中通快递（ZTO）今日盘前股价大涨5.13%，引发市场广泛关注。这一显著涨幅背后有多重利好因素支撑。
首先，行业监管政策的变化为快递行业带来积极影响。国家邮政局党组近日召开会议，强调要进一步加强行业监管，旗帜鲜明反对"内卷式"竞争，为建设全国统一大市场贡献行业力量。国信证券发布研报称，在"反内卷"和高质量发展政策指导下，快递行业无序竞争有望边际好转，四季度旺季价格和盈利表现值得期待。
其次，南向资金对中通快递的持续看好为股价提供支撑。数据显示，7月17日南向资金增持中通快递-W（02057）28.59万股，截至当日收盘，港股通共持有中通快递8764.03万股，占流通股的10.98%。此外，多家券商对快递行业前景持乐观态度，招商证券维持对快递物流行业的"推荐"投资评级。尽管行业目前呈现"量增价跌"特征，但作为行业龙头之一的中通快递有望在行业格局改善中受益，这也推动了其股价的上涨。
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