金吾财讯 | 中邮证券发研报指,各快递公司披露11月运营数据,业务量整体保持高增,单价同比均有所下滑。龙头公司在三季报中提出保障份额,或意味着温和的价格竞争仍将持续,长周期或有利于行业健康发展。该行仍看好各快递公司业务量持续增长拉动营收规模,同时降本增效改善单位盈利水平。各快递公司估值处于较低位置,首推中通快递(02057),推荐顺丰控股(06936)、圆通速递、申通快递,关注韵达股份。
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