大行评级丨花旗：“TikTokShop”在拉丁美洲的进一步扩张可能成为极兔速递潜在的股价催化剂

格隆汇03-07

花旗发表研报指，极兔速递(1519.HK)2024财年下半年经调整盈利超出该行及市场预期，主要受惠于东南亚地区因强劲的业务量增长及单位成本的良好优化，利润率改善超出预期。花旗预计，极兔速递2025年东南亚的盈利势头可能主要由强劲业务量增长推动，同时持续采取积极的定价策略，将下降的单位成本转嫁出去以争取市场份额。另外，该行对极兔速递的中国业务量增长及利润率改善持谨慎乐观态度，但预计竞争压力将持续存在...

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