本年春节假期对快递需求的负面影响尚未释放；二是国内疫情防控形势的整体好转，快递需求稳步释放；三是去年同期受春节假期因素及新冠肺炎疫情爆发影响，快递业务件量及快递业务收入基数均较低。

1.行情回顾 .......................................................................................................................................................... 4

1.1 板块涨跌情况............................................................................................................................................................. 4

1.2 个股涨跌情况............................................................................................................................................................. 5

1.3 估值表现 .................................................................................................................................................................... 5

2.行业表现 ................................................................................................................................................................. 7

3.投资策略 .............................................................................................................................................................. 11

4.风险提示 ................................................................................................................................................................ 11