大行評級|里昂:上調極兔速遞目標價至8.9港元 上調2025至2027年盈測
里昂發表研究報告指,極兔速遞今年第二季度於東南亞、中國內地及新市場的包里量按年各增長66%、15%及24%,這主要得益於電商平臺(如TikTok Shop、Temu和Shein)促銷力度加大與產品多樣化,以及極兔速遞透過降價策略取得的市場份額提升。該行認爲,東南亞市場具有人口紅利優勢,預期電商平臺將持續加大資源投入以推動銷售,爲極兔速遞在該區域帶來持續成長動能,且憑藉其在中國市場累積的規模和營運經驗,預計能有效降低成本,維持穩定的單位盈利能力,並加速市場份額擴大。里昂將極兔速遞2025至2027年淨利潤預測分別上調6%、10%、10%,包里量預測分別提高7%、13%和15%,目標價從每股8.1港元上調至8.9港元,重申“跑贏大市”評級。
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