本文来自格隆汇专栏:中信证券研究 作者:扈世民 张昕玥 张庆焕7月以来“反内卷”成为快递行业关键词,自上而下的积极政策推动、凝聚各方共识成为化解近期价格端承压的东风,相对其他行业,“反内卷”在快递落地的客观条件逐渐具备。托底价格、兼并重组、保证小哥合法权益或为快递“反内卷”潜在突破口。不同于2021年,本轮目前采用“托底价格”对轻小件和大客户最低价格进行规治,当期建议重点关注揭阳、广州、义乌等核心...
Source Link本文来自格隆汇专栏:中信证券研究 作者:扈世民 张昕玥 张庆焕7月以来“反内卷”成为快递行业关键词,自上而下的积极政策推动、凝聚各方共识成为化解近期价格端承压的东风,相对其他行业,“反内卷”在快递落地的客观条件逐渐具备。托底价格、兼并重组、保证小哥合法权益或为快递“反内卷”潜在突破口。不同于2021年,本轮目前采用“托底价格”对轻小件和大客户最低价格进行规治,当期建议重点关注揭阳、广州、义乌等核心...
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