Core Viewpoint - J&T Express-W (01519) has seen a significant increase in stock price, rising over 4% to HKD 10.5, with a trading volume of HKD 72.48 million, driven by strong order growth in the Brazilian market during the 2025 Black Friday period [1] Group 1: Order Growth - In Brazil, J&T Express experienced a remarkable breakthrough in order scale, with non-platform customer order volume increasing nearly 40% month-on-month compared to October [1] - Platform customer order volume rose approximately 25% month-on-month, and compared to the average daily level in Q3, platform orders surged by 80%, setting a new record for daily collection volume during the peak season [1] Group 2: Market Position and Growth Drivers - According to CITIC Securities, J&T Express maintains a strong market presence in Southeast Asia with a 32.8% market share in package volume for the first half of 2025, holding the top position for six consecutive years [1] - The company is shifting towards net profit improvement in the Chinese market, while the Latin American market has emerged as the strongest growth engine, with package volume in Q3 2025 increasing nearly 50% year-on-year [1] - Brazil and Mexico account for 80% of orders in Latin America, and future partnerships with leading e-commerce platforms like MELI and TTS are expected to double order growth, replicating the expansion strategy seen in Southeast Asia [1] - The company's model of deep business integration, precise solutions to local logistics challenges, and profit-sharing with agents supports its low-cost, rapid market penetration strategy [1]
港股异动 | 极兔速递-W(01519)涨超4% 巴西黑五单日订单规模显著突破 拉美市场已成公司最强增长引擎