中通快递盘前续涨超2% 机构料公司净利增速持续改善

格隆汇
Dec 05

昨日收涨1.74%的中通快递(ZTO.US)今日美股盘前续涨2.57%,报21.55美元。消息面上,国泰海通证券研报指出,中通快递Q3盈利增速改善主要受益于8月以来反内卷监管下行业价格水平回升和公司业务结构优化,散件业务量同增50%,持续贡献利润量增。该机构预计公司Q4业务量维持8%左右平稳增长,净利润增速持续改善。中泰证券亦指,公司是国内加盟制快递龙头,在资产布局、市场份额等方面具备领先优势,并持续提升核心竞争力,竞争格局改善趋势下有望实现强者更强。

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