Logistics

The Logistics theme spans the end-to-end movement, storage, and orchestration of goods across global supply chains. Core tracks include freight forwarding and contract logistics; warehousing and fulfillment; last-mile and on-demand delivery; cold-chain and cross-border services; and smart and green logistics technologies such as WMS/TMS software, IoT telematics, automation and robotics, autonomous or drone delivery, and electric fleets.The sector's total market cap is 380.37 billion HKD, with a 24h change of +0.51%. Among 8 constituents, 4 are up (50.00%) and 4 are down (50.00%). The top gainer is YUEYUN TRANSPORTATION (03399), with a 24h increase of +3.78%.Logistics trades flat-to-mixed, with leaders firm and smaller names diverging. Near term, follow strength in quality leaders; medium term, align exposure with freight demand, pricing power, and macro rate trends.