2024年9月26日,中通快递(02057.HK)股价盘中大涨10.35%,报收于24.78港元,成交额高达5.65亿港元,引发市场广泛关注。分析指出,推动中通快递股价大涨的主要有两大利好因素:
一是旺季临近效应。随着"双11"购物节的来临,快递行业已步入传统旺季,订单需求旺盛。作为行业龙头,中通快递被看好将充分受益,获取较高单量。数据显示,8月中国快递业务同比增长19.5%,保持较快增速,为双11高峰订单做足了预热。
二是行业提价预期。近期,快递企业面临成本上涨压力,部分地区已自发上调服务价格。华泰证券分析师认为,广东涨价潮或将持续蔓延至全国,涨价行情有望持续至双11期间,与旺季形成共振,提振快递板块业绩。作为龙头企业,中通快递有望跟随提价,进一步改善业绩表现。
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