金吾财讯 | 中通快递(02057)股价走高，截止发稿，报149.2港元，涨4.48%，成交额3.56亿港元。国信证券发布研报称，现阶段快递行业由于同质化竞争严重，正处于低价竞争加剧的阶段，未来在“反内卷”和高质量发展政策指导下，快递行业无序竞争有望边际好转，四季度旺季价格和盈利表现值得期待。招商证券表示，维持对快递物流行业的“推荐”投资评级。2025年1-5月全国快递业务量同比增长20.1%至788亿件，但单价同比下降8.2%至7.5元，行业呈现"量增价跌"特征。头部企业通过成本管控和技术投入强化竞争优势。下半年建议关注监管政策对价格战的干预，以及跨境电商关税政策对跨境物流的影响。
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