摩根士丹利研报指出,中通快递-W(02057.HK) 成功抢占市场占有率后,盈利预测随之上修,此举得益于“反内卷”政策推动的市场整合,并预期此趋势将持续,而中通估值有上涨空间。大摩指,地方监管机构在保护快递员福利和网络稳定性方面的持续努力,为市场价格提供了支撑,表现胜预期。中通管理层同意该行对“反内卷”的看法,即价格下限将继续存在;对价差要求的指引将放宽;市占率锁定也将逐步取消。正如大摩在过去两季...
Source Link摩根士丹利研报指出,中通快递-W(02057.HK) 成功抢占市场占有率后,盈利预测随之上修,此举得益于“反内卷”政策推动的市场整合,并预期此趋势将持续,而中通估值有上涨空间。大摩指,地方监管机构在保护快递员福利和网络稳定性方面的持续努力,为市场价格提供了支撑,表现胜预期。中通管理层同意该行对“反内卷”的看法,即价格下限将继续存在;对价差要求的指引将放宽;市占率锁定也将逐步取消。正如大摩在过去两季...
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