港股异动 | 嘉里物流(00636)涨超8%领涨物流股 11月电商物流总业务量指数创年内新高
物流股今日普涨，截至发稿，嘉里物流(00636)涨8.36%，报7.26港元；华南城(01668)涨3.33%，报0.31港元；中国外运(00598)涨3.06%，报3.03港元；京东物流(02618)涨1.2%，报9.26港元。
消息面上，12月5日，中国物流与采购联合会和京东集团联合发布的2023年11月份中国电商物流指数为113.1点，环比提高1.2点。数据显示，电商物流总业务量指数创年内新高。11月份，电商物流总业务量指数为124.1点，比10月份提高1.7点。
华泰证券此前指出，11月，预计快递行业件量同比增速上行，价格环比提升。短期，电商竞争周期不变，淡季价格竞争或成行业常态。中长期，价格竞争促进份额向头部企业聚拢，规模效益发挥有望优化经营成本，促进龙头盈利中枢上移。
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