极兔速递-W（01519）今日盘中大涨5.27%，引起市场广泛关注。截至盘中，该股报5.58港元，成交额超过5300万港元。
消息面上，极兔速递公布了2025年第一季度的强劲运营数据，包裹量平均增长31.2%至66亿件，远超分析师预期。公司在分析师简报会上表示，有信心实现今年的包裹量增长和成本削减目标。其中，中国地区包裹发货量同比增长26.5%至49.85亿件，高于行业平均增长率；东南亚地区表现尤为突出，包裹发货量同比增长50%至15.38亿件。
多家券商对极兔速递的表现给予积极评价。野村证券指出，公司今年第一季度包裹量增长表现正面，特别是东南亚地区的增长突出。该行维持对极兔速递的"买入"评级，目标价7.3港元。招银国际也在研报中强调了公司的强劲表现，特别提到东南亚地区得益于提前斋戒月的影响。此外，公司在新市场如巴西和墨西哥的销量同比增长19%至7,700万件，显示出其全球扩张战略的成效。
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