智通财经APP获悉，极兔速递-W(01519)涨近4%，截至发稿，涨3.64%，报10.25港元，成交额3259.28万港元。
大和发布研报称，极兔第三季总包裹量同比增长23%至76.77亿件，其中东南亚包裹量表现突出，同比增长78.7%至约20亿件，超出管理层及该行预期。该行认为东南亚快递市场已进入新发展阶段，因平台竞争加剧，以及市占率整合。考虑到极兔的市场定位及具竞争力的成本，相信公司可以在新增长阶段占有优势。
申万宏源指出，公司新市场件量高增，主要得益于公司的持续投入并日益深化和电商平台的合作。另一方面，25Q3快递行业在反内卷政策推动下单价持续上行，公司三季度利润有望修复。8月以来快递反内卷持续推进，产粮区快递价格持续提升，8月各快递公司经营月报显示通达系单价环比均有所提升，9月全国各地均已陆续跟进涨价，看好行业单价继续提升带来的公司利润修复。
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