《大行》汇丰研究微升顺丰控股(06936.HK)目标价形55.9元 维持“买入”评级

阿斯达克财经
25 Apr

汇丰研究发表报告,维持顺丰控股(06936.HK) “买入”评级,目标价由55.2元微升至55.9元。公司3月份包裹量按年增长25%,高于同期行业约20%的增长及A股特许经营同业约17-22%的增长。该行认为归功于以旧换新政策的效益,以及该公司的定价政策弹性,以提高其在主要电子商务平台的渗透率。

报告指,顺丰控股3月份的平均售价按年下跌约12%,但由于公司的包裹组合有所改变,预期平均售价下滑对盈利的影响为中性。(ha/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-04-24 16:25。)

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