ZTO EXPRESS(ZTO)
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7部门对美团等16家企业开展用工行政指导
新华网财经· 2026-02-09 12:05
记者2月9日获悉,人力资源社会保障部、中央社会工作部、中央网信办等7部门近日就维护新就业形态劳动者权益,对美团、淘宝闪购、京东秒送、闪 送、顺丰同城、盒马、滴滴、T3出行、曹操出行、货拉拉、满帮、圆通速递、申通快递、中通快递、韵达快递、极兔快递等16家企业开展用工行政指 导。 来源:新华社 记者:张晓洁 关注" 新华网财经 "视频号 更多财经资讯等你来看 雷军:春节期间小米汽车因自身故障抛锚,可报销1500元高铁/机票费和 500元住宿费 往期推荐 多家银行,上调存款利率 相关部门要求有关企业全面落实用工主体责任,持续改进劳动管理,切实保障好新就业形态劳动者权益。 ...
人社部等7部门对16家头部平台企业和快递企业开展用工行政指导,涉美团、淘宝闪购、京东秒送、闪送、顺丰同城、滴滴等
Xin Lang Cai Jing· 2026-02-09 12:03
来源 | 新华社 编辑 | 杜小溪 近日,人力资源社会保障部会同中央社会工作部、中央网信办、交通运输部、市场监管总局、国家邮政 局、全国总工会,就维护新就业形态劳动者权益,对美团、淘宝闪购、京东秒送、闪送、顺丰同城、盒 马、滴滴、T3出行、曹操出行、货拉拉、满帮、圆通速递、申通快递、中通快递、韵达快递、极兔快 递等16家企业开展用工行政指导。会议要求有关企业全面落实用工主体责任,持续改进劳动管理,切实 保障好新就业形态劳动者权益。 ...
人社部等7部门对美团、淘宝闪购、京东秒送等16家企业开展用工行政指导
Bei Jing Shang Bao· 2026-02-09 11:46
北京商报讯(记者 何倩)2月9日,据新华社报道,近日人力资源社会保障部会同中央社会工作部、中 央网信办、交通运输部、市场监管总局、国家邮政局、全国总工会,就维护新就业形态劳动者权益,对 美团、淘宝闪购、京东秒送、闪送、顺丰同城、盒马、滴滴、T3出行、曹操出行、货拉拉、满帮、圆 通速递、申通快递、中通快递、韵达快递、极兔快递等16家企业开展用工行政指导。会议要求有关企业 全面落实用工主体责任,持续改进劳动管理,切实保障好新就业形态劳动者权益。 ...
七部门对头部平台企业和快递企业开展用工行政指导
第一财经· 2026-02-09 11:25
近日,人力资源社会保障部会同中央社会工作部、中央网信办、交通运输部、市场监管总局、国家邮政 局、全国总工会,就维护新就业形态劳动者权益,对美团、淘宝闪购、京东秒送、闪送、顺丰同城、盒 马、滴滴、T3出行、曹操出行、货拉拉、满帮、圆通速递、申通快递、中通快递、韵达快递、极兔快 递等16家企业开展用工行政指导。会议要求有关企业全面落实用工主体责任,持续改进劳动管理,切 实保障好新就业形态劳动者权益。 编辑 |瑜见 来源|人社部网站 ...
七部门:对美团、淘宝闪购、京东秒送、闪送、顺丰同城、盒马、滴滴、曹操出行、货拉拉、圆通速递、申通快递等16家企业开展用工行政指导
财联社· 2026-02-09 11:15
据央视新闻,人力资源社会保障部近日会同中央社会工作部、中央网信办、交通运输部、市场监管总局、国家邮政局、全国总工会,就维护新就业 形态劳动者权益, 对美团、淘宝闪购、京东秒送、闪送、顺丰同城、盒马、滴滴、T3出行、曹操出行、货拉拉、满帮、圆通速递、申通快递、中通 快递、韵达快递、极兔快递等16家企业开展用工行政指导。 会议要求有关企业全面落实用工主体责任,持续改进劳动管理,切实保障好新就业形态劳动者权益。 ...
人社部等7部门对头部平台企业和快递企业开展用工行政指导
Jin Rong Jie· 2026-02-09 10:56
近日,人力资源社会保障部会同中央社会工作部、中央网信办、交通运输部、市场监管总局、国家邮政 局、全国总工会,就维护新就业形态劳动者权益,对美团、淘宝闪购、京东秒送、闪送、顺丰同城、盒 马、滴滴、T3出行、曹操出行、货拉拉、满帮、圆通速递、申通 快递、中通快递、韵达快递、极兔快 递等16家企业开展用工行政指导。会议要求有关企业全面落实用工主体责任,持续改进劳动管理,切实 保障好新就业形态劳动者权益。(新华社) ...
麦格理:上调中通快递美股目标价从18.4美元,看好单位经济效益持续改善
Xin Lang Cai Jing· 2026-02-09 06:48
麦格理发表研报指,中通快递去年末季表现强劲,增长领先同业。根据其初步业绩,其中业务量按年增 9%;营收介乎按年增8%至19%之间,毛利率则在23%至28%的区间内。该行认为,在物流行业"反内 卷"的政策环境下,结合中通高质量且具性价比的价值定位,集团在捕捉客户价格偏好转移方面处于有 利地位。展望2026年,该行预测中通总包裹量将年增8%,而预期的行业增速为7%;在行业定价复苏及 其关键客户与退件零售策略利好下,平均单价预计将按年提升2分,至1.28元;又相信去年触底后,受 规模效应扩大与平均单价提升双重推动下,单位经济效益应持续改善。该行将中通美股目标价从18.4美 元一举升至26.6美元,评级上调至"跑赢大市"。 来源:滚动播报 ...
大行评级丨麦格理:上调中通快递美股目标价从18.4美元,看好单位经济效益持续改善
Ge Long Hui· 2026-02-09 06:41
展望2026年,该行预测中通总包裹量将年增8%,而预期的行业增速为7%;在行业定价复苏及其关键客 户与退件零售策略利好下,平均单价预计将按年提升2分,至1.28元;又相信去年触底后,受规模效应 扩大与平均单价提升双重推动下,单位经济效益应持续改善。该行将中通美股目标价从18.4美元一举升 至26.6美元,评级上调至"跑赢大市"。 麦格理发表研报指,中通快递去年末季表现强劲,增长领先同业。根据其初步业绩,其中业务量按年增 9%;营收介乎按年增8%至19%之间,毛利率则在23%至28%的区间内。该行认为,在物流行业"反内 卷"的政策环境下,结合中通高质量且具性价比的价值定位,集团在捕捉客户价格偏好转移方面处于有 利地位。 ...
交通运输行业周报(2026年2月2日-2026年2月8日):航空春运景气持续攀升,中通快递拟发可转债-20260209
Hua Yuan Zheng Quan· 2026-02-09 04:31
Investment Rating - The investment rating for the transportation industry is "Positive" (maintained) [4] Core Views - The express delivery sector shows resilient demand, with a "de-involution" trend driving up express prices, enhancing corporate profitability. Long-term competition in the e-commerce express delivery market is expected to improve [12] - The aviation sector is anticipated to benefit from the upcoming Spring Festival travel peak and performance forecast periods, with a sustainable recovery in demand and a tightening supply situation [12] - The shipping market is expected to see a positive outlook due to the OPEC+ production increase cycle and the Federal Reserve's interest rate cuts, enhancing the elasticity of VLCC freight rates [12] Summary by Sections Express Logistics - ZTO Express forecasts a revenue range of 48.5 to 50 billion yuan for 2025, with a year-on-year growth of 9.5% to 12.9%. The company expects a package volume of 38.52 billion pieces, a 13.3% increase year-on-year [5] - The company plans to issue $1.5 billion in convertible preferred notes, with a net amount of approximately $1.404 billion, to refinance and repurchase shares [6] - The express delivery market is characterized by significant growth opportunities for companies like YTO Express and SF Express, driven by market share increases and operational stability [12] Aviation - Global air passenger traffic is projected to reach 10.2 billion in 2026, a 3.9% year-on-year increase, with strong demand expected to continue [7] - The Spring Festival travel volume is expected to reach 95 million passengers, a year-on-year increase of approximately 5.3% [8] - The International Air Transport Association (IATA) indicates a strong demand for air travel in 2025, with a 5.3% increase in global passenger demand [8] Shipping and Ports - The shipping market is expected to benefit from geopolitical developments and trade agreements, particularly with India ceasing oil purchases from Russia [9] - The BDI index increased by 1.1% to 2011 points, indicating a positive trend in the dry bulk shipping market [11] - China's port cargo throughput increased by 9.63% week-on-week, with container throughput rising by 12.41% [12] Road and Rail - National logistics operations are running smoothly, with rail freight increasing by 2.27% and highway freight vehicle traffic up by 4.75% [12] - The road passenger volume decreased by 2.60% year-on-year, while rail passenger volume increased by 8.52% [12] Supply Chain Logistics - The logistics sector in South China is undergoing transformation, providing performance elasticity and potential for value reassessment [12] - The chemical logistics market is expanding, with significant growth opportunities for leading companies [12] Ports - The port sector is stabilizing, with strong cash flow and a focus on hub growth potential [12]
ZTO Express (NYSE: ZTO) Stock Upgrade by Macquarie
Financial Modeling Prep· 2026-02-09 01:00
Macquarie upgraded ZTO Express (NYSE: ZTO) from Neutral to Outperform, indicating a positive outlook on the company's future performance.The average one-year target price for ZTO is $22.36, which is below its current price of $24.09, suggesting mixed analyst expectations.ZTO's stock has experienced volatility, with a 52-week range between $16.34 and $24.14, and a market capitalization of approximately $19.2 billion.ZTO Express (NYSE: ZTO) is a leading express delivery company in China, providing logistics s ...