---
title: "《大行》大摩降极兔速递目标价至 9.1 元 维持「与大市同步」评级"
description: "大摩发表报告指，极兔速递上半年业绩因中国市场竞争加剧而未达预期，但东南亚及新兴市场的增长前景似乎未受影响。该行将极兔速递 2025 至 2027 年经调整净利润预测分别下调 17%、8% 及 16%，目标价由 9.5 元下调至 9.1 元，维持「与大市同步」评级，因估值处于合理水平。"
type: "news"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/255411307.md"
published_at: "2025-09-01T06:37:09.000Z"
---

# 《大行》大摩降极兔速递目标价至 9.1 元 维持「与大市同步」评级

> 大摩发表报告指，极兔速递上半年业绩因中国市场竞争加剧而未达预期，但东南亚及新兴市场的增长前景似乎未受影响。该行将极兔速递 2025 至 2027 年经调整净利润预测分别下调 17%、8% 及 16%，目标价由 9.5 元下调至 9.1 元，维持「与大市同步」评级，因估值处于合理水平。

大摩发表报告指，极兔速递 (01519.HK) 上半年业绩因中国市场竞争加剧而未达预期，但东南亚及新兴市场的增长前景似乎未受影响。

该行将极兔速递 2025 至 2027 年经调整净利润预测分别下调 17%、8% 及 16%，目标价由 9.5 元下调至 9.1 元，维持「与大市同步」评级，因估值处於合理水平。

### Related Stocks

- [01519.HK - 极兔速递-W](https://longbridge.com/zh-CN/quote/01519.HK.md)

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