尽管物流上市公司纷纷上调2011年的业绩预期,但预期增幅均趋于保守,这主要是由于政策性影响因素尚不能确定。年初建发股份(600153)一路高涨的行情,折射出了“供应链”概念的热门。这家主营业务为贸易和房地产的上市公司,2010年的营业收入中有599.86亿元来源于供应链运营,占比主营收入高达90.76%。而其所谓的供应链运营业务,实质上就是传统的贸易业务。对此,申银证券分析师评论称,市场长期把建发股份定位为纯 Although listed logistics companies have all raised their 2011 performance forecasts, they are expected to be more conservative, mainly due to the uncertainty of the policy-making factors. Jianfa shares (600,153) all the way up the market, reflects the “supply chain ” concept of the popular. This main business is a listed company for trading and real estate. In 2010, it generated 59.986 billion yuan of revenue from supply chain operations, accounting for 90.76% of its main revenue. The so-called supply chain operations business, in essence, is the traditional trading business. In this regard, Shenyin Securities analyst commented that the market for a long time to Jianfa shares positioned as pure