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    Lanyue Zheng

    Research Analyst at Guotai Junan Securities

    Lanyue Zheng is an Investment Banking Associate at Guotai Junan Securities Co., Ltd., specializing in investment banking services since joining the firm in January 2018. He previously held a role as Investment Research Analyst at The Moody Street Group, LLC in 2017, bringing cross-functional experience in corporate finance and securities. While specific company coverage and industry ranking metrics are not publicly disclosed, Zheng is involved in supporting equity and debt capital market transactions, particularly focusing on clients in Greater China. Zheng holds relevant securities qualifications required by Chinese regulators and has demonstrated strong analytical and client coverage skills throughout his tenure.

    Lanyue Zheng's questions to ZTO Express (Cayman) (ZTO) leadership

    Lanyue Zheng's questions to ZTO Express (Cayman) (ZTO) leadership • Q2 2025

    Question

    Lanyue Zheng from Guotai Junan Securities asked for management's view on the sustainability of recent parcel price increases in Guangdong and the resulting impact on ZTO's profitability.

    Answer

    CFO Huiping Yan stated that the price adjustments in Guangdong represent a positive return to rational competition, shifting focus from price wars to service quality. She explained that the immediate profit impact on ZTO is minimal, as the primary goal is to relieve financial pressure on network outlets and couriers. Ms. Yan expressed confidence that there is a 'good chance' for these more sustainable prices to last.

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