港股异动 | 中通快递-W(01057)再涨超4% 快递竞争持续龙头企业具备份额上行空间以及成本下行空间

智通财经2023-09-15

智通财经APP获悉，中通快递-W(01057)再涨超4%，截至发稿，涨4.59%，报200.6港元，成交额3737.41万港元。华泰证券表示，随着进入下半年快递行业旺季，7-8月全国快递行业件量增速具有上行趋势，但价格持续同比下滑。快递行业进入存量博弈期，龙头企业渴求份额，快递价格竞争或持续，但快递网络稳定、管理效率提升、自动化设备广泛应用的快递企业具备份额上行空间以及成本下行空间，在行业竞争中...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2367668894?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2023-09-15 09:49","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2367668894","market":"sh","top_or_hot":-1,"title":"港股异动 | 中通快递-W(01057)再涨超4% 快递竞争持续 龙头企业具备份额上行空间以及成本下行空间","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，中通快递-W(01057)再涨超4%，截至发稿，涨4.59%，报200.6港元，成交额3737.41万港元。华泰证券表示，随着进入下半年快递行业旺季，7-8月全国快递行业件量增速具有上行趋势，但价格持续同比下滑。快递行业进入存量博弈期，龙头企业渴求份额，快递价格竞争或持续，但快递网络稳定、管理效率提升、自动化设备广泛应用的快递企业具备份额上行空间以及成本下行空间，在行业竞争中...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/995175.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股异动 | 中通快递-W(01057)再涨超4% 快递竞争持续 龙头企业具备份额上行空间以及成本下行空间</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港股异动 | 中通快递-W(01057)再涨超4% 快递竞争持续 龙头企业具备份额上行空间以及成本下行空间\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-15 09:49 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/995175.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，中通快递-W(01057)再涨超4%，截至发稿，涨4.59%，报200.6港元，成交额3737.41万港元。华泰证券表示，随着进入下半年快递行业旺季，7-8月全国快递行业件量增速具有上行趋势，但价格持续同比下滑。快递行业进入存量博弈期，龙头企业渴求份额，快递价格竞争或持续，但快递网络稳定、管理效率提升、自动化设备广泛应用的快递企业具备份额上行空间以及成本下行空间，在行业竞争中...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/995175.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE00B543WZ88.USD","symbol_name":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) ACC","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/995175.html","article_id":"2367668894","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2367668894","pubTimestamp":1694742554,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，中通快递-W再涨超4%，截至发稿，涨4.59%，报200.6港元，成交额3737.41万港元。快递行业进入存量博弈期，龙头企业渴求份额，快递价格竞争或持续，但快递网络稳定、管理效率提升、自动化设备广泛应用的快递企业具备份额上行空间以及成本下行空间，在行业竞争中有望保持收入规模与盈利能力的双重提升。中银证券指出，上半年，中通快递业务量达到140亿件，同比增长22.3%。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"IE00B543WZ88.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) ACC","BK4526":"热门中概股","02057":"中通快递-W","BK4585":"ETF&股票定投概念","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","BK4503":"景林资产持仓","BK1151":"航空货运与物流","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","BK4502":"阿里概念","ZTO":"中通快递","BK4558":"双十一","BK4505":"高瓴资本持仓","BK1144":"机动车零配件与设备","BK4535":"淡马锡持仓","01057":"浙江世宝","BK1502":"双十一","IE00B5MMRT66.SGD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (SGDHDG) ACC","BK1541":"物流","BK4588":"碎股","BK4131":"航空货运与物流","BK1588":"回港中概股","BK1575":"同股不同权"},"translate_title":"Hong Kong stocks changed ZTO Express-W (01057) rose by more than 4%. Express competition continued. Leading enterprises have upward space for share and downward space for cost","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"02057":1,"ZTO":1,"01057":1},"content_text":"智通财经APP获悉，中通快递-W(01057)再涨超4%，截至发稿，涨4.59%，报200.6港元，成交额3737.41万港元。华泰证券表示，随着进入下半年快递行业旺季，7-8月全国快递行业件量增速具有上行趋势，但价格持续同比下滑。快递行业进入存量博弈期，龙头企业渴求份额，快递价格竞争或持续，但快递网络稳定、管理效率提升、自动化设备广泛应用的快递企业具备份额上行空间以及成本下行空间，在行业竞争中有望保持收入规模与盈利能力的双重提升。中银证券指出，上半年，中通快递业务量达到140亿件，同比增长22.3%。直客占比减少单票收入下滑，但单票成本下降毛利率明显提升。该行认为，公司积极引导网络合作伙伴将资源投向网点产能建设和升级，确保网点和中心的产能配备，有利于后续进一步提升盈利能力和盈利质量。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.43.1","shortVersion":"4.43.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2367668894","isCrawlerRequest":true}

港股异动 | 中通快递-W(01057)再涨超4% 快递竞争持续 龙头企业具备份额上行空间以及成本下行空间

精彩评论

港股异动 | 中通快递-W(01057)再涨超4% 快递竞争持续龙头企业具备份额上行空间以及成本下行空间