Core Insights - J&T Express reported strong growth in parcel volume for Q2 and the first half of 2025, with Q2 parcel volume reaching approximately 7.39 billion, a year-on-year increase of 23.5% [1] - The company achieved a total parcel volume of 13.99 billion in the first half of 2025, reflecting a 27% year-on-year growth [1] - J&T Express maintained its position as the leading express company in Southeast Asia for five consecutive years, with Q2 parcel volume in the region reaching about 1.69 billion, a remarkable 65.9% increase [1][2] Performance Metrics - Daily average parcel volume for Q2 was 81.2 million, while the first half recorded a daily average of 76.9 million [1] - In Southeast Asia, the daily average parcel volume for Q2 was 18.5 million, and for the first half, it was 17.7 million [1] - The company’s Southeast Asia parcel volume for the first half of 2025 grew by 57.9% to 3.23 billion [1][2] Strategic Collaborations - The strong performance in Southeast Asia is attributed to strategic partnerships with major e-commerce platforms, local brands, and various industry clients, leading to mutual growth [2] - Increased promotional activities and a wider range of product offerings from e-commerce platforms significantly boosted business volume [2] - J&T Express has successfully positioned itself as an independent enabler for e-commerce, leveraging high-quality services to capitalize on the overall growth of the e-commerce sector in the region [2]
港股异动 | 极兔速递-W(01519)高开逾3% 上半年总包裹量再创新高 电商赋能驱动东南亚业务高增