多家快遞企業9月成績單亮眼，申通快遞收入增速領先
10月19日，多家物流公司發佈9月業績相關數據。整體來看，9月各家快遞公司表現亮眼，快遞業務收入均錄得同比增長。
其中，申通快遞表現最佳，快遞服務業務收入同比增長41.37%，增速排名第一；快遞服務單票收入增速方面，韻達股份位居首位，同比增長22.9%，單票收入2.63元。
隨着“雙11”臨近，面對即將到來的快遞高峯，各大快遞公司也積極“備戰”，發佈“雙11”物流保障方案，在運力準備、送貨上門服務、快遞員關懷等多方面全面升級。
多家快遞公司交出亮眼成績單
申通快遞公吿，公司9月快遞服務業務收入29.85億元，同比增長41.37%；完成業務量位居四家首位為12.26億票，同比增長22.63%；快遞服務單票收入2.44元，同比增長15.64%。
順豐控股則是收入水平方面領先，9月速運業務營收153.94億元，同比增長2.45%；業務量9.59億票，同比增長8.73%；單票收入達到16.05元，環比增長2.82%；國際及供應鏈業務營收74.33億元，同比增長320.42%。
韻達股份9月實現快遞服務業務收入39.39億元，同比增長13.25%；完成業務量15億票，同比下降7.86%；快遞服務單票收入2.63元，同比增長22.90%。
圓通速遞9月快遞產品收入39.44億元，同比增長19.09%；業務完成量15.64億票，同比增長7.62%；快遞產品單票收入2.52元，同比增長10.65%。價格戰全面趨緩的背景下，單票價格持續回升。
中信證券表示，2022年旺季快遞提價有望持續、10月下旬或將開啟提價，快遞龍頭資本開支高峯將過，助力快遞轉向高質量發展。
備戰“雙11”
隨着雙11旺季的臨近，以上市龍頭公司為代表的快遞業的積極備戰也悄然開啟。
今年天貓雙11預售將於10月24日晚上8點開始。據瞭解，今年的雙11，無論是“預售付定金”階段還是“售賣”階段，都吿別了零點，改從晚上8點開始，消費者不用再熬夜。此外，相比往年10月20日或21日啟動預售，今年雙11縮短了預售時間。
商家們也已進入忙碌的備貨衝刺階段。據分析人士測算，今年天貓雙11菜鳥供應鏈繼續推動預售極速達，覆蓋城市超300個，覆蓋包裹量同比去年雙11預計將增長50%。
快遞公司方面，申通也將與電商平台合作在上海、杭州、武漢、廣州、南京等30個城市增設“送貨上門”專屬團隊。申通將增加超過3000名專職按需配送服務人員，對於參與送貨上門的網點與快遞小哥也將給予高額補貼。
國泰君安指出，“雙11”電商大促在即，儘管市場對消費市場態度偏謹慎，但預計大促期間快遞量仍將呈現巨量峯值，且仍有望同比保持較明顯增長。過去一年，電商快遞市場非理性價格戰得到有效遏制，行業競爭階段趨緩，頭部企業盈利修復目標堅定，預計2022年旺季價格策略仍將遵循行業季節性規律，有望在10月至11月逐步針對大促期間進行積極的季節性提價，以對沖旺季臨時性成本上升，有利於四季度盈利超預期表現。
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