国海证券给予圆通速递买入评级，2024年三季报点评：产品力提升，价格同比降幅小于行业，业务量增速仍领先行业

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国海证券10月31日发布研报称，给予圆通速递（600233.SH，最新价：16.49元）买入评级。评级理由主要包括：1）单票成本降幅与税费返还对冲降价影响，公司单票盈利稳定；2）产品力不断增强，快递价格同比降幅低于行业，业务量增速仍领先行业；3）夯实国内全链路壁垒，布局国际第二增长曲线。风险提示：行业增速不及预期；价格战重启；管理改善不及预期；成本管控不及预期；加盟商爆仓；快递出海不及预期。文章...

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