港股概念追踪|快递市场发展动力强劲 物流板块估值提升明显(附概念股)

智通财经
17 Oct 2024

经测算,2024年9月中国快递发展指数为442.5,同比提升9%。

其中发展规模指数、服务质量指数、发展能力指数和发展趋势指数分别为539.3、688.1、224.4和69.7,同比分别提升24.2%、2.2%、0.4%和3.9%。

9月,快递市场发展动力强劲,规模拓展稳健有序,产业融合深入推进,跨境服务能力趋强。

9月,快递发展规模指数为539.3,同比提升24.2%。从分项指标来看,预计9月快递业务量将同比增长18.5%左右,业务收入将同比增长13%左右。前三季度,快递市场保持快速增长态势,快递业务量超1200亿件,业务收入超万亿元。

中信里昂发布研究报告称,中国快递行业8月数量同比增长20%,通达快递继续扩大市场份额,价格按季走势良好。由于有政策支持,快递运营商几乎是满负荷运营,网络合作伙伴对盈利的日益关注,预计今年旺季期间有些地区价格将出现有意义的增长。

快递物流相关企业:

京东物流(02618)、中国外运(00598)、中通快递-W(02057)、安能物流(09956)、嘉泓物流(02130)、顺丰同城(09699)、圆通国际快递(06123)、极兔速递(01519)等。

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