国信证券04月30日发布研报称,给予圆通速递(600233.SH,最新价:13.08元)优于大市评级。评级理由主要包括:1)一季度公司业绩表现有所承压;2)公司件量实现快速增长,市占率表现稳健,单价降幅有所扩大;3)一季度单票快递净利同比及环比均有所下降。风险提示:价格竞争恶化;电商快递需求增长低于预期。AI点评:圆通速递近一个月获得2份券商研报关注,买入2家。(文章来源:每日经济新闻)
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