港股異動 | 快遞物流股走強 年內快遞收派收入將免徵增值税
格隆匯4月28日丨中通快遞-SW(2057.HK)漲逾5%領漲,中國外運漲4%,嘉裏物流漲近3%。4月27日國務院常務會議提出,5月1日至年底,對符合條件的快遞收派收入免徵增值税。此外,近日上海市商務委員會為部分快遞企業發放了第一批全國統一式《重點物資運輸車輛通行證》,助力物流恢復。國海證券許可表示,電商快遞行業已進入高營收增速、低資本開支增速的新發展階段,頭部企業的發展戰略也由成本差異化轉為收入差異化,更加註重服務質量、經營利潤與市場份額的平衡。疫情封控隻影響快遞業務量增長的節奏,不改變格局優化下整體行業量價齊升的趨勢。新發展階段下,價格貢獻的利潤彈性遠大於業務量變動帶來的影響。

Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.