国泰海通：快递春季件量延续高增态势价格进入企稳通道

智通财经03-06

智通财经APP获悉，国泰海通发布研报称，快递反内卷已扩散至全国，明显提升了企业的单票收入，并将明显修复电商快递企业2026年的盈利，盈利弹性取决于提价持续性。建议重视电商快递业绩确定性改善机遇。维持顺丰控股(002352.SZ)增持，相关标的圆通快递(600233.SH)、中通速递-W(02057)、极兔速递(01519)、韵达股份(002120.SZ)。国泰海通主要观点如下：小件化趋势延续，预计...

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国泰海通：快递春季件量延续高增态势 价格进入企稳通道

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国泰海通：快递春季件量延续高增态势价格进入企稳通道