600233 圆通速递
已收盘 05-16 15:00:00
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每周股票复盘:圆通速递(600233)第三期股票期权激励计划首次授予激励对象名单公示无异议
证券之星 · 05-16 17:07
每周股票复盘:圆通速递(600233)第三期股票期权激励计划首次授予激励对象名单公示无异议
圆通速递:业绩稳增,业务量持续上扬
和讯网 · 05-16 13:55
圆通速递:业绩稳增,业务量持续上扬
港股物流板块走高,圆通速递国际开涨8.2%,顺丰同城涨超3%,中国外运微涨0.27%。
金融界 · 05-15 01:25
港股物流板块走高,圆通速递国际开涨8.2%,顺丰同城涨超3%,中国外运微涨0.27%。
圆通速递在昆明成立新公司 注册资本5000万元
观点网 · 05-12
圆通速递在昆明成立新公司 注册资本5000万元
阿里巴巴再次大批出售旗下资产,减持万达电影和圆通速递,套现超5亿元
Ofweek光电信息网 · 05-12
阿里巴巴再次大批出售旗下资产,减持万达电影和圆通速递,套现超5亿元
聚焦主业,阿里两个月内二度减持圆通,合计套现逾11亿元
南方都市报 · 05-09
聚焦主业,阿里两个月内二度减持圆通,合计套现逾11亿元
快递行业:24年及25Q1申通呈现较强成长性 中通龙头地位稳固
民生证券股份有... · 05-08
快递行业:24年及25Q1申通呈现较强成长性 中通龙头地位稳固
圆通速递遭股东杭州灏月减持,前者今年首季营、利双双下滑,国际业务毛利依旧为负
读创客户端 · 05-08
圆通速递遭股东杭州灏月减持,前者今年首季营、利双双下滑,国际业务毛利依旧为负
圆通速递:4月29日接受机构调研,包括知名机构宽远资产的多家机构参与
证星公司调研 · 05-08
圆通速递:4月29日接受机构调研,包括知名机构宽远资产的多家机构参与
阿里减持圆通速递:套现2.8亿 仍持股20% 还减持韵达股份
雷递网 · 05-08
阿里减持圆通速递:套现2.8亿 仍持股20% 还减持韵达股份
圆通速递股东杭州灏月减持2146万股 持股比例降至10.38%
财中社 · 05-08
圆通速递股东杭州灏月减持2146万股 持股比例降至10.38%
9家上市公司股票遭重要股东减持 圆通速递减持金额最高
第一财经 · 05-07
9家上市公司股票遭重要股东减持 圆通速递减持金额最高
5月7日圆通速递发布公告,股东减持2146.48万股
证券之星 · 05-07
5月7日圆通速递发布公告,股东减持2146.48万股
圆通速递:杭州灏月大宗交易转让0.62%股份
格隆汇资讯 · 05-07
圆通速递:杭州灏月大宗交易转让0.62%股份
4月中国物流业景气指数:需求保持扩张 基础投资稳固
中国新闻网 · 05-07
4月中国物流业景气指数:需求保持扩张 基础投资稳固
圆通速递成立菏泽圆翔物流有限公司
观点网 · 05-07
圆通速递成立菏泽圆翔物流有限公司
圆通速递在菏泽投资成立新公司
E公司 · 05-07
圆通速递在菏泽投资成立新公司
圆通速递05月07日主力净流入1733.7万元 散户资金抛售
市场透视 · 05-07
圆通速递05月07日主力净流入1733.7万元 散户资金抛售
圆通速递:盈利短期承压 优化服务提升长期竞争力
东兴证券 · 05-05
圆通速递:盈利短期承压 优化服务提升长期竞争力
每周股票复盘:圆通速递(600233)股东增持及一季度业绩披露
证券之星 · 04-30
每周股票复盘:圆通速递(600233)股东增持及一季度业绩披露
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公司概况
公司名称:
圆通速递股份有限公司
所属行业:
邮政业
上市日期:
2000-06-08
主营业务:
圆通速递股份有限公司的主营业务是提供国内、国际快递、仓配一体、商贸、航空货运及供应链等综合服务。公司的主要产品是国内时效产品、国际快递及包裹服务、增值服务、货代服务、航空业务。报告期内,公司积极加强能力建设,承担社会责任,荣获“AAAAA级物流企业”等荣誉称号,并荣获“2024年《财富》中国500强”“2024中国民营企业500强”“2024年度中国品牌价值500强”“2024长三角服务业企业100强”“2024上海企业100强”“快递助残就业贡献奖”等奖项,荣列新能源物流车应用推广贡献企业。
发行价格:
8.00
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圆通速递第三期股票期权激励计划首次授予激励对象名单公示无异议公司公告汇总圆通速递股份有限公司监事会完成了对第三期股票期权激励计划首次授予激励对象名单的审核及公示,时间为2025年4月30日至2025年5月10日,通过公司内部网站进行公示,期间未收到任何异议。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025051700000392.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0232","BK0070","IE00BYTNYN87.SGD","IE00BYQNZ168.SGD","600233","IE00B12V2V27.USD","BK0201"],"gpt_icon":0},{"id":"2535578316","title":"圆通速递:业绩稳增,业务量持续上扬","url":"https://stock-news.laohu8.com/highlight/detail?id=2535578316","media":"和讯网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2535578316?lang=zh_cn&edition=full","pubTime":"2025-05-16 21:55","pubTimestamp":1747403727,"startTime":"0","endTime":"0","summary":"【圆通速递召开业绩说明会,成果亮眼!】2024年度,圆通速递快递业务完成量265.73亿件,同比增长25.32%,实现营业收入690.33亿元,同比增长19.67%,归母净利润40.12亿元,同比增长7.78%,其中快递业务归母净利润43.07亿元,同比增长12.16%。2025年一季度,圆通速递快递业务完成量67.79亿件,同比增长21.75%。一季度实现营业收入170.60亿元,同比增长10.58%,归母净利润8.57亿元。圆通速递表示,公司全面推进数字化转型升级,应用先进技术提质降本增效,深化国际化发展战略,未来将重点推进人工智能技术应用创新。(责任编辑:王治强HF013)","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250516220824a481017f&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250516220824a481017f&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK0201","BK0070","IE00B12V2V27.USD","IE00BYTNYN87.SGD","IE00BYQNZ168.SGD","600233","BK0232"],"gpt_icon":0},{"id":"2535839556","title":"港股物流板块走高,圆通速递国际开涨8.2%,顺丰同城涨超3%,中国外运微涨0.27%。","url":"https://stock-news.laohu8.com/highlight/detail?id=2535839556","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2535839556?lang=zh_cn&edition=full","pubTime":"2025-05-15 09:25","pubTimestamp":1747272309,"startTime":"0","endTime":"0","summary":"港股物流板块走高,圆通速递国际开涨8.2%,顺丰同城涨超3%,中国外运微涨0.27%。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://24h.jrj.com.cn/2025/05/15092550399514.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["HSCEI","BK1505","BK1151","IE00B12V2V27.USD","BK1541","YANG","BK0201","LU0702159343.USD","BK4614","09699","00598","600233","601598","BK0237","BK1502","IE00BYQNZ168.SGD","LU0702159699.USD","IE00BYTNYN87.SGD","HSTECH","BK0070","BK1535","LU1166156734.SGD","BK0232"],"gpt_icon":0},{"id":"2534926916","title":"圆通速递在昆明成立新公司 注册资本5000万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2534926916","media":"观点网","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2534926916?lang=zh_cn&edition=full","pubTime":"2025-05-12 10:39","pubTimestamp":1747017540,"startTime":"0","endTime":"0","summary":"观点网讯:5月12日,圆通速递在昆明成立新公司——昆明圆汇物流有限公司,法定代表人为柯兴华,注册资本5000万元。该公司经营范围涵盖国内、国际货物运输代理、普通货物仓储服务及航空国际货物运输代理等。据企查查股权穿透显示,昆明圆汇物流有限公司由圆通速递间接全资持股。免责声明:本文内容与数据由观点根据公开信息整理,不构成投资建议,使用前请核实。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025051211011194f3f9a1&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025051211011194f3f9a1&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK0201","IE00B12V2V27.USD","BK0070","BK0232","IE00BYQNZ168.SGD","06123","600233","IE00BYTNYN87.SGD"],"gpt_icon":0},{"id":"2534268503","title":"阿里巴巴再次大批出售旗下资产,减持万达电影和圆通速递,套现超5亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2534268503","media":"Ofweek光电信息网","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2534268503?lang=zh_cn&edition=full","pubTime":"2025-05-12 09:27","pubTimestamp":1747013220,"startTime":"0","endTime":"0","summary":"目前,杭州臻希持有万达电影约6.39%的股份,此次减持主要是基于其自身的商业安排。并且,杭州臻希承诺在股份过户登记后的24个月内不转让所持有的万达电影股份。彼时,阿里巴巴集团入股万达电影,被视为对万达电影未来业务发展前景的认同,并进行了战略投资。而随着市场环境的变化,阿里巴巴集团选择通过杭州臻希减持万达电影股份。按照当前市值及最高减持数量计算,杭州臻希此次减持所得或超过3亿元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202505120951079756a461&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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16:58","pubTimestamp":1746781080,"startTime":"0","endTime":"0","summary":"本次权益变动后,杭州灏月持有公司股权由11%减少至10.38%。值得注意的是,这是两个月内杭州灏月对圆通的二度减持。就最新持股情况来看,阿里持股圆通的比例仍高于韵达、中通,仅次于申通。除了圆通,阿里也在减持韵达股权,据韵达财报,阿里对其持股比例已从2023年的2.00%下降至2024年的1.44%,减持16106395股。增持后,蛟龙集团持有圆通速递30.31%的股份,蛟龙集团及其一致行动人合计持有圆通速递总股本的36.76%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025050917013394f19099&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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辆,组成的通达系中最大自有干线运输车队。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025050919131394f1b246&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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11:41","pubTimestamp":1746675662,"startTime":"0","endTime":"0","summary":"此次权益变动前,杭州灏月持有公司3.79亿股,占总股本的11.00%;权益变动后,持股数量减少至3.58亿股,占总股本的10.38%。杭州灏月的减持股份计划尚未实施完毕。到了今年第一季度,圆通的业绩却出现下滑。其财报显示,2025年第一季度圆通实现营业收入170.6亿元,同比增长10.58%;归属于上市公司股东的净利润8.57亿元,上年同期归母净利润9.43亿元,同比下滑9.16%。而其被寄予厚望的国际业务目前毛利率依旧为负,数据为-9.69%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025050811562194f00110&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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11:10","pubTimestamp":1746673800,"startTime":"0","endTime":"0","summary":"证券之星消息,2025年5月6日圆通速递发布公告称公司于2025年4月29日接受机构调研,申万宏源证券、宽远资产、拾贝投资、敦和资产、远信基金、大朴资产、中金公司、中信证券、广发证券、华泰证券、长江证券、睿远基金、兴业证券、东吴人寿、中英人寿、摩根士丹利、花旗、中信里昂、UBS、Goldman Sachs、Y2 Capital、Jefferies、汇添富基金、嘉实基金、富国基金、东方证券资管、汇丰晋信基金、安信基金、国泰基金参与。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025050811135094eff6b2&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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09:36","pubTimestamp":1746668194,"startTime":"0","endTime":"0","summary":"本次权益变动后,杭州灏月持有公司357,714,925股无限售条件流通股,占公司总股本的10.38%。杭州灏月及其一致行动人合计持股比例由20.62%变动至20.00%。这意味着杭州灏月还将继续减持,圆通速递的股价将继续承压。截至昨日收盘,圆通速递股价为13.21元,市值为455.32亿元。若以昨日股价计算,阿里则套现2.82亿元。近期,阿里也在持续减持韵达股份的股权。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025050809473294efda5b&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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持股比例降至10.38%","url":"https://stock-news.laohu8.com/highlight/detail?id=2533875914","media":"财中社","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2533875914?lang=zh_cn&edition=full","pubTime":"2025-05-08 09:34","pubTimestamp":1746668078,"startTime":"0","endTime":"0","summary":"圆通速递发布公告,公司持股5%以上股东杭州灏月,在2025年5月7日通过大宗交易方式转让了所持公司股份2146万股,占公司总股本的0.62%。此次权益变动前,杭州灏月持有公司3.79亿股,占总股本的11.00%;权益变动后,持股数量减少至3.58亿股,占总股本的10.38%。杭州灏月及其一致行动人合计持股比例由20.62%降至20%,权益变动触及5%的整数倍。杭州灏月的减持股份计划尚未实施完毕。2025年一季度,圆通速递实现收入170.60亿元,归母净利润8.57亿元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025050809462897528ef4&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, 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22:08","pubTimestamp":1746626897,"startTime":"0","endTime":"0","summary":"Wind数据显示,按变动截止日期为基准,5月7日,5股获重要股东增持,东方盛虹获重要股东增持6611.22万股,增持金额为5.74亿元。9家上市公司股票遭重要股东减持,圆通速递遭重要股东减持2146.48万股,减持金额为2.84亿元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025050722081797520d08&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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22:01","pubTimestamp":1746626465,"startTime":"0","endTime":"0","summary":"证券之星消息,5月7日圆通速递发布公告《圆通速递:圆通速递股份有限公司关于5%以上股东权益变动触及5%整数倍的提示性公告》,其股东杭州灏月企业管理有限公司于2025年5月7日合计减持2146.48万股,占公司目前总股本的0.6228%,变动期间该股股价上涨0.3%,截止5月7日收盘报13.21元。股东增减持详情见下表:根据圆通速递2025年一季报公布的十大股东详情如下:以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成投资建议。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025050700036568.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0201","IE00BYQNZ168.SGD","IE00BYTNYN87.SGD","BK0070","BK0232","600233","IE00B12V2V27.USD"],"gpt_icon":0},{"id":"2533938774","title":"圆通速递:杭州灏月大宗交易转让0.62%股份","url":"https://stock-news.laohu8.com/highlight/detail?id=2533938774","media":"格隆汇资讯","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2533938774?lang=zh_cn&edition=full","pubTime":"2025-05-07 21:01","pubTimestamp":1746622877,"startTime":"0","endTime":"0","summary":"格隆汇5月7日丨圆通速递(600233.SH)公布,近日,公司收到杭州灏月通知,杭州灏月于2025年5月7日通过大宗交易方式转让所持公司股份21,464,756股,转让股份数量占公司总股本的0.62%。本次权益变动属于杭州灏月出于股东自身发展战略和资金筹划考虑,通过大宗交易方式转让公司股份,系履行前期披露的减持股份计划,不触及要约收购,不会导致公司控股股东、实际控制人发生变化,不会对公司治理结构及持续经营情况产生重大影响。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202505072101279751fb4d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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19:16","pubTimestamp":1746616564,"startTime":"0","endTime":"0","summary":"中国物流与采购联合会副会长何辉认为,本月中国物流景气指数虽有所回落,但总体来看全国物流业务需求仍保持扩张态势,供应链上下游联动回升,企业经营基本平稳,公路运输、电商快递价格稳中有升。中国物流信息中心副总经济师胡焓说,前4个月,企业国内微观经营环境保持平稳,一方面物流需求总体扩张,物流服务价格小幅回升,另一方面企业主动采取增效提质措施。4月份,企业盈利保持稳定,主营业务利润指数环比小幅回升。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025050719171394ef2ea3&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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年公司单票收入2.30元,较23 年的2.41 元下降4.86%,主要系行业价格竞争较为激烈。我们给予25 年较为保守的盈利估计,主要系价格战烈度较高,但我们看好公司的长期竞争力,若价格战缓和,公司将具备较强的盈利弹性。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250506205118a6d5108b&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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