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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

一 |     In a brutal act of slaughter in broad daylight, a Hindu shopkeeper was allegedly beheaded by two Muslims in the historical city of Udaipur in Rajasthan.,The deceased had reportedly shared a social media post supporting Nupur Sharma, the suspended spokeswoman of India's ruling Bharatiya Janata Party (BJP) who made disparaging remarks about the Prophet Mohammed during a live TV debate on 26 May.,The killers posted a video of the decapitation and threatened to take the lives of Prime Minister Narendra Modi and Nupur Sharma as well.,State administrators have deployed hundreds of security personnel as protests erupt across the western Indian city. Shops in several parts of the city have been closed since the incident.,State chief Ashok Gehlot promised that those who had been involved in the murder would be strictly punished and appealed to citizens to maintain peace and not share any related videos.,"This is a very worrying incident. It is unfortunate and shameful. There are palpable tensions across the country. The atmosphere needs to be fixed. I appeal to Prime Minister Modi and the Home Minister [Amit Shah] to address the nation and calm the atmosphere," Gehlot said.,The state chief, who is from the opposition Congress party, has said that the atmosphere is so tense that whoever, Hindu or Muslim, is in the minority in number in any small town or village feels "insecure and threatened by the majority".,Udaipur Police have launched an inquiry to find the accused.,Sharma's comments prompted protests and complaints from several Muslim countries, including Qatar and Kuwait. Hundreds of people have been arrested across India during public unrest。    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。

二 | 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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