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銀河證券:快遞一線龍頭迎來價值重估機會
格隆匯 10-12 09:11
格隆匯10月12日丨銀河證券發佈研究報告稱,多重政策面因素影響下,快遞業拉鋸近2年的價格戰或臨拐點,未來快遞公司的服務水平提升、用戶體驗改善將成爲競爭重點。在此背景下,行業有望迎來盈利修復、價值重估的新局面。而快遞一線龍頭因具備更爲紮實的資源底盤,及更高的運送時效、服務水平,伴隨新競爭格局到來,或成爲最大受益者。疊加考慮下半年貨運物流旺季催化,短期內股價有進一步上升潛力。
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