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研报掘金|中金:下调中通快递目标价至25.7美元 维持“跑赢行业”评级

Gelonghui Finance ·  Nov 25, 2024 03:53

格隆汇11月25日|中金的研究报告指,中通快递公布第三季业绩,收入106.75亿元,按年升18%,毛利33.35亿元,按年增23%,非通用准则纯利23.87亿元,按年升2%,符合预期。该行指,公司修改全年指引,预计2024全年业务量增速介乎11.6至12.3%,对应日均件量约落在9,233万至9,288万件之间。基本维持2024年盈利预测不变。考虑到明年竞争格局的潜在变化,该行下调中通快递2025年盈利预测9%至107.91亿元,维持“跑赢行业”评级,下调目标价7%至25.7美元。

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