东兴证券:快递业务量增速分化明显 关注反内卷后续影响

智通财经网
23 Jul

智通财经APP获悉,东兴证券发布研报称,6月全国快递服务企业业务完成量168.73亿件,同比增长15.8%,行业件量增速有所放缓。随着行业竞争的加剧,电商件内部的分化已经较为明显。低端电商件领域,单纯的成本优势能够为企业带来利润贡献会越来越有限,而中高端的电商件对服务质量提出更高的要求。行业的变化在倒逼企业重视服务质量,走向转型升级的道路,“生存靠份额,赚钱靠服务”会是行业趋势。因此该行建议重点...

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