美股异动 | 中通快递盘前涨超4% “反内卷”背景下快递价格有望修复

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2025/08/01

格隆汇8月1日｜中通快递(ZTO.US)盘前涨4.67%，报20.61美元。消息面上，国家邮政局近日召开快递企业座谈会，积极推动解决“内卷式”竞争等问题。浙商证券发研报称，基于反内卷背景，快递价格有所回稳。随着淡季结束，9月旺季到来，有望看到价格更大范围企稳回升，从而加盟商经营承压或将改善，快递业绩及板块情绪有望实现阶段性修复。(格隆汇)

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