Hi, i'm chen, focused on the real state of the a stock industry, without blowing up, without creating fantasies, with real data, and with the bottom logic behind the upper and lower tracks。
Many senior and middle-aged friends work together in industries where the ground is hot, daily visible, business is real, and there are no thunderstorms。
Express logistics, transport, and so on, are the new race paths we see every day in our lives。
Net purchases, shipments, transports, deliveries, which last four quarters of the year, are part of the immediate and sustainable needs of the population。
In the last two years, the logistics industry has experienced a long fall in the entire plate, with very low stock prices, low freight and low profits。
A large number of old stockholders were in the early stages of ambushing and waiting to rebound。
But after the fall in mid-2026, the logistics track became completely polarized, so it struck all blindly and thinly:
Network-wide layout, adequate capacity, manageable costs, head-line direct logistics, full order, substantial repair of profits and a steady upward trend
Small-scale workshop logistics, small regional transport, internet-free small tickets with low prices, long-term non-profits, higher earnings and long-term stock prices at the bottom。
The core error in the loss of many middle- and middle-aged families is particularly simple:
It was felt that logistics had fallen for several years, that stock prices were too low and that all logistics units could rise。
Today, i used the simplest, most simple words, and the simplest words
No deep logic, no professional terminology
This year's logistics industry is being thoroughly understood: who really earns money, who really loses, who can take it, who has to throw it
A robust, low-intensity, low-temperature logistics business plan is designed for middle- and senior-aged shareholders。
First, the truth: logistics is not booming, the head's a cow, the crotch's a bear
Many friends think logistics is couriers, run transports, business is the same。
In fact, the logistics industry has changed so much this year, with the four truths that ordinary people can see it at once。
1. The industry has completely ended the underprices and freight costs have recovered steadily。
In previous years, there had been too many small logistics companies, all of them working at low prices, and freight charges were so heavy that no one was making money。
This year, the business shuffle ended, small companies were out of the game and the market stopped playing price wars。
The prices of express delivery units and main lines of transport have been warming steadily and the profits of large head businesses have been doubled directly。
2. Internet-wide monopoly, with all businesses concentrated in the head。
Today, electricians deliver goods, plant bills, and transport across the country
Businesses only look for large, large, networked, fast-paced, sales-based and well-carried head logistics enterprises。
Small logistics networks are small, unstable, wasteful, time-bound, large enterprises do not cooperate and businesses are becoming fewer and fewer。
3. Manpower, fuel costs are gradually flattened and the lead profit space is open。
The largest cost of logistics is fuel and labour。
This year, commodity and fuel prices have stabilized, and firms have been scaled up to collect and automatically sort
Overall operating costs have fallen significantly and the amount of money earned is increasing。
Small companies do not have the advantage of size, costs cannot be reduced, and they continue to lose even money。
4. Funding is based only on merit, leaving vulnerable people behind。
Now market money is very rational
Only real profits, stable cash flows and well-established industry are bought。
Long-term losses, fragmented operations, and logistics tickets without core competitiveness are completely unfocused and unsupported for a long time。
In conclusion:
This year's logistics rebound is the big platform, the big hand, the steady profit-making champion's cattle market, the small handy, the netless, and the low-priced bear market。
Ii. 2026 real popular data on logistics (all publicly available)
All data are derived from post office announcements, white papers in the logistics industry, and news alerts in listed companies, which are real and common。
Data 1: in the first half of 2026, the total volume of national courier operations was 61. 2 billion, an increase of 12. 4 per cent over the same period, and the demand for immediate human needs continued to rise。
Data 2: the average unit price of the industrial express rose by 9. 7 per cent on a year-on-year basis, completely ending the multi-year price reductions and fully repairing the profits。
Data 3: the net profits of leading head logistics firms increased by 48 per cent - 153 per cent over the same period, and industry closures were well established。
Data 4: in the logistics concept unit of unit a, over 52 per cent of small and medium-sized logistics enterprises have a flat or declining profit margin, and the course has become extremely polarized。
Data 5: five logistics enterprises in the head account for 78 per cent of the national market, and resources, orders and flows continue to concentrate on the head。
Data 6: intelligent separation, widespread automation, 18 per cent reduction in labour costs at the head and continuous improvement in profitability。
3 - 10 logistics core companies reporting custom dismantling (small age friendly edition)
It's all about making money, being unstable, taking it or avoiding it。
It is divided into four tiers: double the lead, robust middle army, minor repairs, determined mine avoidance。
First platoon: double performance, turn point
Shun fong holdings
Net profits for the first half of the year have increased by between 138 and 153 per cent, and the logistics track is an absolute black horse。
Common logic: the only country with full coverage of high-end logistics is the direct-camp model, the fastest time frame and the best service。
It covers commercial items, raw materials, large-scale transport, international logistics, storage supply chains, and is not short-listed。
This year, freight prices increased, costs decreased, high-end orders filled and performance reversed
A robust, small-scale, solid base is the best logistics for the elderly and middle。
Circular delivery
The net profit for the first half of the year increased by 116 per cent over the same period, and the unionization of couriers。
Common logic: internet sites cover the whole country, and electronics are at the top of the industry。
This year, the industry experienced full price increases, increased operational efficiency and a significant recovery in profits, leading to steady progress。
3-rhonda shares
Net profits for the first half of the year increased by 93 per cent over the same period, with the electrician delivering core。
Common logic: deep tiller-priced electric carrier express, single-stabilized, cash-flowed。
A thorough exit from the low-priced loss cycle, sustained recovery of profits and low valuation and high security。
Second platoon: stable, steady and profitable, suitable for long-term
4. Express
Performance has been steadily restored, individual volumes have continued to rise, cost controls have been put in place, and the quality of operations has continued to improve and to move steadily。
5. Outbound central and china
Cross-border logistics, freight forwarders, national business background, stable orders, strong cash flows and steady profits over the years。
3rd platoon: small warming, shock repair, waiting and waiting
6. Good offices shares
Regional logistics transport is dominated by small warming, weak flexibility and overall shock。
Investment in the yangtze
Logistics packages are slowly repaired, with small overall volume and limited growth, with only modest improvements。
Fourth platoon: long-term vulnerability, determination to avoid mines, no touching
Eight, three horses
Small-scale railway logistics, with single operations, scattered orders and full network advantages, resulted in a significant decline in profits during the first half of the year。
9. Tax policy
Small storage logistics platforms, no express delivery industry, no stable single volume, no increase in revenue from year to year, and net under-priced wool。
10. Constant shares
Regional transport is predominant, with minimal business volume, no core competitiveness and chronic underperformance without attention。
Iv. The four real reasons why the middle and senior age is a logistics unit and is chronically inactive
Many of the old stockholders have been mired in logistics for years without making money, and the core issue is four points, to be honest。
1 low prices and no industry status。
In all, three and four dollars of logistics were found to be cheap and flat。
In fact, it is because there is no single amount, no competitiveness, no persistent internal roll loss, not the bottom。
2. Do not know how to wash cards in order to make money for all logistics。
This year's price hike will be enjoyed only by large head enterprises。
Small firms do not have bargaining power and continue to work at low prices and do not earn any price increases。
3. Lack of clarity about the mains and the mucks and the purchase of small regional logistics。
Now it's the nation's big platform that makes money。
Regional, small-scale logistics, with a single operation and few clients, will never keep pace with industry recovery。
4. Can't hold on to a steady trend, always trying to make money fast。
Logistics is a steady, steady track for cattle, not a short-term surge。
A lot of friends change shares for a few days, and they finally miss the double。
V. 2026 logistics tracks: healthy main lines for the elderly + absolute possibilities
It's for senior and middle-aged friends. It's easy to remember. It's less expensive。
Three secure main lines in the second half
1. National express battalion/standing lead
Individually stable, benefiting from price increases, clear reverse performance and steady upward trends。
2. State enterprises at the forefront of cross-border logistics, storage supply chains
Reliance on national capital, stability of orders, high risk resistance and almost no storm risk are appropriate for health protection。
3. Intelligent, internet-wide, low-cost head logistics enterprises
The largest beneficiaries of the trade shuffles have sustained a concentration increase dividend, with steady long-term earnings。
I'm not sure i'm going to make it
1. Small regional logistics, small votes without national points
Single operations, weak competitiveness and long-term internal rolls are difficult to reverse。
2. Fluffs from the concept of non-core express delivery, pure logistics
There is no real single amount, no real income, pure subject matter, and long-term vulnerability falls。
3. Vulnerable enterprises with old modes of transport and no intelligent upgrading
Cost-effective, inefficient, market phase-out, long run-off。
Vi. Three fault areas where senior and middle-aged shareholders are the easiest to step on
Zone of error 1: logistics is what people need and all stocks are safe。
Wrong! The fact that the tracks are just needed does not mean that small businesses can make money, and the elimination of vulnerable enterprises continues。
Mistake 2: after years of falling, low logistics units are opportunities。
Most of the low logistics small votes are low, behind-ground, out-of-market, and not by mistake。
Mistake 3: the plate warms up and all logistics units rotate。
Logistics is now at the forefront of continuous innovation, with small votes falling from year to year, with no overall growth。
Vii. Omnipotent thinking (simply, robustly, undisturbed) in the middle and older age
This set of operations is tailored to the sound investment of middle and old age, without the need to focus and to change shares frequently。
1. Complete clean-up of small regional logistics, low-priced murmurs, and small vulnerable votes。
Industry concentration continues to rise, the weak are weak and small votes no longer have the opportunity to increase。
2. Core warehouse-focused national express top + national logistics。
Performance is reversed, trends are upwards, safe and steady。
3. Turn back low, never high, long-line patience。
The slowness of logistics to repair the situation is the chance of falling back。
Reduce the frequency of operations and reject short-line manoeuvres。
The largest losses are in the middle and old-age units, not the wrong shares, but the frequent stock exchanges and repeats。
Summary as a whole
In 2026, the logistics transport track completely set off against a multi-year low-priced, low-profit bear market, ushering in a definite reversal of industry price increases, steady increases in individual volumes and cost reversals。
This is the most important part of the country's global network, its intellectual separation, the stabilization of the electricity company, and the absolute position of the industry
Eating a triple dividend of increased demand for express delivery, rehabilitation of industry prices and increased market concentration, the performance of the medium-reports surged, moving out of the stable and rehabilitated cattle market throughout the second half of the year。
And small and medium-sized logistics impurities with a single business, a small regional presence, no core competitiveness, trapped in a low-end internal roll
Continued monolithic contraction, low-profit, unfunded funding, long-term vulnerability shocks and a complete departure from the mainstream track。
The road will never be out of date
But the steady future gains are in real volume, real single, real profit-making hard core。
We've got old stock, we've got money, we've got money, we've got meat。
It is important to change the old habit of "growing low prices, buying grubs, operating more frequently" and to change it
In the past few years, there has been a significant increase in the number of people in the world who have been able to cope with the growing trend of shuffles, high levels of concentration and industrial upgrading
Focus on the core of logistics, moving away from the weak vote, and actually eating the reverse dividend of the track。
Do you have a logistics unit, a trend reversal, or a low-level vulnerable weasel? Do you think it's possible to keep moving steadily in the middle of the second half of life
