10月16日,招商证券发布研报称,估值低位,关注旺季价格催化。反内卷政策基调延续,行业总体竞争可控,盈利有望持续高增长。当前行业估值性价比和中长期配置价值依然较高,短期建议关注旺季核心产粮区价格催化。推荐标的:中通快递-W、圆通速递、申通快递、顺丰控股。
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