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A股異動 | 快遞股集體上漲 多股2022年業績預盈
格隆匯1月31日丨快遞股集體上漲,韻達股份漲9%,重慶港漲7%,申通快遞、圓通速遞漲2%,天順股份、德邦股份等跟漲。多股昨日發2022年業績預吿。韻達股份預計歸屬於上市公司股東的淨利潤13.08億元-15億元,同比下降11.44%至增長1.75%;對於2022年4季度,歸母淨利潤5.43至7.37億元,同比-22.0%至+6.0%,環比+148%至237%;浙商證券指,儘管存在疫情影響,公司仍通過優化客户及包裹結構、科學規劃路由、提升全網服務能力等手段增強盈利能力,實現22Q4單票毛利和單票淨利潤同比、環比雙升。申通快遞預計2022年歸屬於上市公司股東的淨利潤2.6億元~3.3億元,扭虧為盈;報吿期內,申通快遞全年完成快遞業務量129.47億件,同比增長16.89%,市場佔有率為11.71%,市佔率同比提升1.48個百分點。順豐控股預計2022年淨利60.5億元-62.5億元,同比增42%–46%;扣非淨利潤52.5億元-54.5億元,同比增長186%-197%。

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