金吾财讯 | 摘要：花旗研究分析了中国物流行业的快递服务情况，特别关注了2024年10月的数据。由于双11购物节比去年提前一周，从10月14日开始，10月份的初始包裹量同比增长24%。今年前10个月的包裹量增长预计为22.3%。报告指出，尽管整体价格提升略低于预期，但快递服务需求在11月有望保持高单位数增长。核心观点：1.10月份初始包裹量同比增长24%，得益于双11购物节提前。2.今年前10个月包裹量增长预计为22.3%。3.整体价格提升略低于预期。4.尽管浙江的价格趋势在9月份表现良好，但广东（占总包裹量的24%）的环比提升弱于去年。5.预计11月份包裹量将保持高单位数增长。6.花旗研究的首选投资为中通快递（ZTO）和顺丰控股（STO）。
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