港股异动 | 中通快递-W(02057)张超4% 公司散件业务量增长势头依然强劲 机构料其明年市场份额将回升

智通财经
Nov 25

智通财经APP获悉,中通快递-W(02057)张超4%,截至发稿,涨4.92%,报13.62港元,成交额1542.11万港元。

消息面上,近日,中通快递-W发布2025年三季度业绩,里昂指出,中通快递-W第三季收入及经调整净利润分别同比增长11%及7%,每单经调整净利润为约0.27元人民币,较第二季的0.21元人民币改善,看好其核心每单成本因新转运中心投产仅上升0.02元人民币。里昂表示,行业反内卷政策预期将持续实施,相信监管机构会继续透过设定价格下限,来严格遏止价格恶性竞争。考虑到中通客户结构较同业好,里昂预期该公司明年市场份额可回升,将2025及2026年净利润预测轻微上调2%。

浙商证券发布研报称,25Q3公司快递量完成95.7亿件,同比+9.8%,市场份额为19.4%。散件业务量增长势头依然强劲,同比增幅近50%,持续为利润带来积极贡献。基于全年预测数据及根据目前的市场和运营情况,公司对年度指引作出调整,2025年的包裹量预计将介于382亿至387亿件之间,同比增长12.3%至13.8%。核心单票方面,25Q3单票调整后净利润0.26元,24Q3为0.27元;环比25Q2提升0.05元。国庆节后第二轮涨价开启,行业旺季到来,涨价具备一定持续性,对快递价格形成支撑。

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