中通快递-W:散客业务高增长 核心成本持续优化

东兴证券
22 Nov 2024

事件:公司发布2024 年三季报,公司单季完成业务量87.23 亿件,同比增长15.9%,市场份额下降0.7pct 至20.0%。三季度单季公司调整后净利润23.87亿元,同比增长2.0%。业务量增速回升,但略低于行业均值:Q3 公司完成业务量87.2 亿件,业务量增速回升至15.9%,高于Q1 与Q2,但低于行业均值的20.1%。低价值电商包裹比例的不断上升,对公司实现服务质量、业务量和利润持续...

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