韻達股份(002120.SZ)領漲快遞股 12月全國快遞業務量同比增25.3%
格隆匯1月20日丨快遞股普漲,其中,韻達股份(002120.SZ)和圓通快遞漲超5%,順豐控股漲近5%,申通快遞漲超3%。2019年12月全國快遞業務量67.3億件,同比增25.3%(11月為21.5%);完成業務收入772.2億元,同比增26.7%(11月為22.9%)。12月份快遞業務量增速較11月份的21.5%有所上升。上市公司方面,12月份韻達完成件量11.25億件,單月同比+48.6%,全年同比+43.6%;申通完成8.6億件,單月同比+26.1%,全年同比+44.2%;圓通完成10.8億件,單月同比+32.2%,全年同比+36.8%;順豐完成5.7億件,單月同比+57.8%,全年同比+25.3%。西南證券報告指出,順豐受惠於時效產品、特惠專配等業務,保持業務穩定增長;韻達件量增速維持了10月份以來的修復態勢。
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