【浙商交运李丹】极兔速递更新:海外业务量增长强劲,持续加码新市场打造第二成长曲线

浙商交运研究
Jan 07

分析师:李丹、张梦婷来源:浙商证券交运免税研究团队具体参见2026年1月7日报告《极兔速递更新报告:海外业务量增长强劲,持续加码新市场打造第二成长曲线》,如需报告全文或数据底稿,请联系团队成员或对口销售。投资要点2025年整体包裹量再创新高,同比+22.2%25Q4:公司总体实现包裹量84.6亿件,同比增长14.5%,日均包裹量9200万件。东南亚市场:25Q4极兔实现包裹量24.4亿件,同比增长...

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