东兴证券:关注交运基本面和政策调控带来变化 重视周期底部行业价格弹性

智通财经
13 Jun

智通财经APP获悉,东兴证券发布研报称,下半年的运输板块挑战与机遇并存。目前市场对于部分周期底部行业给予了较为悲观的预期,但这也正是周期行业的机会所在。价格竞争是行业的正常现象,去年以来政府部门对于反内卷的日益重视,则体现出国家希望为行业的价格竞争行为划定一条底线。交运板块中,航空板块自疫情后持续亏损,24年还出现了较明显的票价下降;快递板块24年起价格战烈度明显加剧,目前也已经持续了较长时间。...

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