港股异动 | 极兔速递-W(01519)涨超5% 一季度包裹量同比增长31.2% 东南亚市场大增50%

智通财经
11 Apr

智通财经APP获悉,极兔速递-W(01519)涨超5%,截至发稿,涨5.45%,报5.42港元,成交额1.3亿港元。

消息面上,极兔速递日前公布2025年第一季度主要经营数据。截至2025年3月31日,公司总体实现包裹量约66亿件,同比增长31.2%;日均包裹量7330万件,各主要市场均实现双位数增长。公司在东南亚市场业务表现强势,第一季度实现包裹量15.4亿件,同比增长50%。中国市场第一季度实现包裹量49.8亿件,同比增长26.5%。新市场(包括沙特阿拉伯、墨西哥等国家)第一季度实现包裹量7660万件,同比增长19.4%。

野村研报指出,极兔速递今年第一季包裹量增长正面,其中来自东南亚的包裹量增长突出,来自中国的包裹量则增长稳健。集团首季整体包裹量同比增31.2%至66亿件,已占该行全年预测的22%,该行对其2025年的整体包裹量增长预测为21.5%,暂维持目标价7.3港元及“买入”评级。

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