快递物流:1)TikTok Shop 二季度东南亚电商GMV 环比高增长,关注东南亚电商快递企业受益。7 月3 日,Echo Tik 发布TikTok Shop 2025Q2 报告,平台在泰国/印尼/越南/菲律宾/马来西亚/新加坡的GMV 环比增长93%/145%/191%/245%/211%/30%。TikTok Shop 延续高速增长或利好东南亚第三方快递需求,根据极兔年报,公司2024年在...
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