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A股異動 | 快遞物流股集體上升 全國快遞業務量突破300億件
格隆匯4月7日丨快遞物流股集體上升,順豐控股升4.8%,建發股份升3.9%,楚天科技升3.1%,韻達股份、南山控股、嘉友國際升逾2.5%,圓通國際、湘郵科技升2%。國家郵政局監測數據顯示,截至4月6日上午8時,今年我國快遞業務量達300億件,比2019年達到300億件提前了99天,比2022年提前了18天。華泰證券表示,3-4月快遞件量將表現出較高的同比增速。中期維度,看好23年國內消費需求穩健向好,快遞行業有望維持穩增長。長期維度,在“監管維穩”+“龍頭挺價”+“用户付費”三重驅動下,認為電商快遞盈利水平有較高增長空間。

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