Understanding the Market | J&T EXPRESS-W rose over 4%, with a 23.5% year-on-year increase in parcel volume in the second quarter and strong growth in the Southeast Asian market
J&T EXPRESS-W's stock price rose by more than 4%, with an increase of 4.62% as of the time of writing, reported at HKD 8.38, with a trading volume of HKD 423 million. The company's data for the second quarter of 2025 shows that the parcel volume increased by 23.5% year-on-year, reaching 7.39 billion pieces, with an average daily parcel volume of 81.2 million pieces. The Southeast Asian market performed particularly strongly, with a year-on-year parcel volume growth of 65.9%. CITIC Securities' research report predicts that J&T EXPRESS's growth momentum will continue, especially driven by e-commerce platforms
According to Zhitong Finance APP, J&T EXPRESS-W (01519) rose over 4%, with a current increase of 4.62%, priced at HKD 8.38, and a transaction volume of HKD 423 million.
In terms of news, J&T EXPRESS recently announced its key operating data for the second quarter and first half of 2025. As of June 30, 2025, the company achieved a total parcel volume of approximately 7.39 billion pieces in the second quarter, a year-on-year increase of 23.5%; with an average daily parcel volume of 81.2 million pieces. In the first half of 2025, the total parcel volume reached 13.99 billion pieces, a year-on-year increase of 27%; with an average daily parcel volume of 76.9 million pieces. In the second quarter of this year, J&T achieved strong growth in the Southeast Asian market, with a parcel volume of approximately 1.69 billion pieces, a year-on-year increase of 65.9%, marking the highest quarterly growth rate since the company went public.
CITIC Securities' research report pointed out that J&T EXPRESS's growth momentum is expected to continue, maintaining stable year-on-year unit profitability due to its scale and operational experience in the Chinese market. The report indicated that in the second quarter of this year, the parcel volume in Southeast Asia/China/emerging markets grew by 66%/15%/24% year-on-year, respectively. The Southeast Asian business benefited from strong growth in e-commerce platforms (such as TikTok Shop, Temu, and SHEIN) and market share gains from price reductions
