2024 年9 月我们发布顺丰控股(A 股)重要深度《解码顺丰(19):三个话题聊聊顺丰净利率能否可持续提升》,我们看好公司净利率可持续提升。其一、我们认为公司核心时效快递需求有韧性,在宏观经济增速有一定压力情况下,仍可保持“GDP+”的增速,同时从卖产品到卖行业解决方案的转型也会助于公司在服务行业的加速渗透。公司24 年报中表示:围绕客户供应链环节的持续渗透,2024 年公司在电商与流通行业、...
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