摩根大通发表研究报告指,日前与一众快递公司交流,了解到市场竞争激烈,或推动下半年行业整合,而中通快递(02057.HK) (ZTO.US) 作为领先市场参与者,预期可望在行业整合中受惠。恒指公司早前宣布纳入中通快递为恒生指数成份股,将于6月6日收市后生效,摩通预期“染蓝”将增加中通股份流动性并改善投资者情绪。年初至今行业快递单价按年回落约9%,对“通达系”快递企业构成重大压力,摩通预测若单价...
Source Link摩根大通发表研究报告指,日前与一众快递公司交流,了解到市场竞争激烈,或推动下半年行业整合,而中通快递(02057.HK) (ZTO.US) 作为领先市场参与者,预期可望在行业整合中受惠。恒指公司早前宣布纳入中通快递为恒生指数成份股,将于6月6日收市后生效,摩通预期“染蓝”将增加中通股份流动性并改善投资者情绪。年初至今行业快递单价按年回落约9%,对“通达系”快递企业构成重大压力,摩通预测若单价...
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