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美股異動|中通快遞盤前漲近5% 機構指快遞行業無序競爭有望邊際好轉
格隆匯 07-18 16:18
中通快遞(ZTO.US)盤前漲近5%,報19.24美元。消息面上,國家郵政局黨組7月8日召開會議,會議強調,進一步加強行業監管,完善郵政快遞領域市場制度規則,旗幟鮮明反對“內卷式”競爭,依法依規整治末端服務質量問題,爲建設全國統一大市場貢獻行業力量。國信證券發佈研報稱,現階段快遞行業由於同質化競爭嚴重,正處於低價競爭加劇的階段,未來在“反內卷”和高質量發展政策指導下,快遞行業無序競爭有望邊際好轉,四季度旺季價格和盈利表現值得期待。該行看好經營穩健、風險可控且有望帶來穩定收益的價值龍頭。(格隆匯)
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