港股异动 | 顺丰同城涨近8%，月内股价累涨逾60%！公司有望受益即时零售竞争升级
5月28日，顺丰同城盘中涨近8%，月内股价累涨超60%。
消息面上，顺丰同城数据显示，今年“五一”期间全场景业务单量同比增长87%，其中商超百货单量同比激增177%，饮品单量同比增长106%，“最后一公里”配送单量同比增长102%；母亲节当天鲜花配送单量环比前日增超6倍；商超百货品类单量同比去年增长161%，饮品配送单量同比增长143%；520当天，鲜花单量环比前日增长超9倍。饮品单量同比增长143%，快餐单量同比增长98%。
民生证券近期发布研报称，顺丰同城是国内规模最大的第三方即时配送服务平台，全面覆盖新消费时代的四大主要场景-餐饮外卖、同城零售、近场电商和近场服务。该行指出，即配市场具备广阔发展和空间。25年2月京东入局外卖行业，与美团、饿了么开展即配领域竞争，开启即时消费市场“三国杀”，或为中游即配市场创造发展机遇。公司为第三方即配龙头，即配行业具备较强的成长性，看好公司中长期发展。
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