格隆汇7月21日|华泰证券表示,展望7月,虽然步入电商淡季,但考虑到末端价格年初以来持续承压,终端加盟商压力较大,在邮管局“反内卷”号召下,末端价格有望触底回升,加盟商与企业盈利压力有望缓解,关注政策催化的快递公司。
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