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A股異動丨韻達股份漲近4% 11月快遞服務業務收入同比暴增133.42%
格隆匯 12-20 13:51
格隆匯12月20日丨韻達股份(002120.SZ)漲近4%,報32.07元,總市值714億元。

本週,A股上市的四家快遞“巨頭”順豐控股、圓通速遞、韻達股份及申通快遞“不約而同”曬出了11月成績單。從增速來看,韻達股份的表現最為亮眼,業務量、業務收入增幅(同比增長133.42%)均位列第一,此外,韻達股份也是四家公司中唯一實現單票收入同比增長的公司(同比增長69.07%)。
韻達股份在公告中解釋,從2019年1月1日起,公司在全網範圍內對快遞服務中有關派件服務業務模式進行調整,此次調整後,其向加盟商提供的快遞服務內容增加派件服務,與之對應,其快遞服務收入增加派費收入項目。興業證券分析指出,“雙十一”證明電商需求仍然強勁,快遞行業增長空間大。
不過值得注意的是,韻達股份16.50億股限售股將於下週二上市流通,佔公司總股本的74.12%。
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