里昂：料中通快递-W(02057)重夺市场份额看好极兔速递-W(01519)海外扩张潜力_老虎社区_美港股上老虎

里昂：料中通快递-W(02057)重夺市场份额看好极兔速递-W(01519)海外扩张潜力

智通财经05-11

智通财经APP获悉，里昂发布研报称，内地快递行业“反内卷”措施见效，行业龙头中通快递-W(02057)首季业务量增长约14%，净利润预计约23亿元人民币，预期2026年将重夺市场份额，同时保持稳定的单位盈利能力，进一步巩固其领导地位。该行指出，中通快递估值具吸引力，目前股价相当于2026财年预测市盈率(PE)约10倍(不包括现金)。里昂维持中通快递“跑赢大市”评级，目标价216港元，同时看好...

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