Tiger Brokers

物流板块整体承压 京东物流(02618)跌2.53%

金吾财讯
Apr 24

金吾财讯 | 物流板块整体承压，截至发稿，粤港湾控股(01396)跌3.83%，京东物流(02618)跌2.53%，KLN(00636)跌1.33%，中国外运(00598)跌0.39%，海丰国际(01308)跌0.57%，中通快递-W(02057)跌0.30%。消息面上，华泰证券表示，一季度，快递行业件量同比增长5.8%(4Q25：+5.0%)，件均价同比增长1.0%(4Q25：-4.4%)、环比上涨0.15元。4月截至19日，全国快递揽收/派送量累计估算同比+4.1%/+3.3%。该机构预计4月件量同比增速依然较弱，但考虑到4月起全国多地加收燃油附加费、上调快递价格，4月件均价有望延续同比正增长。4月，全国多地区电商快递宣布加收燃油附加费，一方面，电商快递有望顺价传导高油价带来的成本压力，另一方面，涨价超出此前“电商快递同质化竞争，无法顺价传导高成本”的预期。年初以来，“产粮区”延长封盘、非产粮区接力涨价，叠加社保与“快递进村”等持续推进，该机构认为应重视监管维持反内卷成果、推动行业高质量发展的决心，该机构看好电商快递板块全年盈利持续修复。此外，该机构继续推荐受益海外电商高增的极兔速递，建议左侧布局件量结构调优的综合物流龙头。

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