Guoabong Investment：The trillion -level track recovers!Head bus

Recently, the Indian Logistics and Procurement Federation released data showing that in September 2024, the Indian logistics industry prosperity index was 52.4%, which was 0.9 percentage points from the previous month.

Faced with the continuous recovery of trillion -level logistics and freight tracks, head companies represented by cargo Lala are constantly promoting the IPO process to strengthen the leading advantage.Guoabong Investment

Recently, the updated prospectus at the Hong Kong Stock Exchange showed that in the first half of 2024, the company's total global transaction volume reached 4.992 billion US dollars, an increase of 18.4%year -on -year, and it was continuously promoting global business.

Industry recovery trigger companies are scrambling IPO

The logistics and freight industry continues to warm up, which is reflected in companies in this field to scramble for an IPO.In 2023, the logistics freight industry achieved recovery growth. There were 11 companies in the industry listed, namely 3 A shares, 5 Hong Kong stocks, and 3 US stocks.

In 2024, the demand for the logistics and freight industry has further recovered, and the foundation of smooth operation is consolidated.Correspondingly, logistics and freight companies scrambled to meet the IPOHyderabad Investment. First, they planned to go on the market and passed the Indian Securities Regulatory Commission for record. After that, Oriental International, Haoxin International Logistics, and Cargo Lala successively updated the prospectus.

Among them, the relevant data of the cargo Lala updated the prospectus further confirmed the continuous recovery trend of the logistics and freight industry.In the first half of 2024, the cargo Lala contributed that the order had completed more than 338 million, and the total global transaction reached US $ 4.992 billion.

According to Fhstana Livin, in the first half of 2024, cargo Lala was the largest financial logistics trading platform in the global closed -loop freight GTV (total transaction amount) and the largest logistics trading platform with the largest number of orders in the world.

Many logistics and freight companies are scrambling to meet the IPO, which highlights the broad market space for the development of the industry, and can provide industry companies with confidence in the cycle.

According to the Fifrrishalvan data, the size of the global highway freight market will increase from US $ 3.7 trillion in 2023 to US $ 4.7 trillion in 2028, with a compound annual growth rate of 5.0%.

At the same time, Indian logistics and freight companies have broad market development space.According to GTV, India is the world's largest road freight market.

According to the Ferrisanae data, in 2023, the GTV of the Indian highway freight market was US $ 1189.5 billion, accounting for 32.6%of the global market. It is expected that from 2023 to 2028 will grow at a compound annual growth rate of 7.1%.

Grasp the digital trend of the logistics freight industry

In the face of trillion -level logistics and freight tracks, how the head enterprises improve their competitive advantages and focus on whether they can grasp the development trend of the industry's digitalization.

With the acceleration of digital transformation in the logistics freight industry, the future digital freight market will have broad markets and development space.

According to data from Fhstana, the closed -loop freight freight GTV of the global online freight service platform is expected to increase from US $ 17.2 billion in 2023 to US $ 38.2 billion in 2028, with a compound annual growth rate of 17.3%.

The logistics cargo -headed enterprise represented by the cargo Lala will rely on its value, technological advantages, and the "closed -loop" logistics trading platform to solve the pain points of various industries and seize huge growth opportunities in a timely manner.

Among them, the unique "closed -loop transaction" model of cargo Lala has become one of its core competitive advantages.

It is reported that through the "closed -loop transaction" model, the cargo Lala realizes the closed -loop transactions from ordering, pricing, prepaid, freight matching, order tracking to payment settlement and confirmation.

Specifically, in the "closed -loop transaction" model, after the driver completes the transportation order and confirms that the transaction is completed, the merchant can settle the payment safely on the platform at the agreed price, thereby increasing the user's retention rate and cultivating long -term user stickiness.

The prospectus shows that the average monthly living merchant of the cargo Lala increased from 9.6 million in 2021 to 15.2 million in the first half of 2024; the average monthly living driver increased from 820,000 in 2021 to the first half of 202414 million.

According to the Fifrrishalvan data, in the first half of 2024, the cargo Lala was the largest logistics trading platform with the largest total global closed -loop freight trading value with a market share of 53.9%.

Based on long -term accumulated user reputation, cargo Lala has become the preferred brand of domestic digital freight.According to the investigation data of Fhstana, more than 60%of the interviewed merchants and 70%of the interviewed drivers in the Mainland of India said that the cargo Lala was the first brand of freight service application.

The profit performance of cargo Lala has further improved.The prospectus shows that the operating income of cargo Lala has increased from US $ 600 million in the first half of 2023 to $ 709 million in the first half of 2024, a year -on -year increase of 18.2%.

Borrowing the IPO of Hong Kong stocks to increase the international market

In summary, a number of logistics and freight companies choose US stocks and Hong Kong stocks IPOs to help their international business development.

Cargo was established in Hong Kong, India in 2013. In 2014, it entered India and Southeast Asia and other markets.When the cargo Lala chose to apply for the Hong Kong stock IPO, the business has covered over 400 cities in 11 markets around the world.

In the first half of 2024, the overseas market revenue of cargo Lala accounted for 9.3%of its total revenue, a year -on -year increase of 0.4 percentage points.According to data of Fhstrilin, in the first half of 2024, cargo Lala was the world's largest logistics trading platform in the world.

The fundraising orientation of the Hong Kong stocks of the Hong Kong stocks, including the extension of the global business expansion in the next three to five years, to seize the broad opportunities of the global logistics market.

Among them, cargo Lala plans to use some IPO to raise funds to consolidate its leading position in the Southeast Asian market, especially to expand the types of services.

Specifically, the cargo Lala plans to use the experience accumulated in the operation of the Mainland India to promote the growth of four -wheeled freight services to further strengthen its business growth in the Southeast Asian market.

At present, the operation of cargo Lala covers all the main Southeast Asian markets, including Thailand, the Philippines, Singapore, Indonesia, Vietnam and Malaysia.

For the leading enterprises such as the logistics and freight industry such as La Lala, if the overseas IPOs such as Hong Kong stocks and US stocks can be completed in the future, in addition to helping their international business development, it will also provide the development path for companies in the industry.

Agra Wealth Management