郭思治: 內地快遞行業正高速增長 中通快遞(02057.HK)IPO宜關注
香港股票分析師協會副主席郭思治稱,中通快遞(02057.HK)是中國領先的快遞公司,公司成立於2002年,按總包裹量計是中國領先的快遞服務供應商,2019年市佔率為19.1%,阿里巴巴(09988.HK)為主要股東之一,持有該公司6,828.7萬股A類普通股,相當於持有8.7%股份,隨著近幾年中國家庭消費不斷上升,互聯網使用率及全管道數字商務滲透率不斷提高,物流行業呈現規模化,另有電子商務作為商業物流主要增長動力及政府利好政策加持,中國快遞行業業務量正在高速增長,根據艾瑞諮詢報告,中國的快遞業將繼續以複合年增長率20%的速度維持中到高增長。
集團目前網絡覆蓋中國99.2%以上城市和縣區,建立了最大的自營現代化設施空間,組建了通達系中規模最大、運營效率較高的自營幹線車隊,堅持「同建共享」理念,擴大全國網絡,目前公司擁有超過50,000個末端驛站,為同行中最多,保證其網絡合作夥伴享受較低的取件與派件成本,運營能力及成本效益一流,中通的整體客戶滿意度一直名列前茅,嚴謹的業務拓展方式將推動公司穩步而堅定地最終轉型為一個服務整個物流生態系統的具超卓能力的平台,投資者在公開招股時不妨多加關注。
(筆者為證監會持牌人)~
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