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离“双十一”还有一月 继中通之后韵达也宣布调价

2017-10-11 11:51:53   

继中通快递之后,今日韵达速递也宣布从即日起,对快件价格进行调整。早盘时韵达股份一度涨停,随后涨势有所回落,截至目前韵达也大涨7%,同时也带动快递概念股早盘集体走强。

韵达快递在《告客户书》中表示,随着快递市场发展的进一步成熟,为了持续提高服务质量、更好地提供更优质、更便捷、更高效的快递服务,同时受人力、物料以及运营成本攀升等影响,从即日起,对快件价格进行调整,而具体需咨询韵达全国当地网点。

同时就在昨日,中通快递宣布,今年以来,快递业受运输成本增加、人工成本提升、原材料价格上涨等多种因素影响,同时为了进一步提升服务质量,保障客户利益,中通快递集团经综合考虑,决定从即日起调整快递价格,具体情况请咨询当地服务网点。但具体的调价幅度和调价范围还未宣布。

而再过一个月,电商将迎来传统的销售旺季——“双十一”购物节,快递业务量也势必将会增长。今年9月份在行业双十一动员会上,国家邮政总局预测,今年双十一期间全行业的快递处理总量将超10亿件,干线车辆、航空包机等资源将出现超过30%的增长。

国金证券表示,在考虑电商增速、退货率和微商发展等因素的影响后,认为今年业务量增速将大概率维持在30%上下,依旧属于高增速行业,重点推荐具有优质成本管控能力的韵达股份;综合物流前瞻布局全面的顺丰及京东;持续关注圆通速递及申通快递。

华泰证券认为,本次提价,扭转了多年以来快递价格持续下降的趋势,有望缓解一大行业估值压制因素并提升业绩,催化作用显著。预计今年旺季提价后,价格维持至明年全年可能性较大。中信证券也认为行业进入相对稳定期。 目前快递行业增速仍维持在30%左右,行业长期格局变化将对龙头公司极为有利。

附韵达快递《告客户书》

广大新老客户:

您好!

感谢您长期以来对韵达的关心、厚爱、信赖与支持。

随着快递市场发展的进一步成熟,为了持续提高服务质量、更好地为您提供更优质、更便捷、更高效的快递服务,同时受人力、物料以及运营成本攀升等影响,从即日起,对快件价格进行调整,具体请咨询韵达全国当地网点。

感谢您的理解与支持,让我们通过不懈地努力为您提供优质的快递服务。

韵达速递

2017年10月11日

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