证券时报网讯，光大证券研报指出，快递行业需求保持韧性，价格竞争持续，终端价格处在历史底部水平，各家企业在份额和盈利水平上保持分化。短期行业虽竞争，但总部单票利润影响较小，且淡季价格下降空间有限，板块情绪有望再次修复;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：圆通速递、申通快递、韵达股份等。
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光大证券:快递行业需求保持韧性 价格竞争持续
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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Risk Disclaimer
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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