7月10日,极兔速递-W(01519)股价盘中大涨5.01%,引发市场关注。截至发稿,该股报价8.77港元。
消息面上,极兔速递近日公布了2025年第二季度及上半年主要经营数据。数据显示,公司第二季度总体实现包裹量约73.9亿件,同比增长23.5%;2025年上半年总包裹量达到139.9亿件,同比增长27%。其中,东南亚市场表现尤为亮眼,第二季度包裹量同比增长66%,远超预期。
多家券商对极兔速递的强劲表现给予积极评价,纷纷上调目标价并维持看好评级。大和证券将目标价从6.8港元上调至8.8港元,重申"跑赢大市"评级;美银证券将目标价从7.7港元上调至9.1港元,重申"买入"评级;招银国际则将目标价从6.9港元大幅上调至10港元,维持"买入"评级。分析师普遍认为,极兔速递在东南亚市场的强劲增长将为公司带来持续的增长动能,同时其在中国市场积累的规模和运营经验有助于公司在新兴市场快速扩张。
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