快递9月数据点评:通达系单票收入继续回升

东兴证券股份有...
Oct 25

事件:9 月全国快递服务企业业务完成量168.8 亿件,同比增长12.8%。件量增速维持在较低水平。点评:件量增速环比微增,但维持在较低水平:9 月全国快递服务企业业务完成量168.8 亿件,同比增长12.8%。分类型看,9 月同城件业务量同比下降4.9%,异地件业务量增长15.0%。7 月以来反内卷趋势逐渐成型,行业以价换量受到抑制,8-9 月件量增速都处于较低水平。通达系单票收入环比皆明显提升...

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