Core Viewpoint - Zhongtong Express (02057) experienced a stock price increase of over 4%, closing at 148.2 HKD with a trading volume of 185 million HKD, following the release of September operational reports from several express delivery companies [1] Group 1: Company Performance - YTO Express reported a business volume of 2.627 billion parcels in September, a year-on-year increase of 13.64%, with a single ticket revenue of 2.21 RMB, up 1.09% year-on-year [1] - Shentong Express completed a business volume of 2.187 billion parcels in September, reflecting a year-on-year growth of 9.46%, with a single ticket revenue of 2.12 RMB, an increase of 4.95% year-on-year [1] - Yunda Holdings achieved a business volume of 2.110 billion parcels in September, marking a year-on-year growth of 3.63%, with a single ticket revenue of 2.02 RMB, up 0.50% year-on-year [1] Group 2: Industry Insights - Huachuang Securities noted that the single ticket revenue for the three major companies improved from July to September, with Shentong increasing by 0.15 RMB, YTO by 0.13 RMB, and Yunda by 0.11 RMB, indicating a price increase trend in the industry [1] - Shenwan Hongyuan projected that the third quarter would see express delivery companies begin to realize profit recovery from price increases, with a focus on profit elasticity in the fourth quarter [1] - The monthly operational reports indicated that single ticket revenue was at a low level in July, but improved month-on-month in August and September due to internal competition reduction, suggesting a positive outlook for profit recovery [1]
港股异动 | 中通快递-W(02057)盘中涨超4% 通达系单票收入环比提升 机构看好10月行业旺季表现