快递行业2024年报及2025一季报综述:25Q1申通、顺丰利润同比正增 继续看好申通业绩拐点弹性及顺丰净利率持续提升

华创证券有限责...
04 May

业务量:行业需求维持韧性增长,2024 年件量增速21.5%。1)2024 年:件量增速21.5%,中通份额领先,申通增速领先。2024 年业务量及份额:中通(340亿件、19.4%)>圆通(266 亿件、15.2%)>韵达(238 亿件、13.6%)>申通(227亿件、13.0%)>极兔(198 亿件、11.3%)>顺丰(133 亿件、7.6%)。业务量增速看:申通(29.8%)>极兔(...

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