分析师:李丹研究助理:张梦婷来源:浙商证券交运免税研究团队具体参见2025年6月27日报告《快递行业2025半年度策略:烽火照量增之势,铁骑破成本之困》,如需报告全文或数据底稿,请联系团队成员或对口销售。投资要点1、2025年H1回顾:Q2行业件量延续双位数增长,叠加无人车技术破局带来板块情绪修复2025年Q2以来快递板块表现亮眼。年初至今(6月22日,下同),沪深300累计涨跌幅为-2.2%,...
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