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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