Core Viewpoint - Zhongtong Express (02057) has seen a rise of over 4%, currently trading at 163.3 HKD, with a transaction volume of 542 million HKD, following a price increase in the express delivery sector in Guangdong Province [1] Industry Summary - Starting from August 4, the base price for express delivery in Guangdong Province has been raised by 0.4 HKD per ticket, with the average price exceeding 1.4 HKD. Companies are mandated not to collect below this cost price, or they will face severe penalties [1] - The National Postal Administration held a meeting on July 29, emphasizing the need to address issues such as "involution" competition and illegal charges in rural areas, aiming to maintain a healthy development environment for the industry [1] Company Summary - Zheshang Securities indicates that with the end of the off-peak season and the upcoming peak season in September, there is potential for broader price stabilization and recovery, which may alleviate pressure on franchise operations and improve performance in the express delivery sector [1] - Recently, Shentong Express's acquisition of Daniao marks the beginning of resource consolidation in the express delivery industry under the national anti-involution policy. In the long term, the National Postal Administration encourages mergers and restructuring among express delivery companies, leading to a healthier industry structure and optimized competitive ecology, which may present sector-wide investment opportunities [1]
港股异动 | 中通快递-W(02057)涨超4% 广东快递底价整体上调 机构看好行业竞争生态优化