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上海雅仕(603329)新股询价报告

Shanghai Yashi (603329) IPO inquiry report

華鑫證券 ·  Dec 13, 2017 00:00  · Researches

Company profile

The company is mainly engaged in supply chain logistics and supply chain executive trade business, and is a full-process supply chain service provider providing customized services for industrial customers. Through specialized route customization, coordination of various transport modes, door-to-door container transportation and integrated port turnover service, the company simplifies the consignment procedures of industrial enterprises, shortens the transportation time of goods, and reduces the cost of packaging, shipping, loading and unloading containers. Based on the extension of the advantages of commodity logistics, the company has opened up the executive trade business and improved the business section of supply chain services. The main customers of the company's supply chain products and services are large industrial enterprises, and the main goods are parathion resources, non-ferrous metals and coal.

The highlight of the company

The main contents are as follows: (1) Highway, railway and sea container multimodal transport is an important form for the company to realize supply chain logistics. Through years of deep ploughing in the parathion chemical and non-ferrous metal industries, and with the help of customized services of endogenous binding to customers, the company has been based on the characteristics of industrial production and development, and based on a large number of customer resources, in geographical space, along the trend of industrial development, take the Nanning-Kunming Railway Route and Longhai Railway Route as the core transport channels, and take Fangcheng Port, Qinzhou Port and Lianyungang Port as important distribution centers. Established and extended ① Lianyungang to Jiangsu, Zhejiang and Shanghai, ② Lianyungang to Xining, ③ Fangchenggang (Qinzhou Port) to Kunming, ④ Alashankou to Yunguichuan, ⑤ Xining to Guangzhou and other container transport routes. These transportation lines are like the longitude and latitude lines of the company's logistics network, which not only maintain independent operation ability, but also can be connected to each other through public platforms, so that the company not only has obvious transport route advantages, but also has a comprehensive logistics network advantage.

(2) the company's supply chain system has been extended to the upstream and downstream core customer production links, and naturally formed a close strategic cooperative relationship with customers. Within the served enterprise, the company usually has not only a large number of logistics facilities and equipment, but also professional operators; in the production connection with the served enterprise, the raw material service usually goes directly to the feed port of the production line of the enterprise, and the product service usually goes directly to the product output port of the production line of the enterprise.

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