智通财经APP获悉,极兔速递-W(01519)涨超4%,截至发稿,涨4.33%,报5.54港元,成交额6663.49万港元。
野村发布研报称,极兔速递-W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%。
在中国,极兔速递首季包裹量年增26.5%达49.85亿件,占该行2025年全年预测的21%,高于第一季行业平均增长率。其中,零售包裹日均350万件,同比增长70%,占全国日均包裹量的6%。在东南亚,受惠于印尼及马来西亚提早的斋月销售,以及其主要电商TikTok的强劲增长所推动,集团第一季的包裹量同比增长50%至15.38亿件,占该行全年预测的26%。
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