金吾财讯 | 中银证券表示,极兔速递(01519)披露2024年业绩,公司实现总收入102.59亿美元,同比增长15.9%,主要得益于全球包裹量的强劲增长。经调整EBITDA达7.78亿美元,同比大幅提升430.5%,盈利能力显著增强。净利润实现扭亏为盈,全年净利润1.14亿美元(2023年亏损11.56亿美元)。该行看好公司国内业务盈利能力继续改善以及海外市占率持续提升。该行调整此前盈利预测,预计公司2025-2027年归母净利润为27.28/44.85/63.41亿元,同比+240.1%/+64.4%/+41.4%,EPS为0.31/0.50/0.71元/股,对应PE分别19.4/11.8/8.4倍,维持公司买入评级。
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