金吾财讯 | 极兔速递(01519)震荡走强，截至发稿，涨5.08%，报5.58港元，成交额5343万港元。消息面上，招银国际研报指，极兔速递1Q25的运营数据强劲，包裹量平均增长31%。在分析师简报会上，极兔表示有信心今年能够实现包裹量增长和成本削减目标。首季主要亮点为：东南亚地区包裹发货量同比增长50%，得益于提前斋戒月。中国地区包裹发货量同比增长27%至49亿件。新市场销量同比增长19%至7,700万辆。增长主要来自巴西和墨西哥市场。野村表示，极兔速递今年第一季包裹量增长正面，其中来自东南亚的包裹量增长突出，来自中国的包裹量则增长稳健。集团首季整体包裹量同比增31.2%至66亿件，已占该行全年预测的22%，该行对其2025年的整体包裹量增长预测为21.5%，暂维持目标价7.3港元及“买入”评级。
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