《大行》里昂:对极兔速递(01519.HK)东南亚市场有信心 升目标价至8.9元

阿斯达克财经
Jul 09, 2025

里昂发表研究报告指,极兔速递-W(01519.HK) 在今年第二季度于东南亚、中国内地及新市场的包裹量按年各增长66%、15%及24%,这主要得益于电商平台(如TikTok Shop、Temu和Shein)促销力度加大与产品多样化,以及极兔速递透过降价策略取得的市场份额提升。该行认为,东南亚市场具有人口红利优势,预期电商平台将持续加大资源投入以推动销售,为极兔速递在该区域带来持续成长动能,且凭借其...

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