摩根大通发表研报，将中通快递H股目标价由197港元上调至225港元，评级“增持”。该行表示，反内卷政策正减少价格竞争，允许中通提升效率、投资技术及提高行业进入门槛。管理层对定价理性及质量驱动竞争的可持续性具信心，此观点亦获顺丰及京东物流等其他龙头物流公司认同。中通2026年业务量增长指引为10%至13%，高于行业的8%预测，此受惠于市占率提升、定价环境更理性及利润率扩张。 该行将中通快递上调2026至2028年收入及纯利预测平均8%及2%，预计2026年收入按年增长13%至554亿元，非公认会计准则纯利按年增长13%至107亿元。
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