XPO物流(XPO)周一盘中大涨11.06%,引发了市场的广泛关注。根据公开消息显示,XPO物流正朝着成为一家纯资产型零担运输公司的目标迈进。
今年早些时候,XPO物流先后分拆了合同物流部门GXO和货运经纪业务RXO。估计目前零担运输已占总收入的60%,EBITDA贡献比例更高。公司计划进一步出售欧洲卡车运输业务,以集中资源专注于美国及加拿大市场的零担业务发展。
分析人士认为,XPO物流聚焦于有利可图的零担运输板块对其长期发展将带来积极影响。零担业务具有较高的进入壁垒和稳定的现金流,未来有望进一步提高盈利能力。股价大涨反映市场对XPO物流的转型战略充满了信心。
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