安能物流:业绩亮眼,价值重估待开启 2024 年高增长

和讯网
22 Apr

相较于快递行业的平稳发展,中国零担物流正步入分化阶段。2024 年零担市场规模达 1.7 万亿元,预计未来五年年复合增长 2.1%。 全网快运公司凭借规模和服务优势,渗透率从 2019 年的 11%升至 2024 年的 16%,头部全网快运公司市占率已超 60%,市场整合趋势明显。 对标美国零担行业,中国零担快运或有巨大价值空间。2024 年,安能物流实现营收 115.76 亿元,同比增长 ...

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