8月1日（周五）早盘，中通快递（ZTO）股价盘中大涨5.03%，引发市场关注。此轮涨势主要受益于近期快递行业"反内卷"政策的推动。
根据消息，国家邮政局近日召开快递企业座谈会，明确要求快递企业"旗帜鲜明反对内卷式竞争"，整治末端服务质量问题。同时，近期修订的《价格法》和《反不正当竞争法》也为行业价格托底提供了法律支撑。这些政策措施有望改善快递行业的竞争环境，提升企业盈利能力。
分析人士指出，当前快递行业面临严峻经营压力，提价势在必行。已有迹象显示，快递行业的短期提价趋势已经出现。预计在9月旺季到来时，快递价格可能会出现更大范围的企稳回升，从而改善加盟商经营压力，有望推动快递企业业绩及行业整体情绪的阶段性修复。中通快递作为行业龙头之一，有望从中受益。
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