智通财经APP获悉，中银国际发布研报称，上调中通快递-W(02057)港股目标价至223港元，以反映公司在理性竞争下持续稳定的策略执行带来的盈利可见度提升及增强的持续稳定股东回馈措施的执行。
该行表示，2025年第四季该公司核心快递收入加速同比增长13%，超出市场预期，得益于与预期一致的同比增长9%的件量，以及高于预期的同比增长3%、环比增7%的ASP。26亿元人民币的经调整净利润超出市场预期5%。凭借公司在持续推进的反内卷政策下坚实的核心优势，该行预期公司将是产业从低价、纯单量竞争转向量质并举、价值导向模式的主要受益者。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.