中通快递-W(02057)涨超10%，截至发稿，涨10.6%，报168.1港元，成交额10.61亿港元。 消息面上，7月29日，国家邮政局召开快递企业座谈会，就依法依规治理行业"内卷式"竞争，强化农村 地区领取快件违规收费等突出问题整治，促进行业高质量发展进行座谈交流。据现代物流报，7月17日 义乌邮管局已率先行动，在1.1元底价基础上再涨0.1元。中通随即响应，宣布广东地区价格提升0.1元， 缓解派件网点压力。7月24日，广东邮管局组织会议要求8月1日起提价，预计幅度0.2-0.3元。 华源证券表示，7-8月是快递行业传统淡季，或可看到在监管号召下，局部价格较低城市、加盟商亏损 严重区域响应提价，后续在全国范围或者旺季或有更大范围提价。中长期来看，若后续有持续的监管政 策推出，行业或保持良性竞争，从价格战向价值战转变，长期改善快递公司业绩。国信证券表示，未来 在"反内卷"和高质量发展政策指导下，快递行业的无序竞争有望实现边际好转，从而促使监管、竞争、 盈利和质量达成新的平衡，今年四季度旺季行业的价格和盈利表现仍然值得期待。 ...

Core Insights - The article presents the market capitalization rankings of the top 50 Chinese technology and internet companies as of August 1, 2025, highlighting significant shifts in rankings and valuations [1]. Group 1: Market Capitalization Rankings - TSMC leads the list with a market capitalization of $125.32 billion [3]. - Tencent Holdings ranks second with a market capitalization of $64.22 billion [3]. - Alibaba has moved up to the third position with a market capitalization of $28.77 billion, showing a notable increase from its previous rank of 12 [3]. Group 2: Notable Companies and Changes - Xiaomi Group is ranked fourth with a market capitalization of $17.57 billion [3]. - Pinduoduo follows closely in fifth place with a market capitalization of $16.11 billion [3]. - Meituan and NetEase are ranked sixth and seventh, with market capitalizations of $9.46 billion and $8.25 billion, respectively [3][4]. Group 3: Additional Rankings - Semiconductor Manufacturing International Corporation (SMIC) is in eighth place with a market capitalization of $5.23 billion [4]. - JD.com is ranked tenth with a market capitalization of $4.54 billion [4]. - Kuaishou and Tencent Music are ranked 11th and 12th, with market capitalizations of $4.17 billion and $3.25 billion, respectively [4]. Group 4: Lower Rankings - Companies ranked from 25 to 50 include Kingdee International at $0.83 billion and Yuyuan at $0.40 billion, indicating a diverse range of valuations among the lower-ranked firms [5][6].

此次监管行动与2021年"反内卷"路径高度相似。2021年政策推动下，通达系单票价格提升约0.6元，圆通单票利润环比暴涨0.16元，净利润同比增202%。 此外，在近日修订的《价格法》和《反不正当竞争法》，其中明确禁止低于成本价倾销及强制低价销售，为行业价格托底提供法律支撑。 智通财经8月1日讯（编辑 胡家荣）受益于反内卷热度，港股快递相关个股走强。截至发稿，中通快递-W(02057.HK)涨8.43%，海丰国际(01308.HK)涨 2.55%、京东物流(02618.HK)涨2.05%。 | 注：快递相关个股的表现 | | --- | 政策定调：监管重拳整治"内卷式"竞争 国家邮政局近期密集召开会议，明确要求快递企业"旗帜鲜明反对内卷式竞争"，整治末端服务质量问题，并强调企业总部需履行主体责任，创新经营模式， 保障基层网点稳定与农村服务可持续性。 华源证券还指出，7-8月淡季局部提价后，9月旺季或迎来全国性价格修复。根据此前测算，单票提价0.1元可显著改善盈利，申通、韵达利润弹性高达82%和 47%。 机构如何看待快递行业？ 国信证券指出，除了政策面提振快递行业之外，目前无人物流车开始进入规模化商用阶段，快 ...

Core Viewpoint - The logistics sector in Hong Kong is experiencing a surge in stock prices, driven by favorable government policies and market opportunities in the industry [1] Group 1: Stock Performance - ZTO Express (02057) saw a price increase of over 8%, reaching 164.500 [1] - JD Logistics (02618) rose nearly 3%, with a current price of 14.020 [1] - Seaspan Corporation (01308) increased by approximately 2%, priced at 25.900 [1] - Kerry Logistics (00636) gained over 1%, now at 8.340 [1] Group 2: Government Initiatives - The Ministry of Transport held a meeting on July 31 to analyze the transportation situation in the first half of 2025 and outline key tasks for the second half [1] - Emphasis was placed on accelerating the construction of a national comprehensive transportation network and advancing major project developments [1] - The meeting highlighted the importance of utilizing various funding support policies to serve national strategic implementations and planning significant projects [1] Group 3: Industry Opportunities - Recent favorable policies and market opportunities for the logistics industry include the promotion of new energy logistics vehicles, smart transportation development, adjustments in cross-border logistics, and subsidies for phasing out old vehicles [1]

部分港股物流股走强 中通快递涨近7% 智通财经8月1日电，截至发稿，中通快递-W(02057.HK)涨6.71%、京东物流(02618.HK)涨2.05%、嘉里 物流(00636.HK)涨1.58%。 ...

格隆汇7月31日丨中通快递-W(02057.HK)宣布，董事会将于2025年8月19日(星期二)(北京时间)举行董事 会会议，以(其中包括)批准(i)公司截至2025年6月30日止第二季度的未经审计财务业绩及其发布；及(ii) 公司截至2025年6月30日止的未经审计中期业绩及其发布。 公司将于2025年8月20日(星期三)(北京时间)于香港联交所开市前发布公司截至2025年6月30日止第二季 度及截至2025年6月30日止六个月的未经审计财务业绩。 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示概不會就本公告全部或任何部分內容而產生或因倚賴 該等內容而引致的任何損失承擔任何責任。 根據不同投票權架構，我們的股本包括A類普通股及B類普通股。對於需要股東投票的所有事 項，A類普通股持有人每股可投1票，而B類普通股持有人則每股可投10票。股東及有意投資者 務請留意投資不同投票權架構公司的潛在風險。我們的美國存託股（每股美國存託股代表一股A 類普通股）於美國紐約證券交易所上市，代碼為ZTO。 （股份代號：2057） 董事會會議召開日期 中通快遞（開曼）有限公司（「本公司」）董事會（「董事會」）謹此宣佈，董事會將於 2025年8月19日（星期二）（北京時間）舉行董事會會議，以（其中包括）批准(i)本公 司截至2025年6月30日止第二季度的未經審計財務業績及其發佈；及(ii)本公司截 至2025年6月30日止的未經審計中期業績及其發佈。 本公司將於2025年8月20日（星期三）（北京時間）於香港聯合交易所有限公司開市 前發佈本公司截至2025年6月30日止第二季度及截至2025年6月30日止 ...

Group 1 - The core viewpoint of the article highlights the performance of the China Securities Hong Kong 100 Industrial Index, which has seen significant increases over various time frames, including a 21.24% rise in the past month and a 25.30% rise in the past three months [1] - The index is categorized based on the China Securities industry classification standards, with a base date of December 31, 2004, and a base point of 1000.0 [1] - The index is fully composed of securities listed on the Hong Kong Stock Exchange, with the largest sector being express delivery, accounting for 57.94% of the index [1] Group 2 - The index samples are adjusted biannually, specifically on the next trading day following the second Friday of June and December [2] - Weight factors are generally fixed until the next scheduled adjustment, with provisions for temporary adjustments under special circumstances [2] - Adjustments to the index occur in response to changes in the parent index samples or significant events affecting sample companies, such as mergers or delistings [2]

| 36 | | 阿里巴巴 | 2799.92 | | | --- | --- | --- | --- | --- | | 4 | | 小米集团-W | 1763.96 | | | 5 | | 拼多多 | 1603.06 | | | | 網易 | 网易 | 825.18 | 11 | | 7 | | 东方财富 | 520.85 | II | | 8 | | 中芯国际 | 516.85 | | | --- | --- | --- | --- | --- | | 9 | | 京东 | 457.68 | | | 10 | | 快手-W | 409.34 | | | II | | 腾讯音乐 | 326.82 | | | 12 | Bal Car | 目度 | 295.44 | | | 13 | | 理想汽车 | 283.13 | | | 14 | | 贝壳 | 221.36 | | | 15 | | 同花顺 | 218.78 | | | 16 | | 小鹏汽车 | 171.87 | | | 17 | | 中通快递 | 159.79 | | | 18 | | 科大讯飞 | 157.13 | | | 19 | | 蔚来 ...

| 25 | | 金蝶国际 | 77.06 | 1 4 | | --- | --- | --- | --- | --- | | 26 | | 新东方 | 76.45 | 1 1 | | 27 | | 万国数据 | 75.02 | 11 | | 28 | | 用友网络 | 71.64 | 1 t | | 29 | | 巨人网络 | 65.55 | 1 t | | 30 | m | 美图公司 | 63.41 | 1 1 | | 31 | | 金山软件 | 62.27 | 2 t | | 32 | | 昆仑万维 | 62.24 | 2 1 | | 33 | | 中国软件 | 62.24 | -1 - | | 34 | | 好未来 | 62.22 | | | 35 | | 同程旅行 | 61.28 | 11 | | 36 | | 深信服 | 59.74 | 1 1 | | 37 | | 润和软件 | 59.69 | -2 1 | | 38 | | 恺英网络 | 56.34 | 11 | | 39 | | 拓维信息 | 55.83 | -1 | | 40 | | 柏楚电子 | 54.06 | | | 41 | 3) | ...