即刻交通 10月14日，极兔速递发布2025年第三季度经营数据汇报，报告显示，截至2025年9月30日止之第三季 度，公司总体实现包裹量约76.8亿件，同比增长23.1%；日均包裹量8340万件。 此外，极兔速递第三季度在东南亚市场业务保持增长，实现包裹量20亿件，同比增长78.7%，日均包裹 量2,170万件。新市场（包括沙特阿拉伯、阿联酋、墨西哥、巴西及埃及）方面，极兔速递第三季度实 现包裹量1.04亿件，同比升47.9%，日均包裹量113万件。 | | | | 截至9月30日止三個月 | | | --- | --- | --- | --- | --- | | | | 2025年 | 2024年 | 同比 | | 東南亞 | 包裹量(百萬件) | 1.996.8 | 1.117.3 | 78.7% | | | 日均包裹量(百萬件) | 21.7 | 12.1 | 78.7% | | 中國 | 包裹量(百萬件) | 5.575.8 | 5.051.0 | 10.4% | | | 日均包裹量(百萬件) | 60.6 | 54.9 | 10.4% | | 新市場 | 包裹量(百萬件) | 104.2 | 70. ...

作为东南亚市占据首位的快递公司，极兔第三季度在东南亚市场业务保持了强势的增长，实现包裹量20 亿件，同比增长78.7%；日均包裹量2170万件。截至2025年9月底，东南亚网点数量达到10700个，较去 年底增加900个。同时受东南亚市场包裹量快速增长的影响，干线车辆的需求也进一步提升，第三季度 东南亚干线车辆数量较去年底增加900辆至5500辆。 在竞争激烈的中国市场，第三季度极兔实现包裹量55.8亿件，同比保持双位数增长达10.4%；日均包裹 量6060万件。新市场（包括沙特阿拉伯、阿联酋、墨西哥、巴西及埃及）方面，极兔第三季度实现包裹 量1.04亿件，同比上升47.9%；日均包裹量113万件。 （文章来源：证券日报） 本报讯 （记者袁传玺）10月14日，全球物流服务运营商极兔速递环球有限公司（以下简称"极兔"， 1519.HK）公布2025年第三季度主要经营数据。2025年第三季度，极兔总体实现包裹量约76.8亿件，同 比增长23.1%；日均包裹量8340万件，各主要市场均实现双位数增长，其中东南亚及新市场增长尤为迅 猛。 ...

Core Insights - J&T Express reported a significant increase in parcel volume for Q3 2025, reaching approximately 7.68 billion parcels, a year-on-year growth of 23.1% [1] - The company maintains a strong position in the Southeast Asian market, with parcel volume reaching 2 billion, reflecting a remarkable year-on-year growth of 78.7% [1] - The new markets, including Saudi Arabia, UAE, Mexico, Brazil, and Egypt, also showed substantial growth, with parcel volume increasing by 47.9% to 10.4 million [1] Southeast Asia Market Performance - J&T Express achieved a parcel volume of 2 billion in Southeast Asia, with a daily average of 21.7 million parcels [1] - The number of operational outlets in Southeast Asia reached 10,700, an increase of 900 outlets since the end of the previous year [1] - The demand for trunk vehicles in Southeast Asia rose, with the number of vehicles increasing by 900 to a total of 5,500 [1] China Market Performance - In the Chinese market, J&T Express reported a parcel volume of 5.58 billion, maintaining a double-digit growth rate of 10.4% year-on-year [1] - The daily average parcel volume in China was recorded at 60.6 million [1] New Markets Performance - The new markets segment achieved a parcel volume of 10.4 million, with a year-on-year increase of 47.9% [1] - The daily average parcel volume in these new markets was 1.13 million [1]

在竞争激烈的中国市场，第三季度公司实现包裹量55.8亿件，同比保持双位数增长达10.4%；日均包裹 量6,060万件。新市场(包括沙特阿拉伯、阿联酋、墨西哥、巴西及埃及)方面，极兔第三季度实现包裹量 1.04亿件，同比升47.9%；日均包裹量113万件。 来源：微信公众号.棘极兔节拍 作为东南亚市占居首位的快递公司，极兔第三季度在东南亚市场业务保持了强势的增长，实现包裹量20 亿件，同比增长78.7%；日均包裹量2,170万件。截至2025年9月底止，东南亚网点数量达到10,700个， 较去年底增加900个。同时受东南亚市场包裹量快速增长的的影响，干线车辆的需求也进一步提升，第 三季度东南亚干线车辆数量较去年底增加900辆至5,500辆。 香港，2025年10月14日 ——全球物流服务运营商极兔速递 (1519.HK)公布2025年第三季度主要经营数 据。截至2025年9月30日止之第三季度，公司总体实现包裹量约76.8亿件，同比增长23.1%；日均包裹量 8,340万件，各主要市场均实现双位数增长，其中东南亚及新市场增长尤为迅猛。 ...

Core Insights - The company reported a total parcel volume of approximately 7.68 billion for Q3 2025, representing a year-on-year growth of 23.1% [1] - The average daily parcel volume reached 83.4 million, with all major markets experiencing double-digit growth, particularly in Southeast Asia and new markets [1] Southeast Asia Market Performance - As the leading express delivery company in Southeast Asia, the company achieved a parcel volume of 2 billion in this region for Q3, marking a significant year-on-year increase of 78.7% [1] - The average daily parcel volume in Southeast Asia was 21.7 million [1] - The number of service points in Southeast Asia reached 10,700 by the end of September 2025, an increase of 900 from the end of the previous year [1] - The demand for trunk vehicles in Southeast Asia also rose, with the number of vehicles increasing by 900 to 5,500 [1] Performance in China - In the competitive Chinese market, the company reported a parcel volume of 5.58 billion for Q3, maintaining a year-on-year growth of 10.4% [1] - The average daily parcel volume in China was 60.6 million [1] New Market Expansion - In new markets, including Saudi Arabia, UAE, Mexico, Brazil, and Egypt, the company achieved a parcel volume of 10.4 million in Q3, reflecting a year-on-year increase of 47.9% [1] - The average daily parcel volume in these new markets was 1.13 million [1]

极兔速递-W(01519)发布公告，于2025年第三季度，包裹量合计76.77亿件，同比增长23.1%。 于2025年前三季度，包裹量合计216.68亿件，同比增长25.6%。 ...

智通财经APP讯，极兔速递-W(01519)发布公告，于2025年第三季度，包裹量合计76.77亿件，同比增长 23.1%。 于2025年前三季度，包裹量合计216.68亿件，同比增长25.6%。 ...

Core Insights - The express delivery business volume in China has exceeded 150 billion pieces as of October 11, 2023, achieving this milestone 37 days earlier than in 2024 [1] - Significant growth is observed in the central and western regions, with express delivery revenue and volume expected to increase by 13.6% and 25.5% respectively in the first half of 2025, outpacing the national average [1]

Core Insights - The postal industry in China is experiencing robust growth, with express delivery services being the main driver of this development [1][3] Revenue and Volume Data - In August, the total revenue of the postal industry reached 142.99 billion yuan, a year-on-year increase of 4.4%, while the delivery volume was 17.62 billion pieces, growing by 10.5% [1] - Express delivery services generated a revenue of 118.96 billion yuan in August, marking a 4.2% year-on-year increase, with a volume of 16.15 billion pieces, up by 12.3% [1][4] Regional Development - The express delivery volume distribution across regions is 71.4% in the East, 19.4% in the Central, and 9.2% in the West [3] - The Central region's share of delivery volume increased by 0.9 percentage points compared to the same period last year, indicating a more balanced regional structure [3] Cumulative Data - From January to August, the postal industry accumulated a revenue of 1,161.06 billion yuan, a 7.8% year-on-year increase, with a total delivery volume of 139.92 billion pieces, up by 15.5% [4] - Cumulative revenue from express delivery services reached 958.37 billion yuan, growing by 9.2%, with a total volume of 128.2 billion pieces, an increase of 17.8% [4] Segment Analysis - The intercity express delivery segment is the main contributor, with a volume of 1,149.2 billion pieces from January to August, reflecting a 19.1% year-on-year growth and accounting for 89.6% of total express delivery volume [4] - International and Hong Kong/Macau/Taiwan express delivery volume reached 2.7 billion pieces, up by 16.2%, while same-city express delivery volume was 10.58 billion pieces, growing by 5.6% [4]

Group 1 - The core viewpoint of the articles highlights the steady growth of China's express delivery industry, with a total business volume of 128.2 billion pieces from January to August, representing a year-on-year increase of 17.8% [1] - In August alone, the express delivery volume reached 16.15 billion pieces, showing a year-on-year growth of 12.3% [1] - The postal industry's total revenue for the same period amounted to 1,161.06 billion yuan, reflecting a year-on-year increase of 7.8%, while express delivery revenue reached 958.37 billion yuan, up by 9.2% [1] Group 2 - The express delivery market is expanding steadily, supported by improved comprehensive capacity and enhanced integration with upstream and downstream industries, which is crucial for stable economic performance [1] - The growth in express delivery services is particularly driven by the harvest season of specialty agricultural products, with a notable increase in the delivery volume of fruits, seafood, and mushrooms [1] - Major express companies are investing in air and high-speed rail resources to enhance cold chain logistics capabilities, ensuring timely delivery of local specialty products nationwide [1] Group 3 - The regional development of express delivery services is becoming more balanced, with the eastern, central, and western regions accounting for 71.4%, 19.4%, and 9.2% of the total business volume, respectively [2] - Compared to the same period last year, the central region's share of express delivery volume increased by 0.9 percentage points, while the western region's share rose by 0.5 percentage points [2]