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Guohai Securities released a research report saying that in the current macroeconomic context where overall consumption is showing weak recovery and structural differentiation, the express delivery industry has shown remarkable resilience beyond the consumer market. The bank believes that this stems from structural growth driven by multiple engines within the industry. With the continuous expansion of the instant retail scene and changes in consumption habits, the structural opportunities in this sector are worth paying attention to. The express delivery business volume is expected to grow steadily, maintaining the “recommended” rating for the express logistics sector.

Zhitongcaijing·07/24/2026 02:25:01
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Guohai Securities released a research report saying that in the current macroeconomic context where overall consumption is showing weak recovery and structural differentiation, the express delivery industry has shown remarkable resilience beyond the consumer market. The bank believes that this stems from structural growth driven by multiple engines within the industry. With the continuous expansion of the instant retail scene and changes in consumption habits, the structural opportunities in this sector are worth paying attention to. The express delivery business volume is expected to grow steadily, maintaining the “recommended” rating for the express logistics sector.