智通财经APP获悉，中通快递-W(02057)涨超4%，截至发稿，涨4.08%，报158.2港元，成交额4.83亿港元。
消息面上，信达证券认为，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。加盟制方面，估值或已调整到位，关注行业“反内卷”政策实质性落地进展及行业格局变化。国联民生证券指出，基于“反内卷”政策软约束下，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。个股方面，建议关注份额有望重返上行、盈利韧性较强的中通快递等。
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