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...
Source Link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...
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