金吾财讯 | 物流股早盘普升，中通快递(02057)涨4.68%，海丰国际(01308)涨4.06%，京东物流(02618)涨2.24%，中国外运(00598)、嘉泓物流(02130)涨1.13%。
华泰证券指出，8月，全国社会消费品零售额/实物商品网上零售额（电商GMV）/快递件量分别同比+2.1%/+4.1%/+19.5%，三者增速环比均回落，但估计电商客单下降，快递件量增速在三者中最显韧性。此外，8月快递件均价出现企稳回升迹象。邮政局喊话“反内卷”叠加自身成本压力，广东地区出现自发涨价现象，潮汕等地纷纷涨价，且涨价范围持续扩大，带动市场情绪转至乐观。涨价有望持续至双11，与旺季形成共振；建议积极参与快递板块。
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