港股异动 | 极兔速递-W(01519)涨近3% 东南亚业务强劲增长单位成本仍有进一步下降空间

智通财经2025-05-22

智通财经APP获悉，极兔速递-W(01519)涨近3%，截至发稿，涨1.73%，报6.46港元，成交额1.4亿港元。美银证券发布研报指出，指极兔速递-W的市场份额已达30%，旗下虾皮购物(Shopee)在印尼的业务量削减不太可能影响2025财年的业绩指引；加上极兔速递正在印尼东爪哇省扩建网络，其成本结构可能低于电商平台自营物流；而随着平均售价下降，极兔速递有能力降低单位成本，且其自动化水平高于...

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港股异动 | 极兔速递-W(01519)涨近3% 东南亚业务强劲增长 单位成本仍有进一步下降空间

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港股异动 | 极兔速递-W(01519)涨近3% 东南亚业务强劲增长单位成本仍有进一步下降空间