《大行》瑞银降中通快递(ZTO.US)目标价至26.6元 续予“买入”评级

阿斯达克财经
Aug 20

瑞银发表研究报告指,中通快递(ZTO.US)  第二季经调整纯利按年升50%至31亿元人民币,胜市场预期8%。若撇除税务退税的一次性影响,业绩则大致符合预期。该行表示,在反内卷背景下,行业正由低价竞争转向高质量发展,整体行业增长明显放缓。中通快递已下调全年包裹量指引,预计为6%到10%(原本10%到13%)。该行相应下调公司全年盈利预测5%,预期今年经调整纯利为109.5亿元人民币,按年升15%,...

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