华泰：消费回暖带动快递修复
2026-07-21 00:53:12
据界面新闻报道，华泰证券研报指出，6月中国消费数据环比改善，社零和商品零售额当月同比分别增长1.0%、0.9%；网上商品零售额同比增长3.9%，去年618大促前置带来的高基数影响消除。研报称，快递行业件量增速虽较5月回落，但在“反内卷”背景下价格同比增幅继续扩大，行业盈利修复延续。
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