**核心观点:内需提振或推动快递行业量价齐升**中通快递-W(02057)作为国内快递行业的龙头企业,其未来增长潜力与宏观经济环境密切相关。报告指出,若中国通过扩大内需来对冲美国加征关税的负面影响,快递行业有望迎来单量和价格的双重提升。回顾2018-2019年中美贸易摩擦期间,中国扩大内需政策曾显著拉动快递行业收入增速上升,快递价格也从大幅下滑转为增长。基于此历史经验,预计2025年下半年国内快递...
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