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A股異動丨快遞物流股普漲 “雙11”臨近 傳通達系部分區域下月運價上調
格隆匯 09-30 14:10
快遞物流股普漲,四通一達中的韻達股份(002120.SZ)漲逾3%,申通(002468.SZ)和圓通(600233.SH)均漲逾2%。昨日有媒體報道稱,通達系部分區域10月1日起運價上調。報道稱,一份“通達系”快遞公司內部通知顯示,自2019年10月1日起,對深莞區域內下屬網點上調出港成本。隨後,申通、圓通、中通、百世、韻達五家快遞公司均表示沒有下發或收到相關通知。然而最近幾年,多家快遞公司都是趕在“雙11”之前調價,理由幾乎一致,運輸成本、人工成本和運營成本上升等。國家郵政局數據顯示,去年主要電商企業“雙11”全天共產生快遞物流訂單13.52億件,同比增長25.12%;全天各郵政、快遞企業共處理4.16億件,同比增長25.68%。隨着今年“雙11”的臨近,快遞物流股或將迎來爆發。
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