财联社5月22日电,财通证券发布研报称,在快递行业反内卷的持续推进下,快递公司业绩有望修复,建议关注估值底部,A股龙头圆通速递(600233.SH),港股龙头中通快递-W(02057),以及反内卷高弹性的申通快递(002468.SZ)及韵达股份(002120.SZ)。鉴于快递行业多条主线均存在布局机会,维持快递行业“看好”评级。
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