金吾财讯 | 快递股部分走弱，截至发稿，极兔速递(01519)跌逾7%，顺丰同城(09699)跌1.42%，中通快递(02057)跟跌。消息面上，交银国际表示，快递7月单量同比增22%，对比大促期间5-6月增速基本持平。行业单票价格延续下降趋势，7月同比降12%，降幅较电商旺季5-6月基本稳定，反映行业价格竞争并未出现边际加剧。该行维持行业件单价持续下行预期，但下行幅度或逐步收窄。该行指，上半年多数快递公司快递业务利润同比提升10-15%，申通、极兔、京东物流利润改善明显。快递行业估值情绪略有回暖。看好行业在健康发展的引导下，兼备盈利提升弹性且处在合理估值区间的标的。
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