2018-19 年快递量价增速上行2018 年7 月-2019 年9 月,美国对中国出口商品加征关税。在外需增长受阻的情况下,中国扩大内需。快递服务于国内线上商品零售,受益于扩大内需。2018 年底开始,快递行业收入增速大幅上升,快递价格从大幅下滑转为增长,2019H1 快递单量增速也有所上升。2018 年底到2019年底,国内快递头部公司顺丰控股和中通快递的扣非归母净利润增速都有所回升。若提振...
Source Link2018-19 年快递量价增速上行2018 年7 月-2019 年9 月,美国对中国出口商品加征关税。在外需增长受阻的情况下,中国扩大内需。快递服务于国内线上商品零售,受益于扩大内需。2018 年底开始,快递行业收入增速大幅上升,快递价格从大幅下滑转为增长,2019H1 快递单量增速也有所上升。2018 年底到2019年底,国内快递头部公司顺丰控股和中通快递的扣非归母净利润增速都有所回升。若提振...
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