小摩：中通快递-W(02057)受惠政策顺风升目标价至197港元予“增持”评级

智通财经网11-25

智通财经APP获悉，摩根大通发布研报称，中通快递-W(02057)将在未来3至6个月继续成为运输行业中的首选股，将公司H股目标价由187港元上调至197港元，予“增持”评级。该行又将中通快递(ZTO.US)美股目标价由24美元调升至25美元，评级同样为“增持”。

小摩引述中通快递管理层最新评论指，反内卷政策正从根本上重塑竞争格局，推动整个行业从以量取胜的增长模式，转向更关注质量与盈利能力。小摩认为，中通快递正明显受惠于当前行业发展，除了持续扩大市场占有率，亦展现出稳健的利润表现。

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小摩：中通快递-W(02057)受惠政策顺风 升目标价至197港元 予“增持”评级

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小摩：中通快递-W(02057)受惠政策顺风升目标价至197港元予“增持”评级