港股极兔速递-W（01519）今日盘中大涨5.11%，引发市场关注。分析人士指出，此轮涨势主要受益于快递行业整体涨价趋势以及公司在国际市场的扩张战略。
据悉，自7月以来，多个省市的快递价格下限已有所上调。9月起，涨价范围迅速扩大至全国多个地区，形成全国性联动趋势。这一行业趋势有望提升极兔在中国市场的盈利能力。与此同时，极兔在东南亚市场的占有率持续提升，加之Tiktok等电商平台的快速增长，进一步带动了公司的业务增长。
此外，极兔于2022年进军中东和拉美等新市场，这些地区当前电商渗透率较低，未来增长潜力巨大。值得一提的是，极兔在绿色包装方面走在行业前列，已全面禁用不可降解的一次性塑料包装袋和塑料胶带，这一举措有望增强公司的长期竞争力。分析师预计，多重利好因素叠加，极兔中国市场下半年盈利有望超预期修复。
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