5月21日上午，中通快递-W（02057）股价盘中大跌5.12%。该跌幅主要受到公司发布的2025年第一季度财报影响，尽管业务量增长强劲，但财务表现未能完全符合市场预期。
根据中通快递发布的财报显示，2025年第一季度公司实现营收108.9亿元人民币，同比增长9.4%，但低于分析师预期的116.8亿元。包裹量同比增长19.1%至85亿件，调整后净利润同比增长1.6%至23亿元。值得注意的是，尽管包裹量和净利润均保持两位数增长，但调整后净利润增速明显放缓。
此外，中通快递在美国市场的股价表现也可能对港股造成影响。财报发布前一天，中通快递在美股市场收跌8%。分析人士认为，这可能是由于投资者对公司业绩增速放缓以及行业竞争加剧的担忧所致。中通快递管理层在财报中提到，当前中国快递行业的竞争已进入白热化阶段，低价值或亏损件量占比的扩大进一步加剧了行业挑战。
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