7月18日夜盘，中通快递（ZTO）股价大涨5.07%，延续了日间交易的强劲势头。此前，该股已在港股市场收涨4.48%，报149.2港元，成交额达3.56亿港元。
分析人士认为，快递行业的前景正在改善。国信证券在最新研报中指出，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。特别是在四季度旺季，价格和盈利表现值得期待。招商证券也维持了对快递物流行业的"推荐"投资评级。
值得注意的是，2025年1-5月全国快递业务量同比增长20.1%至788亿件，但单价同比下降8.2%至7.5元，呈现"量增价跌"特征。面对这一趋势，头部企业正通过成本管控和技术投入强化竞争优势。分析师建议投资者关注下半年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。中通快递作为行业龙头之一，有望从行业整体向好中受益。
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