智通财经APP获悉，极兔速递-W(01519)再涨超5%，截至发稿，涨4.42%，报10.64港元，成交额2.11亿港元。
消息面上，极兔速递近期发布三季度经营数据。总体实现包裹量约76.8亿件，日均包裹量攀升至8340万件，同比增长23.1%。其中，东南亚市场包裹量达19.968亿件，同比激增78.7%；中国市场包裹量为55.758亿件，同比增长10.4%；新市场三季度包裹量为1.042亿件，同比增长47.9%。
大和发布研报称，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。中国市场方面，行业推动反内卷下，第三季平均价格按季改善，但行业包裹量增长放缓，亦推高期内单位成本。因此，管理层对全年国内业务维持中性至轻微乐观看法。考虑到极兔持续优化国内客户结构，该行对反内卷行动对盈利影响维持审慎看法。
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