信达证券给予圆通速递买入评级,点评:2025Q1归母净利润8.57亿元,单票核心成本持续下降

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29 Apr

信达证券04月29日发布研报称,给予圆通速递(600233.SH,最新价:12.97元)买入评级。评级理由主要包括:1)2025Q1实现归母净利润8.57亿元,同比-9.16%;2)2)2025Q1综合单票归母净利润0.126元,精细管控带动核心成本持续下降;3)一季度业务量同比+21.77%,件量延续高增长;4)航空货运及国际业务有望构筑公司的第二增长极。风险提示:实物商品网购需求不及预期;电商...

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