share_log

华源证券:快递行业情绪有望再次修复

Securities Times ·  Jul 1 09:10

证券时报网讯,华源证券研报指出,当前快递领域终端价格总体处在历史底部水平,下行空间有限。行业处于高质量发展、有序竞争的环境中。短期总部单票利润影响较小及淡季价格下降空间有限,行业情绪有望再次修复;中长期仍坚持龙头配置思路,竞争环境下龙头具有产能优势、件量规模优势、定价与降本优势,或将是份额与利润双升的长期分化局面。建议关注:中通快递、圆通速递、韵达股份等。

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.
    Write a comment