智通财经APP获悉，极兔速递-W(01519)涨超4%，截至发稿，涨4.07%，报10.5港元，成交额7247.94万港元。
消息面上，据12月9日市场消息，2025年黑色星期五期间，极兔在巴西市场迎来订单规模的显著突破。数据显示，与10月份相比，其非平台类客户订单量环比增长近40%，平台类客户订单量环比提升约25%，与第三季度日均水平相比，平台类订单增幅高达80%，从而推动极兔巴西在旺季期间刷新了单日揽收量纪录。
中信建投指出，公司东南亚为稳固基本盘(25H1包裹量市占率32.8%，连续6年第一)，中国市场转向净利改善，而拉美市场已成最强增长引擎。拉美市场25Q3包裹量同比激增近50%，其中巴西、墨西哥贡献拉美80%订单，后续绑定MELI/TTS等头部电商后，订单增速有翻倍预期，将复制今年东南亚扩张之路。“商流深度绑定+精准解决本土物流痛点+代理分利”模式，支撑其低成本快速抢占市场。
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