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投资要点中邮证券>快递：2023年疫情有望逐步得到控制，物流通畅、消费信心恢复，则增量有望恢复。2023年行业量收增幅约为13%、10.2%，刷单和价格战导致单价下降；>航空：行业供需有望于2024年恢复至疫情前水平，关注供给趋紧、...
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