极兔速递-Ｗ二季度东南亚市场表现强劲，单季度包裹量增速创上市以来新高

中银证券2025-07-11

公司披露2025年二季度经营情况，今年二季度，公司全球包裹总量达73.9亿件，同比增长23.5%。分区域看，东南亚市场表现强劲，包裹量同比增长65.9%至16.9亿件，中国市场保持平稳增长，包裹量达56.1亿件，同比增长14.7%，新市场包裹量同比提升23.7%至8940万件，我们继续看好东南亚电商红利助力公司业务量持续增长，中国区域效率优化和政策“反内卷”下盈利空间有望释放，维持公司买入评级。...

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