中通快递-W(02057)早盘上涨5.06%,现报159.50港元,成交额1.34亿港元。
消息面上,中通快递将于3月19日发布2024年第四季度及全年业绩。此外,恒生指数公司公布季检结果,中通快递进入恒生中国企业指数, 将于3月10日起生效。
信达证券指出,根据中通快递2024年三季度业绩公告表述,公司计划重夺市场份额,扩大公司在业务量方面的领先优势并实现合理的盈利水准。龙头公司份额诉求增强背景下,2025年或恢复价格博弈,关注价格博弈背景下行业格局变化情况。国信证券指出,由于中通快递明年的战略已经明确为市场份额优于利润表现,今年行业价格竞争可能存在反复,但行业长期竞争格局向好趋势不改。
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