交通运输行业周报:航空供需持续向好 极兔海外市场高增

华源证券
Dec 16, 2025

一、行业动态跟踪快递物流:1)黑五新兴市场物流需求稳健增长,极兔速递巴西单日揽收量创新高。根据极兔节拍公众号,极兔巴西在11 月迎来订单规模双重突破:非平台类客户订单量较10 月环比激增近40%,平台类客户订单量环比提升约25%;与今年第三季度日均水平相比,平台类订单增幅高达80%。从年度维度来看,巴西市场当前业务体量较去年同期已实现超200%的跨越式增长;与此同时,墨西哥、埃及等其他新兴市场同步...

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