财通证券：快递行业增速换挡各品牌之间增速分化

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智通财经APP获悉，财通证券发布研报称，在快递行业反内卷的持续推进下，快递公司业绩有望修复，建议重视估值底部，件量增长较快的圆通速递(600233.SH)，以及Q3件量稳健增长的中通快递-W(02057)，以及反内卷高弹性的申通快递(002468.SZ)及韵达股份(002120.SZ)。鉴于快递行业多条主线均存在布局机会，维持快递行业“看好”评级。财通证券主要观点如下：行业量价①量：2025年10...

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财通证券：快递行业增速换挡 各品牌之间增速分化

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财通证券：快递行业增速换挡各品牌之间增速分化