7月4日，极兔速递-W午后涨超8%，消息面上，里昂发布研报称，对极兔速递2025年的利润增长有信心，重申“跑赢大市”评级。
该行认为，TikTok Shop在东南亚地区2025年第二季GMV增长强劲，推动该股近期股价上涨。由于极兔速递承接了TikTok Shop在东南亚地区超过50%的包裹量，该行预计东南亚地区在2025财年包裹量增幅有望超过管理层此前设定的25%-30%的预期，同时保持稳定的单位盈利能力。此外，在中国市场，预期集团的单位成本降幅将超过同业。新兴市场方面，该行预计集团将受益于TikTok Shop在墨西哥的快速扩张。
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