智通财经APP获悉，极兔速递-W(01519)再涨近8%，截至发稿，涨4.95%，报6.36港元，成交额1.25亿港元。
消息面上，极兔速递宣布，与沙特朱拜勒和延布皇家委员会签订物流服务谅解备忘录，正式建立合作关系，未来将共同致力于推动沙特阿拉伯的物流与供应链发展。根据谅解备忘录，双方将在朱拜勒和延布皇家委员会所辖的经济特区内展开深入合作，利用极兔在快递物流领域的技术与经验，赋能经济特区内的物流基础设施建设，吸引更多电子商务与物流上下游产业于当地布局。
长江证券指出，极兔盈利拐点显现，全球化布局优势凸显公司是最具出海基因的快递公司，代理人模式推动海外业务快速发展。2024 年各地区经营情况向好，盈利拐点显现。短期看，中国市场盈利持续改善；东南亚市场优势显著，灵活的竞争策略和规模效应释放，有望实现量、利齐升；新市场保持强劲增长动能，有望实现持续减亏。中长期我们看好公司全球化物流网络拓展能力和成长价值。
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