异动解读 | 顺丰同城半年度营收破百亿 股价盘中大涨5.02%

异动解读
Aug 29

顺丰同城(09699)今日盘中大涨5.02%,引发市场广泛关注。这一显著涨幅主要源于公司昨日晚间发布的2025年中期业绩报告,其优异表现超出市场预期。

据公告,顺丰同城2025年上半年营收首次突破百亿大关,达102.36亿元人民币,同比增长48.8%。净利润同比大增120.4%至1.37亿元,创历史新高。经调整净利润约1.6亿元,同比增长139.0%。这一亮眼业绩主要得益于餐饮外卖及即时零售行业的快速增长,带动同城配送服务订单量同比增长超50%。此外,公司业务结构优化、优质客户贡献增加,以及科技和精益管理推动运营效率提升,也是推动业绩增长的重要因素。

作为中国最大的第三方即时配送服务提供商,顺丰同城在激烈的行业竞争中持续领跑。公司积极布局AI技术和无人车配送,截至6月底已有超过300台无人车投入日常运营,覆盖全国60多个城市。分析人士认为,顺丰同城凭借其全场景服务能力和技术创新优势,有望在快速增长的即时配送市场中继续保持领先地位,为股东创造更多价值。

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