快递行业“反内卷”政策推行逾两月，老牌巨头韵达股份（002120）的业绩单却透出刺骨寒意。三季报显示，韵达股份前三季度归母净利润7.30亿元，同比暴跌48.15%；三季度单季净利同比下滑45.21%，近乎“腰斩”的盈利表现与行业整体回暖态势形成鲜明反差。与之形成对比的是，曾被通达系视为“价格战搅局者”的极兔速递（01519），虽曾被韵达快递创始人聂腾云于2020年10月通过内网发布《关于全网禁止...
Source Link快递行业“反内卷”政策推行逾两月，老牌巨头韵达股份（002120）的业绩单却透出刺骨寒意。三季报显示，韵达股份前三季度归母净利润7.30亿元，同比暴跌48.15%；三季度单季净利同比下滑45.21%，近乎“腰斩”的盈利表现与行业整体回暖态势形成鲜明反差。与之形成对比的是，曾被通达系视为“价格战搅局者”的极兔速递（01519），虽曾被韵达快递创始人聂腾云于2020年10月通过内网发布《关于全网禁止...
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