反内卷下A股快递公司增速放缓洗牌加速,韵达净利大跌近五成

南方都市报
Nov 06, 2025

日前,多家A股快递企业披露三季报。数据显示出,在有关部门呼吁“反内卷”及8月开始的涨价背景下,单票价格回归理性通道,行业的非理性竞争有望持续得到有效管控,同时行业格局分化、竞争洗牌加速。今年前三季度,顺丰、申通、圆通市场份额都有略微提升,韵达则市场份额和净利润都出现下滑,且业务量被申通反超。顺丰由于采取战略性投入,第三季度的盈利水平也出现了短暂性承压。韵达净利下降近五成,业务量被申通反超根据...

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