圆通速递:盈利短期承压,优化服务质量提升长期竞争力

东兴证券研究所
08 May

报告正文事件:2024年公司实现营收690.33亿元,同比增长19.67%,实现归母净利润40.12亿元,同比增长7.78%。25年一季度公司营收170.60亿元,同比增长10.58%,归母净利润8.57亿元,同比下降9.16%。市场份额微增,业务量稳健增长:24年公司实现快递业务量265.74亿件,同比增长25.3%,略高于行业均值的21.5%。公司市场份额由14.71%提升至15.18%。25...

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