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A股異動 | 快遞物流股走強 “雙11”大促臨近
格隆匯10月18日丨“雙11”大促臨近,快遞物流股走強,東方嘉盛、普路通、天順股份、天元股份漲停,新寧物流漲17%,諾力股份漲8%,三羊馬、海程邦達漲6%。據天貓官方消息,今年的天貓雙11預售將於10月24日晚上8點開始。分析人士表示,今年快遞備戰將從“價格”走向“服務”,綜合市場因素影響下,與預期快遞企業四季度盈利表現有望持續改善。國泰君安在研報中指出,今年快遞市場仍將繼續季節性提價,以對沖旺季臨時性成本上升。同時,若大促期間商流較往年繼續規模降速峯值平滑,有望進一步減弱快遞旺季規模不經濟程度,有利於四季度盈利超預期表現。

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