异动解读 | 极兔速递-W盘中大涨5.01%,东南亚业务强劲增长获多家券商上调目标价

异动解读
Jul 10

7月10日,极兔速递-W(01519)股价盘中大涨5.01%,截至13:27报价8.77港元,成交额超过3亿港元。自月初以来,该股已累计上涨近三成。

引发股价上涨的主要原因是极兔速递近期公布的强劲业绩数据以及多家券商的正面评级。公司7月8日发布的2025年第二季度及上半年经营数据显示,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65.9%,创下公司上市以来的单季纪录。

多家券商对极兔速递的业绩表现给予积极评价。大和证券将公司目标价从6.8港元上调至8.8港元;美银证券将目标价从7.7港元上调至9.1港元;招银国际更是将目标价上调45%至10港元。分析师普遍认为,极兔速递在东南亚市场的强劲增长将带来持续的成长动能,同时公司在中国市场的经验有助于其在新兴市场有效控制成本,提升盈利能力。

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