极兔速递-W（01519）今日盘中大涨5.06%，引发市场关注。这一涨幅很可能与野村证券最新发布的研报有关，该报告对公司第一季度的业务表现给予了正面评价。
野村证券在报告中指出，极兔速递2025年第一季度的包裹量增长表现良好，特别是来自东南亚地区的增长尤为突出，而中国市场的增长则保持稳健。公司第一季度整体包裹量同比增长31.2%，达到66亿件，已占野村全年预测的22%。基于这一表现，野村维持对极兔速递的"买入"评级，目标价为7.3港元。
具体来看，极兔速递在中国市场的表现超出行业平均水平。第一季度中国地区包裹量同比增长26.5%，达到49.85亿件，其中零售包裹日均达350万件，同比增长70%，占全国日均包裹量的6%。在东南亚市场，公司表现更为亮眼，第一季度包裹量同比增长50%，达到15.38亿件。这一增长主要受益于印尼和马来西亚提前的斋月销售，以及主要电商平台TikTok的强劲增长。野村预计，极兔速递2025年全年的整体包裹量增长率将达到21.5%。
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