美银证券发表研究报告指，中通快递(02057.HK) (ZTO.US) 第二季经调整净利润按年跌28%，分别低于该行及市场预测10%和13%。该行将公司2025财年的核心每股盈测下调7%，以反映重点客户(KA)成本较高及销售增长下降，惟将其2026至27财年的预测上调1至3%，以反映预期更高均价。该行表示，对于反内卷，中通快递管理层认为快递服务将以成本加成的方式定价，即在全国范围将不再允许均价...
Source Link美银证券发表研究报告指，中通快递(02057.HK) (ZTO.US) 第二季经调整净利润按年跌28%，分别低于该行及市场预测10%和13%。该行将公司2025财年的核心每股盈测下调7%，以反映重点客户(KA)成本较高及销售增长下降，惟将其2026至27财年的预测上调1至3%，以反映预期更高均价。该行表示，对于反内卷，中通快递管理层认为快递服务将以成本加成的方式定价，即在全国范围将不再允许均价...
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