美股异动 | 中通快递(ZTO.US)涨逾4% 机构:公司盈利韧性较强 市场份额有望重返上行

智通财经网
24 Jul

周四,中通快递(ZTO.US)涨逾4%,报20.33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%。国联民生证券表示,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。中通快递份额有望重返上行,且盈利韧性较强。

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