电商激战东南亚 极兔坐收 “渔利”:当地三季度业务增速超70% 中国市场重心转向调整客户结构

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全球电商的竞争与动荡,正为提供物流等基础设施服务的公司带来新的变量。  10月14日,极兔速递(01519.HK,股价9.58港元,市值853.03亿港元)公布的2025年第三季度主要经营数据显示,其全球业务量强劲增长,日均包裹量攀升至8340万件,同比增长23.1%。其中,表现最为亮眼的东南亚市场包裹量达19.968亿件,同比激增78.7%,远超公司此前给出的55%的增长指引。  极兔管理层在...

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