---
title: "港股概念追踪 |8 月中国快递指数同比增长 12.6%  快递龙头企业寻求量、质、利三者均衡（附概念股）"
description: "8 月中国快递发展指数同比增长 12.6%，快递市场运行良好，服务质量提升。预计快递业务量将同比增长 19%，业务收入将增长 11%。Q2 快递行业盈利稳健，旺季涨价预期提前兑现。未来竞争将聚焦于全链路降本能力与服务品质，快递行业中长期需求有望保持中高增速。相关企业包括京东物流、中通快递、顺丰同城等。"
type: "news"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/214134155.md"
published_at: "2024-09-12T05:49:05.000Z"
---

# 港股概念追踪 |8 月中国快递指数同比增长 12.6%  快递龙头企业寻求量、质、利三者均衡（附概念股）

> 8 月中国快递发展指数同比增长 12.6%，快递市场运行良好，服务质量提升。预计快递业务量将同比增长 19%，业务收入将增长 11%。Q2 快递行业盈利稳健，旺季涨价预期提前兑现。未来竞争将聚焦于全链路降本能力与服务品质，快递行业中长期需求有望保持中高增速。相关企业包括京东物流、中通快递、顺丰同城等。

据央视新闻，记者今天从国家邮政局获悉，8 月中国快递发展指数同比增长 12.6%，快递市场运行良好，服务质量提升。

8 月，在 “七夕节” 促销带动下，市场规模小幅增长，快递业单日最高业务量超 4.6 亿件。

下旬，随着开学季的到来，文具购买与行李寄递需求有所上升，日均业务量增长至 4.8 亿件。

预计 8 月我国快递业务量将同比增长 19% 左右，业务收入将同比增长 11% 左右。

智通财经 APP 获悉，方正证券发布研报称，件量驱动收入维持相对高增长，Q2 快递行业盈利稳健释放。

展望下半年，季节性价格竞争或已达极值，旺季一致性涨价预期提前兑现。快递行业未来竞争与格局变化将会是比拼全链路降本能力 + 服务品质的 “马拉松长跑” 过程。

中长期来看，需求端，件量在消费降级 + 新兴电商 + 退货件催化下有望保持中高增速;供给端，目前行业 “一超多强” 竞争格局，各家产能周期阶段不同，龙头寻求量、质、利三者均衡。

中短期内快递行业或难以快速实现理想预期的彻底出清终局，预计呈现出阶段性的、局部可控的温和价格竞争。

**快递物流相关企业：**

京东物流（02618）、中国外运（00598）、中通快递-W（02057）、安能物流 (09956)、嘉泓物流 (02130)、顺丰同城（09699）、圆通国际快递 (06123)、极兔速递 (01519) 等。

### Related Stocks

- [09699.HK - 顺丰同城](https://longbridge.com/zh-CN/quote/09699.HK.md)
- [ZTO.US - 中通快递](https://longbridge.com/zh-CN/quote/ZTO.US.md)
- [02057.HK - 中通快递-W](https://longbridge.com/zh-CN/quote/02057.HK.md)

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