HK Stock Market Move | J&T EXPRESS-W(01519) rose by over 4%, with single day orders in Brazil on Black Friday seeing a significant breakthrough. The Latin American market has become the company's strongest growth engine.

J&T EXPRESS-W(01519) rose over 4%, as of the time of writing, it was up 4.07% to 10.5 Hong Kong dollars, with a turnover of 72.4794 million Hong Kong dollars. On the news front, according to market news on December 9, during Black Friday 2025, J&T EXPRESS saw a significant breakthrough in order volume in the Brazilian market. Data shows that compared to October, the order volume from non-platform customers increased by nearly 40% month-on-month, while the order volume from platform customers increased by about 25%. Compared to the daily average level in the third quarter, the increase in platform orders reached 80%, leading to J&T EXPRESS in Brazil breaking its record for daily collection volume during the peak season. China Securities Co., Ltd. pointed out that the company's Southeast Asia market has a stable foundation (25H1 parcel volume market share of 32.8%, ranking first for six consecutive years), the net profit in the Chinese market is improving, and the Latin American market has become the strongest growth engine. The parcel volume in the Latin American market surged by nearly 50% year-on-year in 25Q3, with Brazil and Mexico contributing 80% of the orders in Latin America. After binding with top e-commerce platforms such as MELI/TTS, the order growth rate is expected to double, replicating the expansion path in Southeast Asia this year. The "deep integration of commercial flow + precise solution to local logistics pain points + agency profit sharing" model supports its rapid market penetration at low cost.