【华泰证券:中长期仍看好龙头快递企业市场份额提升】金十数据5月23日讯,华泰证券研报表示,虽然快递板块估值处在历史低位,但考虑到头部企业的份额诉求依旧强烈、4月以来件量同比增速小幅放缓,或加剧淡季价格竞争。行业价格承压、企业政策投放增加成本,淡季盈利承压,短期建议观望加盟制快递。中长期仍看好龙头快递企业市场份额提升,深化数智化工具应用,发挥规模效应实现降本增效,凭借现金流及优质资产巩固行业地位,抵消价格下行影响。
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