交通运输行业周报:快递、民航“反内卷”整治持续 VLCC受制裁名单再扩大

国盛证券
Dec 14

周观点:中央经济工作会议12 月10 日至11 日在北京举行,会议明确“制定全国统一大市场建设条例,深入整治‘内卷式’竞争”。继续看好快递、航空在“反内卷”整治下的投资机会。快递反内卷线:快递行业份额逐步向头部快递集中,反内卷政策下恶性价格战得到有效遏制,头部快递份额、利润同步提升,有望迎来双击。快递出海线:快递出海,天地广阔,海外电商GMV 爆发式增长,带动快递业务量迅猛增长,相关标的为极兔速递...

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