受益于快递行业旺季来临以及提价预期,中通快递盘前股价大涨5.34%,引发市场广泛关注。
数据显示,8月份快递行业整体表现出色,全国快递件量同比增长19.5%,保持较快增速。随着"双11"购物季临近,行业进入传统旺季,快递需求有望进一步攀升。与此同时,由于成本上涨压力,快递企业陆续上调服务价格,提价有望带来业绩改善。
华泰证券分析指出,广东地区已出现自发上涨快递服务价格的现象,并预计提价行情将持续至"双11"期间,与旺季形成共振,给予快递板块"买入"评级。作为行业龙头企业,中通快递有望充分受益于旺季及提价效应,股价应声上涨。
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