中通快递（ZTO）今日夜盘股价大幅上涨5.9%，引起了市场的广泛关注。
消息面上，公司发布了2025年第四季度及全年财务业绩。财报显示，2025年第四季度，公司收入同比增长12.3%至145.11亿元，净利润同比增长10.1%至26.93亿元。2025年全年，公司收入同比增长10.9%至490.99亿元，净利润同比增长3.9%至92.36亿元，调整后净利润为95.13亿元。公司业务量保持稳健增长，全年包裹量达385.2亿件，同比增长13.3%，其中第四季度散件业务量同比增长超过38%。
此外，公司董事会批准了一项未来24个月内总额为15亿美元的股票回购计划，并宣布将派发每股0.39美元的半年度股息。公司管理层在财报电话会上指出，自“反内卷”政策推行以来，快递行业竞争环境持续向好，极端低价现象得以遏制，价格水平稳步回升。基于当前运营情况，公司预计2026年全年包裹量将同比增长10%至13%。强劲的财务表现、积极的股东回报政策以及对未来增长的乐观预期，共同推动了股价的上涨。
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