交通运输行业:2026年半年报综述(附下载)

2026Q2业绩:通达系"反内卷"弹性兑现,直营制快递业绩增长受:油价上涨压制。具体来看,26Q2归母净利同比增速:中通快递(+165.3%,5.8亿元)>韵达股份

(+146.3%,5.1亿元)>圆通速递(+84.6%,18.0亿元)>中道快递(+50.3%,30.9亿元)>京东物流(+22.2%,26.4亿元)>顺丰控股(-15.1%,29.8亿元)

2026H1业绩:通达系上半年整体弹性修复,极免受益于海外件量高增而业绩高增。具体来看,26H1归母净利同比增速:中通快递(+128.3%,10.3亿元)>极兔逮递

(+124.3%,3.5亿美元)>韵达肢份(+88.8%,10.0亿元)》圆通透(+73.4%,31.8亿元)>中道快递(+26.7%,54.6亿元)>京东物流(+10.7%,37.0亿元)>顺丰拉股

(-4.1%,55.0亿元).