7月18日盘前，中通快递（ZTO）股价大涨5.13%，延续了近期强劲的上涨势头。这一显著涨幅背后，有多重利好因素支撑。
首先，快递行业整体前景向好。国信证券最新研报指出，尽管快递行业目前仍处于低价竞争加剧阶段，但未来在"反内卷"和高质量发展政策指导下，行业无序竞争有望边际好转。国家邮政局近期强调要旗帜鲜明反对"内卷式"竞争，这一政策导向有望改善行业环境。此外，招商证券维持对快递物流行业的"推荐"投资评级，并建议关注监管政策对价格战的干预。
值得注意的是，中通快递在港股市场表现同样强劲，7月17日收涨4.48%。南向资金对中通快递的持续看好也为股价提供支撑，当日增持28.59万股。作为行业龙头之一，中通快递有望在行业格局改善中受益，投资者对其未来发展前景持续看好，推动了盘前交易中的显著涨幅。
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