异动解读 | 顺丰同城盘中大涨5.02%,中期业绩超预期推动股价上扬

异动解读
Aug 29

顺丰同城(09699)今日盘中大涨5.02%,引发市场关注。这一显著涨幅主要受到公司发布的2025年中期业绩报告的积极影响。

根据公司公告,顺丰同城2025年上半年营收首次突破百亿元大关,达到102.36亿元人民币,同比增长48.8%。更为亮眼的是,公司净利润同比增长120.4%,达到约1.37亿元人民币,创历史新高。这一出色的业绩表现主要得益于餐饮外卖及即时零售行业的快速增长,带动了即时配送需求的大幅提升。期内,公司同城配送服务订单量同比增长超过50%。

分析人士指出,顺丰同城作为中国最大的第三方即时配送服务提供商,其"独立第三方+全场景"的定位优势日益凸显。公司不断优化业务结构,加强与优质客户的合作,同时通过科技创新和精益管理提升运营效率,这些因素共同推动了公司的高质量增长。市场普遍认为,随着即时配送需求的持续增长,顺丰同城有望继续保持强劲的增长势头。

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