According to the March 22 research report of Dongguan Securities, the trend of continuous growth in express delivery demand remains unchanged. After the implementation of the “New Express Delivery Regulations”, it is expected that e-commerce express delivery leaders will actively integrate internal skills and improve services. It is expected that there will be no possibility of a large-scale price war in the industry in the short term. The valuation of express delivery stocks has clearly rebounded since 2024, and it is recommended to pay more attention to the effects of leading leaders' active reforms.
东莞证券：快递需求持续增长趋势不改
Dongguan Securities: Express delivery demand continues to grow, and the trend remains unchanged
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