中通快递、圆通速递:产能峰值后利润释放,抗风险能力强

和讯网
Dec 18, 2025

【12月18日:快递“全链条降本”现结构性机会】市场反内卷预期逐步兑现,快递结构性机会聚焦“全链条降本”。监管推行价格反内卷,虽短期延缓格局出清,却凸显龙头公司末端变革价值投资主线,目前此主线尚未达成共识。 现金流对快递总部公司意义重大,既关乎持续生存,也决定加盟商网络出现问题时的抗压韧性。 电商快递龙头中通快递和圆通速递,正处度过产能峰值后的利润释放期。其产能投入具前瞻性,在第四轮产能周期后半段...

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