Core Viewpoint - ZTO Express (ZTO.US) shows a strong market position as a leader in the industry, maintaining stable profitability amidst price wars, with a strong recommendation from Dongxing Securities [1] Company Summary - ZTO Express's stock rose over 2.5% to $19.57, indicating positive market sentiment [1] - Dongxing Securities maintains a "strongly recommended" rating for ZTO Express, highlighting its robust safety margin [1] - The company is expected to adjust its business volume guidance, shifting its strategic focus towards quality over quantity [1] Industry Summary - The report anticipates an improvement in industry and company profitability in the second half of the year [1] - The environment is shifting towards reducing internal competition, which may lead to a more rational flow of incentives [1] - Although the growth rate of business volume is expected to decline, the profitability per package is projected to rebound [1]
美股异动｜中通快递盘前一度涨超2.5%，机构预计下半年行业及公司盈利情况将有好转