CITIC pointed out that the month-on-month decline in the business volume of the express delivery industry in July was narrower than that of last year, 2.3pcts, in line with expectations, of which the decline in Shanghai parts volume narrowed 17.7pcts compared with the same period last year. It is expected that the epidemic control in Yiwu will objectively increase the implementation cost, and the peak season is approaching, the overlay policy is not relaxed, the epidemic situation is repeated, and the rising cost of oil prices is expected to form price rigid support, pay attention to price repair elasticity in the peak season, and timely layout. Yuantong digital management is the next city, and the new housekeeping function "through headquarters" adds digital weapons. It is suggested that attention should be paid to the opportunity of express delivery leader layout after event impact.
中信证券:多重因素或形成价格刚性支撑,关注快递业旺季价格修复弹性
CITIC: multiple factors may form price rigid support, pay attention to the price repair elasticity of the express industry in peak season
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The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.
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The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.
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