Core Insights - J&T Express reported a significant growth in parcel volume, achieving 84.6 billion parcels in Q4 2025, a year-on-year increase of 14.5% [1] - For the entire year of 2025, the company surpassed 300 billion parcels for the first time, reaching 301.3 billion parcels, which represents a 22.2% year-on-year growth [1] - The growth was primarily driven by strong performance in Southeast Asia and new markets, alongside stable contributions from the Chinese market [1] Segment Summaries Q4 Performance - In Q4 2025, J&T Express's parcel volume in Southeast Asia reached 24.4 billion parcels, marking a 73.6% increase year-on-year [1] - The new markets, including Saudi Arabia, UAE, Mexico, Brazil, and Egypt, saw parcel volume exceed 1.3 billion, up 79.7% year-on-year [1] - The Chinese market delivered 58.9 billion parcels in Q4 2025, with a year-on-year growth of 11.4% [1] Annual Performance - For the full year 2025, J&T Express's parcel volume in Southeast Asia totaled 76.6 billion parcels, a 67.8% increase year-on-year [1] - The new markets achieved a total parcel volume of 4.0 billion, reflecting a 43.6% year-on-year growth [1] - The Chinese market's total parcel volume for 2025 was 220.7 billion, with an 11.4% year-on-year increase [1] Infrastructure and Automation Investments - The company continued to invest in infrastructure and resource allocation, optimizing network partners and upgrading transit centers to enhance operational efficiency [2] - By the end of 2025, the number of automated devices at network points increased by 26%, with 1,000 unmanned logistics vehicles deployed to improve last-mile delivery efficiency [2] - J&T Express opened 173 cloud warehouses and implemented the first industrial-grade automated sorting equipment in Thailand, aiming for nationwide automation upgrades by 2026 [2]

Core Insights - The company, J&T Express, reported a significant increase in parcel volume for Q4 2025 and the entire year, with a total of 84.6 billion parcels in Q4, representing a year-on-year growth of 14.5%, and an annual total of 301.3 billion parcels, up 22.2% from the previous year [1][2] Group 1: Operational Performance - In Q4 2025, the company achieved a daily average parcel volume of 92 million, while the annual daily average was 82.5 million, reflecting a year-on-year increase of 22.6% [1] - The Southeast Asia and new markets contributed significantly to the growth, with Q4 parcel volume in Southeast Asia reaching 24.4 billion, a 73.6% increase year-on-year, and an annual total of 76.6 billion parcels, up 67.8% [1] - New markets, including Saudi Arabia, UAE, Mexico, Brazil, and Egypt, saw Q4 parcel volume surpassing 100 million, reaching 1.3 billion, a 79.7% increase year-on-year, with an annual total of 4.0 billion parcels, up 43.6% [1] Group 2: Market Strategy and Infrastructure - The company continued to invest in infrastructure and resource allocation, optimizing network partners and upgrading transit centers to enhance operational efficiency [2] - In China, the automation of network points and cloud warehouse layout accelerated, with a 26% increase in automated equipment by the end of 2025 and the deployment of 1,000 unmanned logistics vehicles [2] - The company opened 173 cloud warehouses and implemented value-added services to enhance customer engagement and experience [2] Group 3: Future Outlook - The company aims to strengthen its global network and drive growth through innovation, with the achievement of over 300 billion parcels in 2025 marking a new starting point [2]

新浪科技讯 1月7日上午消息，极兔速递公布2025年第四季度及全年主要经营数据。2025年第四季度， 公司总体实现包裹量84.6亿件，同比增长14.5%，日均包裹量9,200万件。2025年全年，公司总体包裹量 首次突破300亿件大关，达301.3亿件，同比增长22.2%，日均包裹量8,250万件，同比增长22.6%。期 内，极兔整体实现稳健增长，主要得益于东南亚和新市场强劲的业务表现，以及中国市场的稳定贡献。 第四季度，极兔在东南亚与新市场的业务持续增长，主要受惠于电商传统旺季及其稳健的业务策略。在 东南亚，极兔2025年第四季度实现包裹量24.4亿件，同比增长73.6%，全年实现包裹量76.6亿件，同比 增长67.8%。在新市场（包括沙特阿拉伯、阿联酋、墨西哥、巴西及埃及），极兔继续维持了自上个季 度以来的强劲增速，2025年第四季度实现包裹量破亿，达1.3亿件，同比升79.7%；全年实现包裹量4.0 亿件，同比升43.6%。中国市场实现有质量的增长，2025年第四季度实现包裹量58.9亿件；全年实现包 裹量220.7亿件，同比升11.4%。截至2025年底，公司拥有19,300个网点和246个转运中心； ...

人民财讯1月7日电，极兔速递1月7日公布2025年第四季度及全年主要经营数据。2025年第四季度，公司 总体实现包裹量84.6亿件，同比增长14.5%，日均包裹量9200万件。2025年全年，公司总体包裹量首次 突破300亿件大关，达301.3亿件，同比增长22.2%，日均包裹量8250万件，同比增长22.6%。 转自：证券时报 ...

Core Viewpoint - Jitu Express (极兔速递-W) reported a significant increase in package volume for Q4 2025, reaching 8.461 billion packages, representing a year-on-year growth of 14.5% [1] Group 1: Package Volume Growth - In Q4 2025, the total package volume reached 8.461 billion, with Southeast Asia and new markets experiencing year-on-year growth of 73.6% and 79.7% respectively [1] - For the entire year of 2025, the total package volume amounted to 30.1287 billion, reflecting a year-on-year increase of 22.2% [1] - The package volume growth for 2025 was driven by Southeast Asia, China, and new markets, with respective year-on-year growth rates of 67.8%, 11.4%, and 43.6% [1]

于2025年年度，包裹量合计301.287亿件，同比增长22.2%。其中，东南亚、中国及新市场包裹量同比分 别增长67.8%、11.4%及43.6%。 极兔速递-W(01519)公布，于2025年第四季度，包裹量合计84.61亿件，同比增长14.5%。其中，东南 亚、新市场包裹量同比分别增长73.6%、79.7%。 ...

極兔速遞環球有限公司 （於 開 曼 群 島 註 冊 成 立 以 不 同 投 票 權 控 制 的 有 限 責 任 公 司） 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不 負 責，對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明，並 明 確 表 示，概 不 對 因 本 公 告 全部或任何部分內容而產生或因倚賴該等內容而引致的任何損失承擔任何責 任。 J&T Global Express Limited （股 份 代 號：1519） 自願公告 2025年第四季度經營數據匯報 極兔速遞環球有限公司（「本公司」）董事會（「董事會」）謹此宣佈本公司及其附屬 公司及關聯併表實體截至2025年12月31日 止 季 度 之 業 務 及 運 營 情 況。 第 一 部 分：業 務 情 況 | | | | | | | | | 截 | 至12月31日止三個月 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | | | | 2025年 | 2024年 | 同比 | | 東南亞 | | ...

在投资标的选择上，该行看好腾讯与阿里巴巴作为核心AI受益股；携程与网易则凭借稳健的盈利能力 展现韧性；极兔速递具备跨境业务的增长潜力。 花旗发表研报指，中国互联网板块在2025年表现突出，以31%的涨幅领跑全球主要市场。展望2026年， 中国的AI主题有望成为互联网行业的核心焦点，市场预期将围绕三大方向展开：首先是云基础设施、 及推理Token使用所带来的持续性收入增长；其次是AI聊天机器人之间的流量入口争夺战，主要互联网 企业正加速抢占AI时代的流量关口，以便未来生态系统的变现；最后是垂直领域的玩家透过自主训练 的专有数据AI代理，保持领先地位并加强用户黏性与变现潜力。 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 呈交日期: 2026年1月5日 I. 法定/註冊股本變動 | 1. 股份分類 | 不同投票權架構公司普通股 | 股份類別 | A | | | 於香港聯交所上市 (註1) | | 否 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | N/A | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 979,333,410 | USD | | 0.000002 | USD | | 1,958.67 | | 增加 / 減少 (-) | | | 0 | | | | USD | | 0 | | 本月底結存 | | | 979,333,410 | USD | | 0.000002 | USD | | 1,958.67 | | 2. 股份分類 | 不同投票權架構公司普通股 | 股份類別 | B | | 於香港聯交所上市 (註1) | | ...

Core Viewpoint - Jitu Express-W (01519) has seen a significant increase in stock price, rising by 5.76% to HKD 11.01, with a trading volume of HKD 318 million, following the announcement of a substantial investment in its subsidiaries Jet Global and JNT Express KSA, amounting to USD 1.056 billion [1] Group 1 - The recent acquisition is crucial for Jitu Express's growth, as the new market operations are expected to become a new growth engine for the company [1] - The increased stake will enhance decision-making efficiency due to a more concentrated shareholding structure [1] - The investment is also expected to optimize the company's shareholder structure [1] Group 2 - Analysts from Credit Lyonnais express confidence in Jitu Express's overseas expansion strategy [1] - Guosheng Securities highlights that the e-commerce boom in Southeast Asia and new markets, along with improved profitability in China, will drive significant future performance growth for the company [1]