中金公司发表报告指,2024年第四季快递行业需求维持高位增长,该行认为新策略下中通快递有望重回份额扩张通道,予其目标价25.7美元。考虑到包裹的轻小件化、直播电商发展、退货率提升的趋势有望在2025年延续,认为快递行业件量仍将保持双位数增长。展望2025年,考虑到公司曾在第三季业绩说明会表态“业务量领先是我们业务的基石”,该行认为公司将转变2024年在份额竞争上偏保守的策略,实现高于行业的件量增长...
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