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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 |     The makers had previously announced Deepika Padukone's exit from Kalki 2. Ever since, fans have been curious to know whether any other actor would replace Deepika and step in her shoes. While the makers haven't confirmed it yet, reports state that Priyanka Chopra might be offered the role. Other actresses, including Alia Bhatt, Anushka Shetty and Sai Pallavi have also been said to be contenders for the role.          Reports also claim that Priyanka is being considered for the role for her strong global presence. However, neither the actress nor her team has commented on the speculations.The makers had shared an official statement, opening up about Deepika's exit. "This is to officially announce that @deepikapadukone will not be a part of the upcoming sequel of #Kalki2898AD. After careful consideration, We have decided to part ways. Despite the long journey of making the first film, we were unable to find a partnership. And a film like @Kalki2898AD deserves that commitment and much more. We wish her the best with her future works," it read.In a Harper's Bazaar interview, Deepika had opened up about how big-budget movies do not excite her as a professional. She said, "Because honestly, how much more fame, how much more success, how much more money? At this stage, it’s not about that anymore. It’s not about the Rs100-crore films, or even the Rs500- Rs600 crore ones." She further added, "And that doesn’t excite me anymore. What excites me is empowering other talent. My team and I are now focused on that—enabling storytelling and supporting other creative minds, writers, directors, and even new producers. That’s what feels meaningful to me now."          On the professional front, Priyanka is gearing up for the release of SS Rajamouli's Varanasi. Deepika, on the other hand, is working on Siddharth Anand's King.Also Read: Priyanka Chopra Jonas Can’t Contain Her Happiness on Seeing Nick Jonas in These Clicks。

二 |     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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Published on:11:19:35