今日盘中，顺丰同城（09699）股价大涨5.34%，引发市场关注。这一显著涨幅或与公司近期公布的强劲年度业绩密切相关。
根据公司最新发布的财报，顺丰同城去年全年收入增长27.1%至157.46亿元人民币，盈利大幅增长1.6倍至1.3亿元人民币。公司业绩表现优异主要得益于三大因素：首先，公司坚持中立开放的市场定位并提供全场景服务，推动订单量持续增长；其次，优质客户收入贡献显著提升；最后，网络规模经济效益扩大，促使毛利率及费用率持续改善。值得注意的是，公司毛利率已连续七年上升，最新达到6.8%。
与行业同业相比，顺丰同城的表现更为出色。公司收入增长幅度高于美团、闪送及达达，后两者收入甚至出现倒退。盈利方面，顺丰同城自2023年开始录得盈利后，连续两个财年盈利均实现倍增，而达达和闪送2024年业绩仍然亏损。公司在商家合作、地域覆盖和技术创新等方面的持续努力，为其业绩增长提供了强劲动力。市场对顺丰同城的长期发展前景持积极态度，这可能是推动今日股价大涨的主要原因。
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