大行评级｜美银：下调中通快递目标价至20美元维持“中性”评级

格隆汇2025-09-09

美银证券发表研究报告指，8月(截至8月24日)内地快递包裹量增速放缓至按年10%，相较7月的15%增幅有所回落，因针对轻量和低单价包裹的包裹量受到反内卷举措及高业务量省份价格底线政策的影响。该行略降中通快递包裹量增长预测，并纳入回购1.5%优先可转债对股数的影响后，将公司2026至27财年经调整每股盈利预测分别下调3%至上调3%，美股目标价由22美元下调至20美元。该行看好公司有行业最优的单位...

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大行评级｜美银：下调中通快递目标价至20美元 维持“中性”评级

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大行评级｜美银：下调中通快递目标价至20美元维持“中性”评级