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中信建投:"反内卷"短期托底快递价格 格局均衡还需要时间
Xin Lang Cai Jing· 2025-08-24 11:23
中信建投研报表示,短期内"反内卷"导致整个快递板块股价发生较大变化,但如果从中长期视角看,更 多是需要"反内卷"达到均衡解,即能够达到接近帕累托最优,改变经营策略时并不会损害行业福利、甚 至可能对个体利益得到提升。目前快递行业件量增速维持双位数,从增量往存量市场切换的过程中,行 业的竞争烈度会比在增量市场里更大,所以快递行业格局还需要更长时间的优化和判断。中信建投认为 在短期内随着国内"反内卷"政策加强,会对整个行业价格托底,但是对行业达到格局均衡还需要时间。 ...
中信建投:“反内卷”短期托底快递价格 格局均衡还需要时间
人民财讯8月24日电,中信建投(601066)研报表示,短期内"反内卷"导致整个快递板块股价发生较大 变化,但如果从中长期视角看,更多是需要"反内卷"达到均衡解,即能够达到接近帕累托最优,改变经 营策略时并不会损害行业福利、甚至可能对个体利益得到提升。目前快递行业件量增速维持双位数,从 增量往存量市场切换的过程中,行业的竞争烈度会比在增量市场里更大,所以快递行业格局还需要更长 时间的优化和判断。中信建投认为在短期内随着国内"反内卷"政策加强,会对整个行业价格托底,但是 对行业达到格局均衡还需要时间。 ...
YOUNG财经招聘财经编辑数名
YOUNG财经 漾财经· 2025-06-20 08:00
Group 1 - The core viewpoint of YOUNG Finance emphasizes the importance of business ethics, advocating for Pareto optimal evolution and supporting market fairness and efficiency [2] - The organization promotes the power of third-party supervision and aims for sustainable prosperity without harming anyone, focusing on green initiatives, community involvement, and corporate governance [2] Group 2 - The job requirements include a bachelor's degree or higher, interest in enterprises and listed companies, and a strong professional spirit [3] - The main responsibilities involve conducting research, interviews, and report writing related to enterprises and listed companies [3] - The job location is in Xizhimen, Beijing, with benefits including five social insurances and one housing fund, and salary is negotiable [3]
YOUNG财经招聘财经编辑数名
YOUNG财经 漾财经· 2025-06-19 10:21
Group 1 - The core viewpoint of YOUNG Finance emphasizes the importance of business ethics, advocating for Pareto optimal evolution and supporting market fairness and efficiency [2] - The organization promotes the power of third-party supervision and aims for sustainable prosperity without harming anyone [2] - YOUNG Finance focuses on green initiatives, community engagement, and corporate governance, endorsing inclusive and sustainable development concepts [2] Group 2 - The job requirements include a bachelor's degree or higher, interest in enterprises and listed companies, and strong professional spirit [3] - The main responsibilities involve conducting research, interviews, and report writing related to enterprises and listed companies [3] - The job location is in Xizhimen, Beijing, with benefits including five social insurances and one housing fund, and salary is negotiable [3]
YOUNG财经招聘财经编辑数名
YOUNG财经 漾财经· 2025-06-18 12:01
Group 1 - The core viewpoint of YOUNG Finance emphasizes the importance of business ethics, advocating for Pareto optimal evolution, market fairness, and efficiency [2] - The organization supports the power of third-party supervision to achieve win-win scenarios and sustainable prosperity without harming anyone [2] - YOUNG Finance focuses on green initiatives, community engagement, and corporate governance, promoting inclusivity and sustainable development concepts [2] Group 2 - The job requirements for the finance editor position include a bachelor's degree or higher, interest in enterprises and listed companies, and strong professional spirit [3] - The main responsibilities involve conducting research, interviews, and report writing related to enterprises and listed companies [3] - The job location is in Xizhimen, Beijing, with benefits including social insurance and housing fund, and salary is negotiable [3]
YOUNG财经招聘财经编辑数名
YOUNG财经 漾财经· 2025-06-17 10:37
Group 1 - The core viewpoint of YOUNG Finance emphasizes the importance of business ethics, advocating for Pareto optimal evolution and supporting market fairness and efficiency [2] - The organization promotes the power of third-party supervision and aims for sustainable prosperity without harming anyone, focusing on green initiatives, community involvement, and corporate governance [2] - YOUNG Finance encourages inclusive and sustainable development principles in the business world [2] Group 2 - The job requirements for the finance editor position include a bachelor's degree or higher, interest in enterprises and listed companies, and a strong professional spirit [3] - The main responsibilities involve researching, interviewing, and writing reports on enterprises and listed companies [3] - The job location is in Xizhimen, Beijing, with benefits including five social insurances and one housing fund, and salary is negotiable [3]
YOUNG财经招聘财经编辑数名
YOUNG财经 漾财经· 2025-06-16 11:13
Group 1 - The core viewpoint of YOUNG Finance emphasizes the importance of business ethics, advocating for Pareto optimal evolution and supporting market fairness and efficiency [2] - The organization promotes the power of third-party supervision and aims for sustainable prosperity without harming anyone [2] - YOUNG Finance focuses on green initiatives, community engagement, and corporate governance, endorsing inclusive and sustainable development concepts [2] Group 2 - The job requirements include a bachelor's degree or higher, interest in enterprises and listed companies, and a strong professional spirit [3] - The main responsibilities involve conducting research, interviews, and report writing related to enterprises and listed companies [3] - The job location is in Xizhimen, Beijing, with benefits including five social insurances and one housing fund, and salary is negotiable [3]
YOUNG财经招聘财经编辑数名
YOUNG财经 漾财经· 2025-06-13 11:37
Group 1 - The core viewpoint of YOUNG Finance emphasizes the importance of business ethics, advocating for Pareto optimal evolution and supporting market fairness and efficiency [2] - The organization promotes the power of third-party supervision and aims for sustainable prosperity without harming anyone, focusing on green initiatives, community involvement, and corporate governance [2] Group 2 - The job requirements for the finance editor position include a bachelor's degree or higher, interest in enterprises and listed companies, and a strong professional spirit [3] - The main responsibilities involve conducting research, interviews, and report writing related to enterprises and listed companies [3] - The job location is in Xizhimen, Beijing, with benefits including five social insurances and one housing fund, and salary is negotiable [3]
YOUNG财经招聘财经编辑数名
YOUNG财经 漾财经· 2025-06-12 09:32
Group 1 - The core viewpoint of YOUNG Finance is to focus on business ethics, advocating for Pareto optimal evolution and supporting market fairness and efficiency [2] - The organization emphasizes the importance of third-party supervision to achieve sustainable prosperity without harming anyone [2] - YOUNG Finance is committed to green initiatives, community engagement, and corporate governance, promoting inclusivity and sustainable development principles [2] Group 2 - The job requirements include a bachelor's degree or higher, interest in enterprises and listed companies, and a strong professional spirit [3] - The main responsibilities involve researching, interviewing, and writing reports on enterprises and listed companies [3] - The job location is in Xizhimen, Beijing, with benefits including social insurance and housing fund, and salary is negotiable [3]
YOUNG财经招聘财经编辑数名
YOUNG财经 漾财经· 2025-06-11 11:42
Group 1 - The core viewpoint of YOUNG Finance is to focus on business ethics, advocating for Pareto optimal evolution and supporting market fairness and efficiency [2] - The organization emphasizes the importance of third-party supervision to achieve sustainable prosperity without harming anyone [2] - YOUNG Finance is committed to green initiatives, community engagement, and corporate governance, promoting inclusive and sustainable development concepts [2] Group 2 - The job requirements include a bachelor's degree or higher, interest in enterprises and listed companies, and a strong professional spirit [3] - The main responsibilities involve researching, interviewing, and writing reports on enterprises and listed companies [3] - The job location is in Xizhimen, Beijing, with benefits including five social insurances and one housing fund, and salary is negotiable [3]