金吾财讯 | 港股物流板块局部走强，截至发稿，中通快递-W(02057)涨5.36%，中国外运(00598)涨4.19%，京东物流(02618)涨3.40%，海丰国际(01308)涨2.04%，KLN(00636)涨2.00%。消息面上，招商证券研究认为，2026Q1主要快递公司盈利普遍大幅改善，价格修复、成本优化及业务量增长共同推动利润增长。快递行业估值总体处于低位，看好行业有序竞争、格局逐步优化，静待新的估值催化。综合物流方面，我国跨境空运量价齐升；外运一季度主要业务货量实现全面增长；在中国企业前期战略投入逐步兑现、区域业务规模持续扩大及成本管控能力增强的支撑下，海外快递26年仍有望保持较快增长。
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