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港股異動 | 快遞春節不打烊!物流股逆勢走高 嘉裏物流(0636.HK)勁升超11%
格隆匯1月13日丨嘉裏物流逆勢大漲11.46%表現較佳,海豐國際漲近5%,嘉泓物流漲超1%,中通快遞跟漲。今年春節期間,EMS、順豐、京東物流等主要寄遞企業均表示“春節不打烊”。業內人士表示,價格戰後,隨着行業監管趨嚴,快遞行業開始“反內卷”,單價開始企穩,快遞企業增長拐點已現。嘉泓物流預期2021年權益股東應占純利同比大幅增加不少於45%;圓通速遞此前預計,2021年實現歸母淨利潤20億元至22億元,同比增長13.2%至24.52%。

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