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。
国盛证券:重视政策催化下快递行业潜在的变化
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