智通财经APP获悉，极兔速递-W(01519)涨超8%，截至发稿，涨8.05%，报6.71港元，成交额8417.53万港元。
消息面上，极兔速递此前公布2024年第四季度及全年主要经营数据。2024年第四季度，公司总体实现包裹量73.9亿件，同比增长32.5%。2024年全年，公司总体实现包裹量246.5亿件，同比增长31%。期内在中国市场度实现包裹量59.1亿件，同比增长27.4%；全年实现包裹量198亿件，同比增长29.1%。在东南亚，极兔2024年第四季度实现包裹量14亿件，同比增长62.5%；全年实现包裹量45.6亿件，同比增长40.8%。
华泰证券研报指出，看好极兔未来的发展。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。
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