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光大證券:快遞行業需求保持韌性 價格競爭持續
格隆匯 07-29 10:07
光大證券研報指出,快遞行業需求保持韌性,價格競爭持續,終端價格處在歷史底部水平,各家企業在份額和盈利水平上保持分化。短期行業雖競爭,但總部單票利潤影響較小,且淡季價格下降空間有限,板塊情緒有望再次修復;中長期仍堅持龍頭配置思路,競爭環境下龍頭具有產能優勢、件量規模優勢、定價與降本優勢,或將是份額與利潤雙升的長期分化局面。
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