财通证券近期发布研报称，市场红利+α共振，极兔速递迎机遇。该行指出，极兔速递凭借本土化创新 代理模式和中国降本经验，在全球快递增速领先的东南亚市场和全球规模最大的中国市场处于领先地 位。该行认为公司处于快速发展阶段，具备高成长性。 消息面上，极兔速递此前宣布其双十一业务旺季的关键表现。11月11日当天，极兔速递全球包裹量再次 突破亿件大关，创历史新高，同比增长9%。随着多个促销季的相继进行，自11月1日至12日，极兔全球 日均包裹量达9,459万件，同比增长15%，其中东南亚与新市场增长迅速，分别实现78%和83%的强劲增 长。 智通财经APP获悉，极兔速递-W(01519)涨近7%，截至发稿，涨6.88%，报10.26港元，成交额4.23亿港 元。 ...

每经AI快讯，极兔速递-W(01519.HK)涨近7%，截至发稿涨6.88%，报10.26港元，成交额4.23亿港元。 ...

消息面上，极兔速递此前宣布其双十一业务旺季的关键表现。11月11日当天，极兔速递全球包裹量再次 突破亿件大关，创历史新高，同比增长9%。随着多个促销季的相继进行，自11月1日至12日，极兔全球 日均包裹量达9,459万件，同比增长15%，其中东南亚与新市场增长迅速，分别实现78%和83%的强劲增 长。 财通证券（601108）近期发布研报称，市场红利+α共振，极兔速递迎机遇。该行指出，极兔速递凭借 本土化创新代理模式和中国降本经验，在全球快递增速领先的东南亚市场和全球规模最大的中国市场处 于领先地位。该行认为公司处于快速发展阶段，具备高成长性。 极兔速递-W(01519)涨近7%，截至发稿，涨6.88%，报10.26港元，成交额4.23亿港元。 ...

Core Insights - The report emphasizes a strategic shift towards large financial and consumer sectors, indicating a rebound opportunity following a period of panic due to tariff impacts [2] - The report highlights a positive performance in the A-share market, with the Shanghai Composite Index rising over 10% to above 3800 points since the mid-year strategy was introduced [2] Overall Assessment - The report suggests a cautious approach, recommending investors to wait for opportunities to buy on dips. It notes that liquidity-driven adjustments have stabilized, with certain asset classes like TMT and precious metals leading the rebound [3][7] - The report anticipates that the upcoming Federal Reserve interest rate cuts will further bolster market confidence, despite short-term investor caution in domestic sectors like lithium batteries and storage [3][7] Configuration Direction - The report advises a gradual investment strategy based on economic expectations and valuation attractiveness, focusing on quality dividends and cyclical opportunities in sectors such as real estate, resource commodities, and consumer sentiment [4][9] - It identifies four key areas for medium-term investment: technology (AI trends), high-end manufacturing (global investment cycle), consumer (high-quality overseas profits), and resource commodities (supply-side dynamics) [4][9] Top Stock Picks - The report lists ten recommended stocks across various sectors, including TCL Electronics, Action Education, Anjuke Food, Petty Co., Chengda Pharmaceutical, Haiguang Information, Lixing Co., Jitu Express, Beibu Gulf Port, and China Resources Mixc Living [4][5]

Core Viewpoint - A significant fire incident occurred in Hong Kong's Tai Po district, resulting in major casualties and property damage, prompting a swift response from the company to support affected residents [1] Group 1: Company Response - The company, J&T Express, has initiated a donation of 10 million HKD to assist with emergency housing, basic living support, emotional counseling, and disaster recovery efforts for the affected residents [1] - The company has established a green channel for Hong Kong to prioritize the transportation of disaster relief supplies, ensuring that materials reach the affected area promptly [1]

11月26日，香港大埔宏福苑多栋住宅楼突发五级火灾。11月27日，智通财经记者获悉，J&T极兔速递启 动1000万港元捐款，用于支持受灾居民的紧急安置、基本生活保障、情绪疏导及灾后恢复等相关工作， 以协助灾区尽快渡过难关。同时，极兔已开通对港绿色通道，优先运送救灾相关物资，保障物资能够第 一时间抵港。（智通财经记者 邵冰燕） ...

Core Viewpoint - J&T Express has initiated a donation of 10 million Hong Kong dollars to support disaster-affected residents in emergency housing, basic living security, emotional counseling, and post-disaster recovery efforts [1] Group 1 - The company aims to assist disaster areas in overcoming challenges quickly through its financial contribution [1] - J&T Express has established a green channel for Hong Kong to prioritize the transportation of disaster relief materials, ensuring timely delivery [1]

"很多人到了巴西后，第一感觉是这个市场特别有魅力，遍地是黄金。不过真正了解巴西后，会发现巴西 虽然机会多，但并不是新手一来就能降维打击"，近日，极兔速递（ 01519.HK ）巴西CEO桂林群在接受财 新专访时表示。 近年，中国企业投资拉美热情高涨，拉美最大市场巴西尤其受到关注。巴西总人口2.12亿，排在拉美第 一、全球第七位。巴西2024年国内生产总值（GDP）达11.7万亿雷亚尔（约合2万亿美元），年人均GDP 接近1万美元。 另一方面，过去几年在疫情催化下，巴西的电商渗透率得到了显著的发展，根据eMarketer数据，巴西市场 电商渗透率由2019年4.97%提升到2021年的10.25%，2025年巴西的电商规模为780亿美元，位居拉美第一。 …… 图片来自赵煊 中国企业出海巴西，面临大量制度、文化、劳工法规带来的复杂挑战 作者｜赵煊 发自巴西圣保罗，包云红 ...

Summary of Key Points Core Viewpoint - Jitu Express-W has been actively repurchasing its shares, indicating a strategy to enhance shareholder value and confidence in its stock performance [2][3] Group 1: Share Buyback Details - On November 25, Jitu Express-W repurchased 746,000 shares at a price range of HKD 9.340 to HKD 9.470, totaling HKD 7.0117 million [2] - The stock closed at HKD 9.410 on the same day, reflecting a decrease of 0.95% with a total trading volume of HKD 248 million [2] - Year-to-date, the company has conducted 55 buybacks, acquiring a total of 52.622 million shares for a cumulative amount of HKD 33.9 million [2] Group 2: Historical Buyback Data - The buyback history includes several transactions with varying amounts and prices, such as: - November 21: 501,000 shares at a maximum price of HKD 9.360, totaling HKD 4.6801 million [3] - November 19: 1.25 million shares at a maximum price of HKD 9.570, totaling HKD 11.8488 million [3] - The lowest recorded buyback price was HKD 4.820 on April 7, with 163,000 shares repurchased for HKD 769.95 thousand [3]

Core Viewpoint - Jitu Express-W (01519) announced a share buyback plan, intending to repurchase 746,000 shares for a total cost of HKD 7.012 million [1] Group 1 - The company plans to execute the buyback on November 25, 2025 [1] - The total number of shares to be repurchased is 746,000 [1] - The total expenditure for the buyback is HKD 7.012 million [1]