每经AI快讯,华泰证券指出,4月全国快递件量同比增长22.7%,较3月提升2.6pct,依然维持高增速;环比因进入淡季,件量减少1.1%;全国社会消费品零售额/实物商品网上零售额(电商GMV)分别同比+2.3%/+9.6%,环比3月,增幅分别-0.8pct/+2.9pct。4月电商渗透率同比/环比提高1.8/0.9pct至26.1%,电商渗透率继续稳步向上。往后展望,电商大促在即,件量有望逐月攀升,维持同比高增态势;头部企业对利润的诉求增强,价格竞争趋缓。
特别声明:以上内容(如有图片或视频亦包括在内)为自媒体平台“网易号”用户上传并发布,本平台仅提供信息存储服务。
Notice: The content above (including the pictures and videos if any) is uploaded and posted by a user of NetEase Hao, which is a social media platform and only provides information storage services.