物流:进取与进阶,发展新范式的变革展望四季度及明年,在外部政策不确定性仍大,内生增长动力不足的背景下,中国宏观经济寻求高质量发展,遵循这一脉络我们看好物流行业发展范式的变革,其主要路径有二:1)政策驱动型:“反内卷”作为“全国统一大市场建设”和“高质量发展”框架下的中长期命题,快递“反内卷”持续性可以更乐观。借鉴2021 年提价经验,四季度部分区域或有望迎来二次涨价,全网派费有望迎来一轮提涨。结合...
Source Link物流:进取与进阶,发展新范式的变革展望四季度及明年,在外部政策不确定性仍大,内生增长动力不足的背景下,中国宏观经济寻求高质量发展,遵循这一脉络我们看好物流行业发展范式的变革,其主要路径有二:1)政策驱动型:“反内卷”作为“全国统一大市场建设”和“高质量发展”框架下的中长期命题,快递“反内卷”持续性可以更乐观。借鉴2021 年提价经验,四季度部分区域或有望迎来二次涨价,全网派费有望迎来一轮提涨。结合...
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