招银国际发表研究报告指,中通快递(02057.HK) 第二季利润按年跌26%,管理层并将全年包裹量增长指引下调至介乎14%至18%,对比此前为20%至24%,相信是由于当局推出的反内卷政策所致。次季中通的快递量按年增长16.5%,单价按年下跌4.7%,但招银国际仍认为未来6至12个月平均单价或有惊喜,可能成为股价催化剂。
该行将中通2025至2027年年盈利预测微调1%至2%,目标价从174元上调至187元,维持“买入”评级。(gc/j)(港股报价延迟最少十五分钟。沽空资料截至 2025-08-20 16:25。)
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