金吾财讯 | 中通快递(02057)股价逆市上扬，截至发稿，报191.9港元，涨幅4.12%，成交额2.49亿港元。公司将于3月18日发布财报。国盛证券发布研报称，2026年快递“反内卷”持续深化，国家邮政局将综合整治“内卷式”竞争列为年度重点任务，各省市陆续跟进具体部署，社保的推广进一步推动行业提价诉求。而通达内部分额分化仍在持续，反内卷背景下更考验快递总部管理能力和网络实力，头部快递竞争实力能显着放大，份额逐步向其集中。头部快递份额、利润同步提升，有望迎来双击。
金吾财讯 | 中通快递(02057)股价逆市上扬，截至发稿，报191.9港元，涨幅4.12%，成交额2.49亿港元。公司将于3月18日发布财报。国盛证券发布研报称，2026年快递“反内卷”持续深化，国家邮政局将综合整治“内卷式”竞争列为年度重点任务，各省市陆续跟进具体部署，社保的推广进一步推动行业提价诉求。而通达内部分额分化仍在持续，反内卷背景下更考验快递总部管理能力和网络实力，头部快递竞争实力能显着放大，份额逐步向其集中。头部快递份额、利润同步提升，有望迎来双击。
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