华源证券7月29日发布研报称，给予圆通速递（600233.SH，最新价：15.43元）买入评级。评级理由主要包括：1）6月行业业务量同比增长15.8%，圆通业务量增速持续领先；2）6月行业价格竞争仍持续，7月“反内卷”有望开启价格回升；3）重视当前“反内卷”大背景，快递企业盈利弹性大。风险提示：行业需求降速风险，行业提价不及预期风险，反内卷政策未达预期风险。文章来源：每日经济新闻原标题：华源证券...
Source Link华源证券7月29日发布研报称，给予圆通速递（600233.SH，最新价：15.43元）买入评级。评级理由主要包括：1）6月行业业务量同比增长15.8%，圆通业务量增速持续领先；2）6月行业价格竞争仍持续，7月“反内卷”有望开启价格回升；3）重视当前“反内卷”大背景，快递企业盈利弹性大。风险提示：行业需求降速风险，行业提价不及预期风险，反内卷政策未达预期风险。文章来源：每日经济新闻原标题：华源证券...
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