美股異動|中通快遞盤前升超3.5% 機構指公司份額有望重返上行
中通快遞(ZTO.US)盤前升超3.5%,報20.16美元。消息面上,6月,全國快遞業務量完成168.7億件,同比增長15.8%;快遞業務收入完成1263.2億元,同比增長9%;平均單票價格為7.49元,環比上升0.24元。
國聯民生證券研報指,快遞行業整體競爭強度預計可控,淡季價格降幅或趨於穩定。當前板塊估值已回落至歷史相對低位,安全邊際較為充分,建議關注“反內卷”政策號召下的板塊投資機會。該行指,中通快遞份額有望重返上行,且盈利韌性較強。信達證券研報稱,電商快遞件量規模擴張增速仍在,直播電商進一步崛起背景下,快遞行業相對上游電商仍有超額成長性。(格隆匯)
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