Guolian Minsheng Securities: Industry-wide average price per parcel continued to rebound in June, with divergent growth rates in parcel volume across companies

Industry prices are generally well-supported, and price competition is expected to remain relatively orderly under the 'anti-inward-competition' policy.

Zhitong FinanceJul 21 14:46

Caitong Securities: Anti-"involution" Drives Price Recovery—Seize Opportunities in High-Quality, Low-Valuation Express Delivery Stocks

Given the investment opportunities present across multiple segments of the express delivery industry, we maintain an 'Overweight' rating for the sector.

Zhitong FinanceJul 20 14:51

Latest holdings of products under E Fund Management disclosed: Fu Pengbo initiated a position in Focuslight Technologies, while Zhao Feng bought back Wuxi Bio.

Gelonghui, July 17 | On July 17, the second-quarter 2026 reports of funds managed by two star fund managers at E Fund disclosed their latest top ten holdings. During the second quarter of 2026, the E Fund Growth Value Mixed Fund, co-managed by Fu Pengbo and Zhu Lin, reduced its Hong Kong equity allocation to a historic low. In terms of portfolio adjustments, the fund initiated a new position in Focuslight Technologies and significantly reduced holdings in Zhongji Xuchuang and Dongshan Precision. Meanwhile, the E Fund Balanced Value Three-Year Holding Fund, managed by another star fund manager Zhao Feng, repurchased Wuxi Bio after a one-year absence and increased its stakes in ZTO Express and China Resources Land.

Gelonghui FinanceJul 17 19:58

Zhongtai Securities Mid-Year Strategy for E-commerce and Express Delivery Industry: Strengthening Profitability Internally, Expanding Growth Externally

Looking ahead, as the high-base effect gradually diminishes, the industry's volume growth rate is expected to stabilize and recover gradually, with high single-digit growth still achievable for the full year.

Zhitong FinanceJul 16 09:34

ZTO Express-W (02057.HK) received a purchase of 333,000 shares of other equity interests from JPMorgan, valued at approximately HK$610.888 million.

According to a filing disclosed by the Hong Kong Stock Exchange on July 15, JPMorgan purchased an additional 333,000 shares of ZTO Express-W (02057.HK) on July 9 at an average intra-market price of HK$183.4306 per share and an average off-market price of HK$183.4504 per share, for a total value of approximately HK$61.0888 million. Following this acquisition, JPMorgan’s latest holding stands at 39,504,500 shares, increasing its long position from 6.94% to 7.00%. Supplementary information: As of

Futu NewsJul 15 17:14

ZTO Express Details Ongoing ADS Buybacks Through Early July 2026

TipRanksJul 13 19:50