Group 1 - ZTO Express (ZTO.US) shares rose over 3% to $20.70 following a price increase in the express delivery sector in Guangdong Province, with the base price raised by 0.4 yuan per ticket, averaging above 1.4 yuan [1] - The National Postal Administration emphasized the need to address "involution" competition and illegal charges in rural areas during a meeting with express delivery companies, aiming to maintain a healthy industry development [1] - With the end of the off-peak season and the upcoming peak season in September, there is an expectation for broader price stabilization and recovery, which may alleviate pressure on franchise operators and improve performance in the express delivery sector [1] Group 2 - Recently, Shentong Express's acquisition of Daniao marks the beginning of resource consolidation in the express delivery industry under the national anti-involution policy, indicating a trend towards healthier industry structure and optimized competitive ecology [1] - The National Postal Administration encourages mergers and acquisitions among express delivery companies, which is expected to create sector-wide investment opportunities in the long term [1]
美股异动 | 中通快递(ZTO.US)涨逾3% 广东快递底价整体上调