核心观点1）极兔速递巴西单日揽收量创新高。随着2025 年“ 黑色星期五”购物季收官，极兔在拉美、中东等新兴市场表现突出，巴西市场成为本次增长的核心引擎。数据显示，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，平台类订单增幅更是高达80%。2）菜鸟跨境物流多国核心市场单量三位数增长。随着黑五网一大...
Source Link核心观点1）极兔速递巴西单日揽收量创新高。随着2025 年“ 黑色星期五”购物季收官，极兔在拉美、中东等新兴市场表现突出，巴西市场成为本次增长的核心引擎。数据显示，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，平台类订单增幅更是高达80%。2）菜鸟跨境物流多国核心市场单量三位数增长。随着黑五网一大...
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