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郭思治: 内地快递行业正高速增长 中通快递(02057.HK)IPO宜关注
阿思达克 09-18 09:23
香港股票分析师协会副主席郭思治称,中通快递(02057.HK)是中国领先的快递公司,公司成立於2002年,按总包裹量计是中国领先的快递服务供应商,2019年市占率为19.1%,阿里巴巴(09988.HK)为主要股东之一,持有该公司6,828.7万股A类普通股,相当於持有8.7%股份,随着近几年中国家庭消费不断上升,互联网使用率及全管道数字商务渗透率不断提高,物流行业呈现规模化,另有电子商务作为商业物流主要增长动力及政府利好政策加持,中国快递行业业务量正在高速增长,根据艾瑞谘询报告,中国的快递业将继续以复合年增长率20%的速度维持中到高增长。

集团目前网络覆盖中国99.2%以上城市和县区,建立了最大的自营现代化设施空间,组建了通达系中规模最大、运营效率较高的自营干线车队,坚持「同建共享」理念,扩大全国网络,目前公司拥有超过50,000个末端驿站,为同行中最多,保证其网络合作夥伴享受较低的取件与派件成本,运营能力及成本效益一流,中通的整体客户满意度一直名列前茅,严谨的业务拓展方式将推动公司稳步而坚定地最终转型为一个服务整个物流生态系统的具超卓能力的平台,投资者在公开招股时不妨多加关注。

(笔者为证监会持牌人)~

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