金吾财讯 | 美银证券发表研究报告指，中通快递(ZTO)首季业绩逊于市场预期，该行将其评级由“买入”降至“中性”，目标价由24美元下调21%至19美元。该行认为，由于行业价格竞争激烈，因此集团未来的催化因素有限。该行预计，中通快递今年的经调整净利润将下降10%至91亿元，并料在2026至27年逐步回升。整体来说，该行下调集团2025至27年的经调整净利润预测10至12%。该行认为，中通快递H股获纳入恒指，短期内将对股价有支持作用。
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