7月2日，快递概念股走高，极兔速递-W涨超5%；中通快递-W涨近5%。
消息面上，快递行业“反内卷”成效正加速释放。6月30日晚间，圆通速递公告，公司预计2026年半年度实现归属于母公司所有者的净利润31亿元到34亿元，同比增长69.34%至85.73%。针对此次业绩预增的原因，圆通速递在其业绩预告中表示，报告期内，行业持续落实反内卷相关举措，竞争秩序逐步改善，终端价格合理修复，推动行业经营环境边际向好。
方正证券认为，短期看，持续稳价调价+前期低基数，尾部企业利润修复弹性可观，龙头依托总部赋能/网点盈利改善/服务提质形成量价齐升的正向循环，稳步夯实龙头壁垒。中长期看，政策长效约束+市场自律+需求增量有限，行业彻底告别低价粗放扩张旧模式、行业分化加速，竞争从价格内卷转向服务/成本/数字化效率综合比拼，迈入产能整合、全链条提质降本的高质量发展新阶段。
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