小摩：内地快递“反内卷”对部分企业初见成效行业进一步整合

智通财经2025-09-24

智通财经APP获悉，摩根大通发布研报称，中国8月快递数据清楚展现中国“反内卷”运动如何重塑物流行业，监管措施以及地方物价上涨，导致包裹增长量温和，平均售价（ASP）下降收窄。数据显示，整个快递行业去年收入同比增4%，达1190亿元人民币，但平均售价同比下降7%，表明在竞争压力下恢复定价权的持续挑战。“反内卷”措施下，圆通国际快递(06123)和A股的申通快递等企业已初显成效，即使市场份额有所变化，...

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href=http://www.zhitongcaijing.com/content/detail/1348835.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，摩根大通发布研报称，中国8月快递数据清楚展现中国“反内卷”运动如何重塑物流行业，监管措施以及地方物价上涨，导致包裹增长量温和，平均售价（ASP）下降收窄。数据显示，整个快递行业去年收入同比增4%，达1190亿元人民币，但平均售价同比下降7%，表明在竞争压力下恢复定价权的持续挑战。“反内卷”措施下，圆通国际快递(06123)和A股的申通快递等企业已初显成效，即使市场份额有所变化，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1348835.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":"LU2456880835.USD","symbol_name":"ALLIANZ GLOBAL INCOME \"AT\" (USD) 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小摩：内地快递“反内卷”对部分企业初见成效 行业进一步整合

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小摩：内地快递“反内卷”对部分企业初见成效行业进一步整合