智通财经APP获悉,中通快递-W(02057)续涨超3%,该股昨日收涨逾7%。截至发稿,涨3.36%,报153.8港元,成交额2.45亿港元。
消息面上,国家邮政局党组召开会议强调,完善邮政快递领域市场制度规则,旗帜鲜明反对“内卷式”竞争。招商证券研报表示,快递行业估值处于历史偏低水平,看好需求增长和头部公司网络管理及成本管控优势,短期关注监管政策及行业竞争格局演变。国联民生证券此前指出,鉴于公司行业龙头地位优势显著,盈利能力稳健,维持“买入”评级。
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