智通财经APP获悉，中通快递-W(02057)涨超4%，暂领升蓝筹。截至发稿，涨4.28%，报163.3港元，成交额5.42亿港元。
消息面上，据南方都市报，8月4日起，广东省快递底价整体上调0.4元/票，均价涨至1.4元以上。按照有关部门要求，各家均不得低于1.4元成本价揽收，否则将遭受重罚。多位快递企业人士证实了该消息，“确实是涨价了，0.1kg不能低于1.4元，已经开始了。”此前7月29日，国家邮政局召开快递企业座谈会强调，积极推动解决“内卷式”竞争和农村地区领取快件违规收费等突出问题，维护好行业良好发展业态。
浙商证券指出，随着淡季结束，9月旺季到来，有望看到价格更大范围企稳回升，从而加盟商经营承压或将改善，快递业绩及板块情绪有望实现阶段性修复。此外，申通近日收购丹鸟拉开了快递行业在国家反内卷背景下资源整合的序幕，中长期看，国家邮政局鼓励快递企业兼并重组，快递行业结构趋于健康，竞争生态优化，有望带来板块性的投资机会。
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