Core Insights - Jitu Express (01519) reported a total of 13.99 billion packages processed in the first half of 2025, representing a year-on-year growth of 27.0% [1] - The company achieved revenue of approximately $5.499 billion, a year-on-year increase of 13.1%, with a gross profit of about $538.6 million, reflecting a growth of 0.5% [1] - Adjusted net profit reached approximately $156 million, marking a significant year-on-year increase of 147.1%, while profit attributable to owners was $86.4 million, up 213.4% [1] Group 1: Southeast Asia Performance - In Southeast Asia, the number of packages reached 3.23 billion, showing a remarkable year-on-year growth of 57.9% [2] - Market share expanded to 32.8%, an increase of 5.4 percentage points, maintaining the industry-leading position for six consecutive years [2] - Adjusted EBIT in this region was $234.6 million, a year-on-year increase of 74.0%, with adjusted EBIT per package remaining at $0.07 [2] Group 2: China Market Dynamics - In China, the company processed 10.6 billion packages in the first half of 2025, achieving a year-on-year growth of 20.0% [2] - Market share increased to 11.1%, up by 0.1 percentage points, with the company ranking 5th in the market [2] - Despite intense price competition, the company focused on optimizing customer structure and fine-tuning operational management to maintain profit resilience [2] Group 3: New Market Developments - In new markets, the company processed 170 million packages, reflecting a year-on-year growth of 21.7% [3] - Market share in these regions grew to 6.2%, an increase of 0.1 percentage points [3] - The company achieved a significant milestone by turning adjusted EBITDA positive for the first time in new markets, with a notable reduction in adjusted EBIT losses [3]
极兔速递-W公布中期业绩 经调整净利达1.56亿美元 同比增长147.1%