智通财经APP获悉，极兔速递-W(01519)涨超4%，截至发稿，涨4.23%，报5.18港元，成交额1.32亿港元。
消息面上，极兔速递今日公布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%；日均包裹量1710万件。中国市场第一季度实现包裹量49.8亿件，同比增长26.5%；日均包裹量5540万件。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%。
国海证券指出，公司为第三方专业快递公司，可接全市场单量规模优势明显，且有着国内快递极致降本经验，以及东南亚极致服务体验，在量/本/价（质）方面可保持长期领先，市占率和利润增长可长期保持稳健。该行认为，随着异国本土电商红利的持续释放及在跨境物流领域的产业合作展开，公司或长期保持高速增长，规模效应下盈利能力也有望增强。
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