里昂：中国快递业进入成熟阶段极兔速递-W为行业首选

同花顺09-10

9月10日，里昂发布研报称，中国快递业进入成熟阶段，预期2027年行业件量增长维持中高单位数，反内卷将继续抑制激进价格竞争，龙头如中通快递-W（HK2057）（02057.HK）、圆通速递（600233）（600233.SH）料表现较佳，较低线运营商如韵达股份（002120）（002120.SZ）在重夺市占方面或面对更多挑战。该行指出，由于各运营商均录得盈利及正自由现金流，有意义的行业整合短期或...

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里昂：中国快递业进入成熟阶段 极兔速递-W为行业首选

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里昂：中国快递业进入成熟阶段极兔速递-W为行业首选