港股异动 | 中通快递-W(02057)盘中涨近4% 全年完成业务量340亿件 春节后价格策略可全国范围落地

智通财经
17 Jan

智通财经APP获悉,中通快递-W(02057)盘中涨近4%,截至发稿,涨3.15%,报150.6港元,成交额9881.6万港元。

消息面上,中通快递近期公告,于1月9日在上海总部召开全国网络工作会议,会议总结回顾2024年各项工作,分析形势,部署2025年重点任务。中通董事长赖梅松在会上指出,2024年中通完成业务量340亿件,同比增长12.6%,业务规模连续九年行业第一。

中信建投指出,中通的价格政策已经在2024第四季度的广东地区投放试点,已在2025年全国网络大会上明确全年的战略方向及政策。但开启价格战的具体策略方式和节奏需要权衡和通过高频月度数据和调研观察。该行指出,最终是否能实现“份额+利润”双击,需要等待今年下半年Q2或Q3业绩验证兑现“双击逻辑”。

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