港股異動 | 快遞物流股普漲 快遞行業即將進入旺季
格隆匯10月12日丨快遞物流股普漲,港股市場中通快遞大漲6.28%,圓通速遞國際漲近4%;A股市場中國外運漲近7%,圓通速遞漲逾2%。雙十一”臨近,快遞再現漲價傳聞。近日,一份網傳的“通達系”快遞內部漲價通知顯示,自10月12日起,包裹中轉費需上調0.5元。近期也網傳浙江義烏、廣東澄海等地發往全國快遞價格上調的通知。華創證券指出,隨着快遞行業即將進入旺季,業務量也會迅速提升,尤其是在“雙11”期間。近年來,“雙11”期間快遞業務量屢創新高,2019年11月11日,郵政、快遞企業攬收快件達5.35億件,是二季度以來日常處理量的3倍。旺季臨近,今年“雙11”快件量預計仍將延續大幅增長態勢,全行業將面臨空前的壓力和挑戰。加之,今年以來,快遞價格下跌幅度較大,各項成本的壓力或助推快遞旺季漲價成為可能。

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