美股异动|中通快递盘前涨超3.5% 机构指公司份额有望重返上行

格隆汇
24 Jul

中通快递(ZTO.US)盘前涨超3.5%,报20.16美元。消息面上,6月,全国快递业务量完成168.7亿件,同比增长15.8%;快递业务收入完成1263.2亿元,同比增长9%;平均单票价格为7.49元,环比上升0.24元。 国联民生证券研报指,快递行业整体竞争强度预计可控,淡季价格降幅或趋于稳定。当前板块估值已回落至历史相对低位,安全边际较为充分,建议关注“反内卷”政策号召下的板块投资机会。该行指,中通快递份额有望重返上行,且盈利韧性较强。信达证券研报称,电商快递件量规模扩张增速仍在,直播电商进一步崛起背景下,快递行业相对上游电商仍有超额成长性。(格隆汇)

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