A股異動丨物流快遞股回吐 行業價格戰加劇
格隆匯9月3日丨物流快遞股今日走軟,獲阿里66億增持而昨天漲停的圓通速遞(600233.SH)更是下跌5.55%。今年2月以來,快遞行業的價格戰愈演愈烈,從7月份各家快遞公司的單票收入來看,同比均下降了兩三成。相關數據顯示,7月份,順豐單票收入17.87元,同比下降20.96%;韻達單票收入2.01元,同比減少36.19%;圓通單票收入2.16元,同比下降23.10%;申通單票收入2.12元,同比下降24.29%。而阿里等電商巨頭深度依賴快遞行業對其業務進行全面支持,若價格戰惡化,進而影響到快遞服務的質量,是阿里等電商巨頭所不能接受的。因此,隨着阿里等巨頭在快遞行業中的股權佔比持續提升,其後續有望推動行業整合。

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