7月18日夜盘，中通快递（ZTO）股价大涨5.07%，引发市场关注。这一显著涨幅背后，有多重利好因素支撑。
首先，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%，显示出投资者对公司发展前景的信心。
其次，多家券商对快递行业前景持乐观态度，这也为中通快递股价上涨提供了动力。国信证券在最新研报中指出，快递行业目前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，四季度旺季价格和盈利表现值得期待。招商证券同样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，以及跨境电商关税政策对跨境物流的影响。
尽管快递行业目前呈现"量增价跌"特征，但头部企业通过成本管控和技术投入不断强化竞争优势。市场普遍认为，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，这也是推动其股价上涨的重要因素。投资者对中通快递的未来发展前景持续看好，推动了夜盘交易中的显著涨幅。
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