交通远输行业包括了众多的子行业，如公路运输、水上运输、航空运输、铁路运输、物流等。2000年以来在国家对基础交通设施的大力投资建设下，全行业取得了快速的发展。

运输物流行业上市公司2000－2008年投资金额的年度走势图

　　在2000年到2006年间，运输物流行业上市公司的投资总额经历了非常迅猛的增长，从2000年的11.57亿元发展到2006年的1480亿元，年复合增长率达到了惊人的124.46%，这在一定程度上反映了全行业扩大投资、加快发展的趋向。但从2007年起，本行业上市公司总投资出现了一定的下滑。由2008年前几月的数据来看，在国际油价飙升的不利背景下，运输物流行业公司近期新增投资有放缓的趋势。

　　行业总投资按照运输物流上市公司的分布，依旧呈现东多西少、南多北少的局面。总量分布首位的华东地区占了总投资的四成多，下来是占了近三分之一的华南地区，第三的华北地区也有24.01％的占有量。

下面以大众交通为例，来介绍单个公司的投资趋势和投资特点。

• 投资在02年及05年以来均处于较高水平；公司主要投资集中在华东地区
  
• 大众交通是上海市最大的出租车公司和第二大公交公司，占有上海出租车市场20-25%的份额。公司持有多家上市以及非上市券商的股权，包括海通证券460万股，光大证券6000万股，国泰君安1.54亿股以及申银万国528万股等。此外，公司还投资房地产业以及旅游酒店行业。总体投资主要集中在交通运输业上，并对物流行业有一定投入。

 运输物流行业上市公司2000-2008H1的投资分布图(按地区)

图：大众交通2000-2008H1投资金额的年度走势图


图：大众交通2000－2008年的投资分布图(按细分行业)

说明：　客户在购买本报告时，我们可以将数据更新至最近的一个季度。

Transportation industry contains many sectors，such as highway transportation, water transportation, air transportation, railway transportation and logistics. Since 2000, China has poured huge amount of money into the construction of transport infrastructure, and the whole industry has developed rapidly. 

Annual Investment of Listed Transportation & Logistics Companies 2000-2008

Source: ResearchInChina

In the period 2000-2006, total investment of China’s listed transport and logistics companies increased much sharply and the investment surged to CNY148 billion in 2006 from CNY1.16 billion in 2000, representing the compound annual growth rate reached 1.24 times, which reflected the development trend of enlarged investment and accelerated growth in the whole industry. However, starting from 2007, China has undergone a certain decline in total investment in the transport and logistics industry. The statistics of the fist several months in 2008 show that the newly-added investment from the listed companies is slowing down under such an unfavorable background of soaring international oil prices.

China’s total investment in its transport and logistics industry, along with the distribution of the listed companies, shows that the east part of China enjoys more investment than the west part, and the south part gains more investment than the north part. East part of China ranks the first in terms of share in investment market, taking up more than 40% of the total, followed by the south part and north part, holding 32.19% and 24.01% respectively.
 

Investment Distribution of Listed Transportation & Logistics Companies(by Region), 2000-2008H1

Source: ResearchInChina

The report analyses the investment trend and features of the listed companies by taking Dazhong Transportation Group Co. as an example.

•  Investment peak in the period 2002-2005 and investment focus in the east part of China.
•  Dazhong Transportation is the biggest taxi company and the second largest public transport company in Shanghai. The company takes up 20-25% share of Shanghai taxi market. The company holds stake in many listed or non-listed securities firms, including 4.6 million shares in Haitong Securities, 60 million shares in Everbright Securities, 154 million shares in Guotai Junan Securities and 5.28 million shares in Shenyin Wanguo Securities. Additionally, the company also invests in real estate and tourist hotel industry. Its investment mainly focuses on transport industry and it has a certain investment in logistics industry.

Annual Investment of Dazhong Transportation Group, 2000-2008H1

Source: ResearchInChina

Investment Distribution of Dazhong Transportation Group(by Segments) 2000-2008 
 
Source: ResearchInChina

Note: When you purchase this report, we can update the data to the most recent quarter

第一章 运输物流行业投资方向分析
1.1 运输物流行业概况
1.2 运输物流行业的项目投资特点
1.3 未来发展及预测

第二章  公路运输上市公司投资方向分析
2.1 巴士股份的投资项目分析
2.1.1 投资方向分析
2.1.2 投资特点分析
2.2 申通地铁的投资项目分析
2.2.1 投资方向分析
2.2.2 投资特点分析
2.3 江西长运的投资项目分析
2.3.1 投资方向分析
2.3.2 投资特点分析
2.4 锦江投资的投资项目分析
2.4.1 投资方向分析
2.4.2 投资特点分析
2.5 海博股份的投资项目分析
2.5.1 投资方向分析
2.5.2 投资特点分析
2.6 强生控股的投资项目分析
2.6.1 投资方向分析
2.6.2 投资特点分析
2.7 南京中北的投资项目分析
2.7.1 投资方向分析
2.7.2 投资特点分析
2.8 大众交通的投资项目分析
2.8.1 投资方向分析
2.8.2 投资特点分析

第三章  航空运输上市公司投资方向分析
3.1 中国国航的投资项目分析
3.1.1 投资方向分析
3.1.2 投资特点分析
3.2 中信海直的投资项目分析
3.2.1 投资方向分析
3.2.2 投资特点分析
3.3 南方航空的投资项目分析
3.3.1 投资方向分析
3.3.2 投资特点分析
3.4 东方航空的投资项目分析
3.4.1 投资方向分析
3.4.2 投资特点分析
3.5 海南航空的投资项目分析
3.5.1 投资方向分析
3.5.2 投资特点分析
3.6 外运发展的投资项目分析
3.6.1 投资方向分析
3.6.2 投资特点分析
3.7 上海航空的投资项目分析
3.7.1 投资方向分析
3.7.2 投资特点分析

第四章  水路运输上市公司投资方向分析
4.1 中海发展的投资项目分析
4.1.1 投资方向分析
4.1.2 投资特点分析
4.2 长航油运的投资项目分析
4.2.1 投资方向分析
4.2.2 投资特点分析
4.3 亚通股份的投资项目分析
4.3.1 投资方向分析
4.3.2 投资特点分析
4.4 S*ST天海的投资项目分析
4.4.1 投资方向分析
4.4.2 投资特点分析
4.5 长航凤凰的投资项目分析
4.5.1 投资方向分析
4.5.2 投资特点分析
4.6 中海海盛的投资项目分析
4.6.1 投资方向分析
4.6.2 投资特点分析
4.7 招商轮船的投资项目分析
4.7.1 投资方向分析
4.7.2 投资特点分析
4.8 中远航运的投资项目分析
4.8.1 投资方向分析
4.8.2 投资特点分析
4.9 中国远洋的投资项目分析
4.9.1 投资方向分析
4.9.2 投资特点分析
4.10 中海集运的投资项目分析
4.10.1 投资方向分析
4.10.2 投资特点分析
4.11 宁波海运的投资项目分析
4.11.1 投资方向分析
4.11.2 投资特点分析

第五章  铁路运输上市公司投资方向分析
5.1 广深铁路的投资项目分析
5.1.1 投资方向分析
5.1.2 投资特点分析
5.2 国恒铁路的投资项目分析
5.2.1 投资方向分析
5.2.2 投资特点分析
5.3 铁龙物流的投资项目分析
5.3.1 投资方向分析
5.3.2 投资特点分析
5.4 大秦铁路的投资项目分析
5.4.1 投资方向分析
5.4.2 投资特点分析

第六章 物流上市公司投资方向分析
6.1 中储股份的投资项目分析
6.1.1 投资方向分析
6.1.2 投资特点分析
6.2 怡亚通的投资项目分析
6.2.1 投资方向分析
6.2.2 投资特点分析
6.3 交运股份的投资项目分析
6.3.1 投资方向分析
6.3.2 投资特点分析
6.4 中国中期的投资项目分析
6.4.1 投资方向分析
6.4.2 投资特点分析
6.5 飞马国际的投资项目分析
6.5.1 投资方向分析
6.5.2 投资特点分析
6.6 国能集团的投资项目分析
6.6.1 投资方向分析
6.6.2 投资特点分析
6.7 保税科技的投资项目分析
6.7.1 投资方向分析
6.7.2 投资特点分析

1. Investment Orientation Of China Transport & Logistics Industry
1.1 Overview of the Industry
1.2 Investment Characteristics
1.3 Future Development And Forecast

2. Investment Orientation Of Listed Highway Transportation Companies
2.1 Investment Projects of Shanghai Bus Industrial Co.
2.1.1 Investment Orientation
2.1.2 Investment Characteristics
2.2 Investment Projects of Shanghai Shentong Metro Co.
2.2.1 Investment Orientation
2.2.2 Investment Characteristics
2.3 Investment Projects of Jiangxi Changyun Co.
2.3.1 Investment Orientation
2.3.2 Investment Characteristics
2.4 Investment Projects of Shanghai Jin Jiang International Industrial Investment Co.
2.4.1 Investment Orientation
2.4.2 Investment Characteristics
2.5 Investment Projects of Shanghai Haibo Co.
2.5.1 Investment Orientation
2.5.2 Investment Characteristics
2.6 Investment Projects of Shanghai Qiangsheng Holding Co.
2.6.1 Investment Orientation
2.6.2 Investment Characteristics
2.7 Investment Projects of Nanjing Zhongbei (Group) Co.
2.7.1 Investment Orientation
2.7.2 Investment Characteristics
2.8 Investment Projects of Dazhong Transportation Group Co.
2.8.1 Investment Orientation
2.8.2 Investment Characteristics

3. Investment Orientation of Listed Air Transportation Companies
3.1 Investment Projects of Air China Co.
3.1.1 Investment Orientation
3.1.2 Investment Characteristics
3.2 Investment Projects of CITIC Offshore Helicopter Co.
3.2.1 Investment Orientation
3.2.2 Investment Characteristics
3.3 Investment Projects of China Southern Airlines Co.
3.3.1 Investment Orientation
3.3.2 Investment Characteristics
3.4 Investment Projects of China Eastern Airlines Co.
3.4.1 Investment Orientation
3.4.2 Investment Characteristics
3.5 Investment Projects of Hainan Airlines Co.
3.5.1 Investment Orientation
3.5.2 Investment Characteristics
3.6 Investment Projects of Sinotrans Air Transportation Development Co.
3.6.1 Investment Orientation
3.6.2 Investment Characteristics
3.7 Investment Projects of Shanghai Airlines Co.
3.7.1 Investment Orientation
3.7.2 Investment Characteristics

4. Investment Orientation Of Listed Water Transportation Companies
4.1 Investment Projects of China Shipping Development Co.
4.1.1 Investment Orientation
4.1.2 Investment Characteristics
4.2 Investment Projects of China Changjiang Shipping Group Co.
4.2.1 Investment Orientation
4.2.2 Investment Characteristics
4.3 Investment Projects of Shanghai Yatong Co.
4.3.1 Investment Orientation
4.3.2 Investment Characteristics
4.4 Investment Projects of Tianjin Marine Shipping Co.
4.4.1 Investment Orientation
4.4.2 Investment Characteristics
4.5 Investment Projects of Chang Jiang Shipping Group Phoenix Co.
4.5.1 Investment Orientation
4.5.2 Investment Characteristics
4.6 Investment Projects of China Shipping Haisheng Co.
4.6.1 Investment Orientation
4.6.2 Investment Characteristics
4.7 Investment Projects Of China Merchants Energy Shipping Co.
4.7.1 Investment Orientation
4.7.2 Investment Characteristics
4.8 Investment Projects of COSCO Shipping Co.
4.8.1 Investment Orientation
4.8.2 Investment Characteristics
4.9 Investment Projects of China COSCO Holdings Co.
4.9.1 Investment Orientation
4.9.2 Investment Characteristics
4.10 Investment Projects of China Shipping Container Lines Co.
4.10.1 Investment Orientation
4.10.2 Investment Characteristics
4.11 Investment Projects of Ningbo Marine Co.
4.11.1 Investment Orientation
4.11.2 Investment Characteristics

5. Investment Orientation of Listed Railway Transportation Companies
5.1 Investment Projects of Guangzhou- Shenzhen Railway Co.
5.1.1 Investment Orientation
5.1.2 Investment Characteristics
5.2 Investment Projects of Tianjin Good Handrailway Holding Co.
5.2.1 Investment Orientation
5.2.2 Investment Characteristics
5.3 Investment Projects of China Railway Tielong Container Logistics Co.
5.3.1 Investment Orientation
5.3.2 Investment Characteristics
5.4 Investment Projects of Daqin Railway Co.
5.4.1 Investment Orientation
5.4.2 Investment Characteristics

6. Investment Orientation of Listed Logistics Companies
6.1 Investment Projects of Zhongchu Development Stock Co.
6.1.1 Investment Orientation
6.1.2 Investment Characteristics
6.2 Investment Projects of Eternal Asia Supply Chain Management Co.
6.2.1 Investment Orientation
6.2.2 Investment Characteristics
6.3 Investment Projects of Shanghai Jiao Yun Co.
6.3.1 Investment Orientation
6.3.2 Investment Characteristics
6.4 Investment Projects of China CIFCO Investment Co.
6.4.1 Investment Orientation
6.4.2 Investment Characteristics
6.5 Investment Projects of Shenzhen Feima International Supply Chain Co.
6.5.1 Investment Orientation
6.5.2 Investment Characteristics
6.6 Investment Projects of Liaoning Guoneng Group Co.
6.6.1 Investment Orientation
6.6.2 Investment Characteristics
6.7 Investment Projects of Yunnan Freetrade Science And Technology Co.
6.7.1 Investment Orientation
6.7.2 Investment Characteristics