极兔速递-Ｗ全年业绩扭亏为盈，东南亚领先优势巩固

长江证券03-10

事件描述2024年公司营业收入达到102.6亿美元，同比增长15.9%；经调整净利润达到1.1亿美元，去年同期为-11.6亿美元，首次实现整体业务扭亏为盈。事件评论东南亚市场：规模壁垒巩固，单票毛利持平。2024年公司东南亚业务量同比增长40.8%至45.6亿件，份额同比提升3.2pct至28.6%，龙头份额优势持续巩固。公司单票毛利维持0.14美元，毛利同比增长34.6%至6.3亿美元，主要为：...

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