A股異動 | 快遞股走高 韻達股份(002120.SZ)漲超6%
格隆匯9月22日丨快遞股走高,韻達股份、圓通速遞漲超6%,中儲股份、華貿物流漲超3%,申通快遞漲超2%。根據國家郵政局,8月全國快遞服務企業業務量完成89.9億件,同比增長24.3%。具體到各家快遞公司,8月收入和單量都呈上升趨勢。以收入從高到低來看,順豐、韻達、圓通和申通8月快遞業務收入分別為138.71億元、31.28億元、29.36億元和17.8億元。但從快遞業務收入同比增速來看,圓通位列最高,達28.64%,順豐、韻達、申通分別為23.44%、15.34%和7.18%。此外據悉,多家快遞公司自9月1日起上調派費。有市場人士預計,快遞價格未來將會逐漸邁向一個緩慢上升通道,行業也有望從價格競爭逐步轉向價值競爭。安信證券指出,短期看,各快遞企業上調派費利好行業價格改善;中長期看,線上滲透率持續提升背景下,快遞行業需求增長確定性較強。

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