海通国际：快递业需求韧性持续 2025年价格竞争力度增强

智通财经2025-06-06

智通财经APP获悉，海通国际发布研报称，2025年前4月行业快递业务量同比增长超20%，小件化、逆向件及直播电商等新业态将持续推动结构性增长。该行提示板块业绩不确定性增加，看好电商快递第一梯队中通快递-W(02057)与圆通速递(600233.SH)份额上升催化估值修复机会，与时效快递顺周期底部布局时机。受益标的包括：顺丰控股(002352.SZ)、中通快递、圆通速递、极兔速递-W(01519)、...

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