研报掘金｜开源证券：快递行业短期价格有望回升看好中通快递

格隆汇资讯2023-09-21

开源证券研报指出，8月快递行业件量同比增速以及2年CAGR均显著提升，电商快递价格竞争激烈，价格仍下行。短期，随快递行业走入旺季，价格有望止跌，但我们认为电商竞争张力不变，淡季价格竞争或成为阶段性常态。中长期，我们认为价格竞争有望促进行业向龙头整合，份额提升有望使企业产能利用率达到规模经济的水平，并且提高投资自动化设备的经济效益，叠加头部快递企业善用数字化工具增强网络管理与经营效率，我们认为...

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研报掘金｜开源证券：快递行业短期价格有望回升 看好中通快递

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研报掘金｜开源证券：快递行业短期价格有望回升看好中通快递