美银证券发表研报，重申对中通快递(02057.HK) (ZTO.US) “买入”评级，指出认为中通近期股价疲弱，相信是由于今年第四季至今快递量按年增长放缓所致，10月增幅为约11%，而11月至今已降至约5%。
管理层表明今年市场占有率跌幅较预期大，未来有计划专注于重夺市场占有率，美银认为此暗示了2025年快递价格战或在所难免，对整个行业影响属负面，但预期中通单位利润较同业高，在市场竞争变得激烈时可提供一定缓冲。因应潜在价格竞争，美银将中通美股目标价下调至26.3美元，2024至2026年每股盈测降至12.47、14.14及15.72元人民币。(gc/k)(港股报价延迟最少十五分钟。沽空资料截至 2024-11-20 16:25。) (美股为即时串流报价； OTC市场股票除外，资料延迟最少15分钟。)
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