我可能不会爱你
华泰证券：快递板块低位布局旺季行情，把握涨价催化_我的网站
A | Moscow, Oct 14 (UNI) Neptune Strike (NEST 22-2), a multi-domain exercise by NATO's Naval Striking and Support Forces, has begun in the Mediterranean Sea and is expected to be completed by October 28, the alliance said on Friday.
"NEST 22-2 highlights the natural evolution of NATO’s ability to integrate maritime warfare capabilities of a carrier strike group to support Allied defence," the message read.
NATO forces will simulate air operations with participation of land-based fighters, air-to-air refueling tankers and airborne early warning and control aircraft, according to the alliance.
"NEST 22-2 provides a prime opportunity to improve our capacity to work together with Allies in complex and increasingly contested environment. Valuable training for NATO multi-domain enhances our vigilance and underlines our commitment to deter and defend," Christoph Pliet, Deputy Chief of Staff Operations Allied Air Command, said.
Neptune Strike is the third phase of NATO’s long-planned Project Neptune series, which was elaborated in 2020. Two previous military exercises under this project were conducted in February and May 2022.
UNI/SPUTNIK GNK。 获悉，华泰证券研报表示，7月电商淡季叠加国补高基数，线上与线下消费增速均放缓，社零/商品零售额/网上商品零售额分别同比+0.6%/+0.5%/+3.0%。但快递需求保持韧性，行业件量同比+4.1%，较6月小幅回升；件均价同比+3.8%，“反内卷”背景下价格延续同比改善。全国价格洼地河北8月初宣布涨价，行业高质量发展要求仍在，旺季价格上行预期有望成为板块催化。当前电商快递龙头仍处于低估值、低预期阶段，建议低位布局旺季。
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