异动解读 | 旺季临近+提价预期 中通快递股价大涨10.28%

异动解读
26 Sep 2024

中通快递(02057)今日股价盘中大涨10.28%,引发市场广泛关注。分析指出,推动股价大涨的主要原因有两个:

第一,随着"双11"购物节临近,快递行业进入传统旺季期,订单需求旺盛,中通快递作为行业龙头将充分受益。第二,面对成本上涨压力,行业内部分地区已自发上调服务价格,中通快递等龙头企业有望跟进提价,改善业绩表现。

华泰证券指出,快递行业8月数据显示出色,预计提价行情将持续至"双11"期间,与旺季形成共振,看好快递股表现。中通快递有望充分获益于旺季及提价双重利好,从而推动股价大涨。

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