智通财经APP获悉，中通快递-W(02057)涨超4% ，截至发稿，涨4.13%，报151.4港元，成交额4.21亿港元。
消息面上，招商证券表示，受反内卷政策催化，行业利好事件、积极信号不断释放，推动估值大幅修复：5月初义乌快递低价率先实现小幅修复；7月国家邮政局多次召开“反内卷”相关会议；华南地区已于8月初启动涨价、8月底义乌启动涨价，从8月主要电商快递公司月度数据表现上看，已经初步验证了价格的环比修复；9月以来，全国华中、华北多个区域价格环比修复，随着双十一临近、快递行业步入旺季，建议持续关注旺季价格表现和数据验证情况。
国海证券此前指出，中通快递规模效应和单票盈利性大幅领先，随着产品及业务结构持续优化，全链路降本项目持续推进，单票盈利能力有望继续与同行拉开差距。短期期待量利再平衡策略带来利润和增长修复，长期看好电商快递龙头管理优秀强者恒强，维持“买入”评级。
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.