中通快递(02057.HK)今日盘中股价大涨5%,引发市场关注。中通快递作为国内快递行业龙头,其股价表现往往与行业景气程度密切相关。
从行业层面来看,随着电子商务的持续繁荣和物流需求不断增长,快递行业正处于景气周期。根据多家机构预测,2024年国内快递行业有望恢复两位数增长,市场规模可能突破万亿元大关。同时快递企业提价预期也在不断加强,有利于提升行业盈利水平。
作为行业领军企业,中通快递2023年上半年的财报数据亮眼,包裹量和营收均实现双位数增长。机构普遍看好公司在行业复苏中的表现,共有92%的机构给予"买入"评级。投资者预期中通快递有望充分受益行业上行周期,故青睐该股。
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