Huachuang Transportation released a deep-dive report on YTO Express, arguing that the 'anti-involution' trend in China's e-commerce express delivery industry is becoming the 'new normal' and that YTO's relative advantages in market share and per-ticket net profit are improving most significantly.
Huachuang reiterates a Strong Buy on YTO Express, citing three underappreciated strengths—AI-driven cost reduction, franchisee ecosystem balance, and international air cargo potential—with 39% upside.
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