bullish
Monthly Chinese Express Tracker | Volume, Price Trends | ZTO Rejoins Volume Game | (March 2025)
264 Views24 Mar 2025 22:56
Combined January-February parcel volume growth moderated, but it's too early to say this is a departure from trend. We're now more concerned about ZTO's FY25 volume targets undermining price.
What is covered in the Full Insight:
- Introduction
- Did express volume growth moderate in Jan-Feb?
- ZTO re-enters volume game, which could be negative for price
- X-border parcel volume growth slowed slightly in January-February
- Pricing risk appears to be rising; within express, we still favor SF Holding
SUMMARY
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Full Insight
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