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A股異動 | 快遞股走高 申通快遞漲4% 企業7月數據向好
格隆匯8月19日丨快遞股走高,南山控股漲8%,福然德漲5%,申通快遞漲4%,海程邦達、建發股份、上海雅氏漲2%,韻達股份、順豐控股漲逾1%,圓通速遞跟漲。8月18日晚間,多家快遞企業披露7月經營數據。其中申通快遞實現快遞服務業務收入28.87億元,同比增長63.74%;圓通速遞實現快遞產品收入38.53億元,同比增長36.25%;韻達股份實現快遞服務業務收入39.85億元,同比增長25.79%。順豐控股營業收入147.59億元,同比增長13.52%。安信證券預計,8月行業需求增速將會受到一次性衝擊,後續隨着疫情持續好轉以及旺季電商促銷來臨,快遞業量、價邊際提升概率較大。具體到細分公司,首創證券指出,快遞龍頭企業今年利潤大幅修復確定性仍然很高。

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