智通财经APP获悉，极兔速递-W(01519)现涨超4%，截至发稿，涨4.65%，报6.53港元，成交额4635.7万港元。
消息面上，明晟公司(MSCI)公布了2月份指数审议结果。其中MSCI中国指数新纳入极兔速递等8只股票，剔除20只股票。调整将于2月28日收盘后生效。分析人士称，由于MSCI中国指数被嵌套进MSCI新兴市场指数，因此股票进入MSCI中国指数，便意味着进入了MSCI全球标准指数系列，从而获得大量被动资金跟踪。
极兔速递此前公布，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%。华泰证券指出，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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