Group 1 - Jitu Express-W (01519) saw its stock price increase by over 5%, currently trading at 10.1 HKD with a transaction volume of 562 million HKD [1] - The price floor for express delivery services has been raised in various regions, including a 0.1 RMB increase in Yiwu and a 0.4 RMB increase in Guangdong, leading to a national trend of price hikes [1] - Reports indicate that from September, the price increase trend has expanded to multiple provinces, including Jiangsu, Jiangxi, Hunan, Hubei, Henan, Anhui, Beijing-Tianjin-Hebei, and Liaoning [1] Group 2 - According to Zheshang Securities, the rapid growth of e-commerce GMV in Southeast Asia, along with the increasing market share of TikTok, is strengthening Jitu's market position in the region [1] - The company has entered new markets in the Middle East and Latin America since 2022, where e-commerce penetration remains low, suggesting potential for high growth by replicating its Southeast Asian success [1] - The price increases in the Chinese market are expected to enhance Jitu's earnings elasticity, potentially leading to better-than-expected profit recovery in the second half of the year [1]
港股异动 | 极兔速递-W(01519)午后涨超5% 东南亚市占提升新市场潜力巨大 反内卷有望提振国内利润