中信证券研报指出2025年头部快递更关注份额提升考虑多重因素1-5月行业的价格竞争同比强化但未来向下有底。挖掘快递细分市

智通财经2025-07-02

中信证券研报指出2025年头部快递更关注份额提升考虑多重因素1-5月行业的价格竞争同比强化但未来向下有底。挖掘快递细分市场量增引领者关注国内细分和东南亚市场具备明确竞争壁垒、利润增长确定性强的公司。6月中旬顺丰股东大会强调“激活经营机制”、“深化解决方案转型”等核心方向运营组织变革、经营周期的拐点有望推动公司件量高增长保持利润率一定程度持续提升。极兔在东南亚市场成本优势降维打击“份额提升+格局优化...

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