快遞物流板塊拉昇,圓通速遞(600233.SH)漲停
格隆匯1月11日丨快遞物流板塊拉昇,圓通速遞(600233.SH)快速封板,新寧物流漲超6%,韻達股份漲超5%,申通快遞、飛力達、建發股份等跟漲。

圓通速遞昨日發公吿稱,公司預計2021年度實現歸屬於上市公司股東的淨利潤20億元至22億元,同比增長13.20%至24.52%。國海證券指其漲價與格局改善邏輯持續兑現,Q4業績超預期,重申“買入”評級。安信證券亦指其Q4業績超預期,提價利潤彈性兑現,看好2022業績與估值雙升,維持“買入-A”評級。
中信證券指出,1月7日國家郵政局發佈關於《快遞市場管理辦法(修訂草案)》(徵求意見稿),距離上次2013年7月修訂已歷近9年。再次強調不得低於成本價格提供快遞服務、保障快遞小哥勞動報酬等合法權益,預計2022年電商快遞龍頭仍延續基本面修復的趨勢,料通達系前3家龍頭單票淨利或同比提升2~4分。同時提出快遞企業未經用户同意,不得代為確認收到快件,不得擅自將快件投遞到智能快遞箱、快遞服務站等末端服務設施,有望進一步提升行業服務質量,加速快遞龍頭的產品分層。
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