智通财经APP获悉，极兔速递-W(01519)午后涨超5%，截至发稿，涨3.27%，报10.1港元，成交额5.62亿港元。
消息面上，7月18日义乌邮政局召开会议，将快递价格下限上调0.1元人民币至1.2元人民币；8月4日起，广东省快递底价整体上调0.4元/票，均价涨至1.4元以上。根据罗戈网报道，9月起涨价范围迅速扩大，江苏、江西、湖南、湖北、河南、安徽、京津冀及辽宁等地的快递企业相继发布调价通知，加入涨价行列，形成全国性联动趋势。
浙商证券研报指出，东南亚电商GMV增速快，叠加Tiktok市占率持续提升，带动极兔东南亚市占率走强；公司于2022年进入中东和拉美等新市场，当前新市场电商渗透率仍较低，中期来看有望通过复刻东南亚成功路径，新市场或成为公司继东南亚之后的下一个高速增长引擎；中国市场为境外市场输出先进模式，快递反内卷提价带来的业绩弹性有望实现极兔中国市场下半年盈利超预期修复。
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