异动解读 | 极兔速递-W股价盘中大涨5.12%,分析师维持"买入"评级看好东南亚市场增长

异动解读
Jul 28, 2025

极兔速递-W(01519.HK)今日盘中表现强势,股价大涨5.12%,引发市场关注。截至发稿时,该股报10.680港元/股,成交量1834.64万股,换手率0.23%。

分析师对极兔速递-W保持乐观态度。国海证券维持对该公司的"买入"评级,认为随着海外本土电商红利的持续释放,公司有望长期保持快速增长,规模效应下盈利能力也将增强。此外,招银国际指出,极兔在东南亚市场份额的增长故事使其成为香港市场一只具有独特概念的股票。

值得注意的是,极兔速递-W所在的航空物流行业整体呈现上涨趋势,行业涨幅为0.35%。公司最近的财报显示,实现营业收入796.36亿港元,净利润7.81亿港元。机构评级方面,83%的券商给予买入建议,17%给予持有建议,显示出对公司前景的普遍看好。随着公司在东南亚市场的持续扩张和业务增长,投资者对其未来发展前景保持乐观态度。

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