野村:对极兔速递下半年包裹量增长的预测为20%

GateNews

金十数据10月15日讯,野村发表报告指,极兔速递(01519.HK)于2025年10月14日发布了第三季营运数据更新。该公司第三季整体包裹量维持年增23%的稳健增长,达到76.77亿件(占该行2025年下半年预测的47%),而该行对极兔速递2025年下半年包裹量成长的预测为20%。2025年第三季的包裹量占该行2025年下半年预测的51%,显著高于2024年第三季占2024年下半年总包裹量的44%。该行认为,这表明东南亚地区包裹量成长具有潜在的上升空间,鉴於单位息税前利润相对稳定,这可能转化为潜在的利润上升。

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