港股異動 | 港股快遞股集體上漲 中通快遞漲5%
格隆匯1月11日丨受A股快遞股集體上漲帶動,港股快遞股集體上漲,圓通速遞國際漲超8%,中通快遞盤中漲5%,順豐同城,亞洲速運,嘉泓物流漲1%。圓通速遞昨日發業績公吿,Q4業績超預期,今日帶動A股快遞股集體大漲。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。另外,據1月10日消息,中通快遞南寧轉運中心項目竣工。中通快遞業務規模、服務質量、盈利能力、品牌價值等位居快遞行業前列,已發展成為以快遞為龍頭,包括快運、冷鏈、航空、國際、商業、智能倉儲、金融、保險、智能裝備製造、傳媒、末端驛站等業態的綜合物流服務商。中通快遞南寧轉運中心項目建成達產後,預計年產值達5億元,日處理包裹量達400萬個,提升效能40%,降低人工20%,新增就業崗位1200個。


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