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【券商聚焦】交银国际维持快递行业件单价持续下行预期 但下行幅度或逐步收窄

金吾財訊 ·  Sep 9 09:11

金吾财讯 | 交银国际表示,快递7月单量同比增22%,对比大促期间5-6月增速基本持平。行业单票价格延续下降趋势,7月同比降12%,降幅较电商旺季5-6月基本稳定,反映行业价格竞争并未出现边际加剧。该行维持行业件单价持续下行预期,但下行幅度或逐步收窄。

该行指,上半年多数快递公司快递业务利润同比提升10-15%,申通、极兔、京东物流利润改善明显。快递行业估值情绪略有回暖。看好行业在健康发展的引导下,兼备盈利提升弹性且处在合理估值区间的标的。

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