Ambush The "Double Eleven" Theme Fund, ICBC Credit Suisse Logistics Industry Nearly A Year'S Income In The Same Top Ten

Approaching "

"Shopping Carnival", related stocks have surged ahead of schedule.

The professional organization expects that this year's "double eleven" full network sales scale will exceed 200 billion yuan for the first time, and logistics packages exceed 1 billion, all of which are at a record high, and will be directly benefited from the "double eleven" related express logistics industry.

Galaxy securities data show that as of October 20th, the first public investment fund in China's main logistics industry - ICBC Credit Suisse logistics industry stock fund, has returned 22.45% this year.

With the "double eleven" countdown, the logistics plate good frequency.

Previously,

The rookie network and major express companies predict that the total quantity of the "double eleven" industry's express delivery will reach a new level this year, and it is expected to exceed 1 billion.

According to past data, Xingye securities estimates that in 2017, the total number of "double eleven" pactions will reach 247 billion 900 million yuan and the total number of packages will reach 1 billion 650 million.

Giants and capital continue to increase the logistics industry. Alibaba group announced that it had raised 5 billion 300 million yuan to raise rookie, and said it would invest 100 billion yuan in the next five years to build the global logistics network.

In addition, recently, Zhong Tong and rhyda announced a rise in price, and the share price of the express company rose collectively, with a larger increase in China Unicom and rhyme, all over 10% (Wind information data, October 10th to October 20th).

In addition to the good electricity supplier, the benefit from the trade port landing exceeded expectations, the relevant concepts in the port and logistics sector have also been strong recently. China trade logistics, Shanghai commodities and trade stocks and other stocks on 20 and 23 are even trading.

Tianfeng Securities believes that the advance and landing of FTA policy is likely to exceed expectations. The main beneficiary targets in the early stage are mainly local stocks in Shanghai. If the above speculation is established, from the geographical location, the direct benefit target is likely to be the Shanghai port group and Shanghai airport.

In fact, from the market performance, the overall logistics sector has shown a strong driving force.

As of October 20th, Shen Wan logistics index rose 14.88% in the past three months, far exceeding the Shanghai Composite Index's 4.57% increase during the same period.

At present, there are only a few logistics thematic funds in the market. Among them, the first logistics industry thematic fund, the ICBC logistics industry, is particularly brilliant. This year, it has achieved a performance return of over 20%, not only exceeding the benchmark of 7.58%, but also significantly outperforming the average level of 15.4% of Galaxy stock industry Equity Fund (Galaxy Securities and Wind data).

The fund focuses on selecting high-quality listed companies with high growth in the logistics industry for investment. Through qualitative analysis and quantitative analysis, it focuses on those listed companies that can benefit from the development of modern logistics industry under economic pformation.

For logistics sector follow-up market, the agency believes that because of "

There is a huge imagination in the consumption boom, coupled with the expected price increase and profits, the logistics market is expected to continue to deduce.

Tianfeng Securities said that the valuation switch in October led to a prominent performance price ratio, superimposed on the "double eleven themes" and the optimistic signal of China Unicom's price adjustment, and the courier will be out of a strong market.

Huatai Securities pointed out that in October 13th, the State Council promulgated the guiding opinions on actively promoting the innovation and application of supply chain. Combined with the reform of state-owned enterprises and the nineteen major factors, the leading enterprises in the state-owned circulation sector benefited from the possibility of policy catalysis.

Professionals advise investors to focus on the value of the theme funds such as the ICBC logistics industry.