智通财经APP获悉，极兔速递-W(01519)盘中涨近3%，截至发稿，涨2.65%，报5.81港元，成交额1699.6万港元。
华泰证券发布研报称，看好极兔速递未来发展，海外方面，跨境电商和本土电商扩张，电商渗透率提升推动快递行业高增且单票盈利高，为极兔提供确定性增长和盈利贡献；国内方面，中国是全球最大快递市场，件量规模大，业绩敏感性强。极兔作为后起之秀，抓住社交电商增长机遇，有望持续缩小和龙头公司差距，站稳国内市场。此外，该行预计，极兔速递2024年至2026年归母净利润各8000万、3.5亿及6.5亿美元，料期内复合增长率178.6%。
野村认为，公司在企业日中指出，正将中国快递市场包裹量来源多元化，在中国不断扩大及强化网络基础设施，城市和县级地区覆盖率达99.55%，农村覆盖率达52.3%。同时，极兔速递网络内的终端规模已超32000个，集团管理层相信这不仅提升品牌在终端消费者中的可见度，更将履约成本降低15%。
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