大和发表研究报告指，中通快递(02057.HK) 股价自7月以来显著落后于A股上市同业，相信是由于投资者普遍预测其快递平均单价上升时盈利敏感度较低所致。虽然次季业绩逊预期，但大和表示，管理层对于快递持续涨价仍感到乐观，相信在当局推行反内卷政策后，行业价格可逐步复苏。
因应快递价格上升对包裹量带来轻微负面影响，中通快递将全年包裹量增长预期从介乎20%至24%，下调至介乎14%至18%。大和相应将中通2025至2026年每股盈利预测下调0.4%至10%，以反映包裹量减少，相信行业价格趋势改善可将推动重估，将其评级从“跑赢大市”上调至“买入”，目标价也从155元上调至180元。(gc/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-08-21 12:25。)
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.