快递25年8月数据点评:反内卷提价初显成效 后续持续性与总部盈利弹性可观

方正证券
Sep 30

量:行业件量增速回落,顺丰增速继续领先。1)8 月日均件量及同比增速(万件,%):顺丰(4535,+34.8%)>行业(52097,+12.3%)>圆通(8100,+11.1%)> 申通(6926,+10.9%)> 韵达(6919,+8.7%)。2)1-8 月累计件量同比:顺丰(+27.9%)> 圆通(+20.2%)>申通(+18.2%)> 行业(+17.8%)>韵达(+14.3%)。3)8 月...

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