汇丰研究发表报告，指由于对价格竞争的担忧再度升温，中通快递(02057.HK) H股股价从2024年10月高位累跌约34%。现在对该股转趋审慎，认为市场竞争加剧可能持续拖累估值，且现时未见市场竞争放缓的初步迹象，行业增长料放缓，尤其是中通2025年的盈利增长率将从2024年的17%放缓至料5%。
由于销售均价下跌，汇丰研究将中通快递2025至2026年每股盈利预测下调9%至10%。该行现估值相当于预测今年市盈率11倍及股息率5%。该行对其美股及H股投资评级由“买入”下调至“持有”，并将其美股目标价由28美元下调至20美元，H股目标价由218港元降至156港元。(ha/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-01-17 16:25。)
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