证券时报网讯,国盛证券研报指出,由于快递行业增速换挡,以及疫后修复降本红利的结束,“以价换量”及“以量降本”难度加大,考验个股阿尔法。随着《快递行业推进劳动合同制度专项行动方案》的实施,成本上升无论是否向市场传导,均有利于头部企业长期逻辑或短期业绩;若行业涨价,尾部企业的业绩弹性亦不可忽视。
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国盛证券:重视政策催化下快递行业潜在的变化
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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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