIFANG,CHIXUDAZAODAOLUYUNSHU+YANFA+SHUCHUBIAOZHUNCHANYELIANBIHUAN,WEISHANGXIAYOUHEZUOHUOBANTIGONGGAOZHILIANGFUWU。”

      ZHIMINGPINGLUNJIA、ZHONGGUOWULIUXUEHUITEYUEYANJIUYUANJIEXIAOWENJIESHOU《ZHENGQUANRIBAO》JIZHECAIFANGSHIBIAOSHI,JINNIANLAI,WOGUOLENGLIANWULIUCHUYUGAOSUZENGZHANGJIEDUAN,ZENGSUDA20%ZUOYOU,SHICHANGXUQIUJIAOWEIQIANGLIE。LENGLIANWULIUZHUYAODEJINGZHENGSHICHANGZAISHENGXIANSHIPIN、YIYAOLENGLIANFANGMIAN。XUYAOJIAKUAILENGLIANWULIUJICHUTOURU,GULILENGLIANWULIUXIANGGUANQIYEZHENGHEZHONGZU,JIANLIWANSHANXINGYEBIAOZHUN,TUIJINYUSHENGCHANZHIZAOQIYERONGHEFAZHAN,ZAILENGLIANWULIUSHANGYEMOSHISHANGJIAKUAITANSUO,KUODASHICHANGGUIMO,JINYIBUJIANGDIWULIUCHENGBEN,TIGAOJINGYINGXIAOLVXIAOYI。

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