顺丰同城本月累涨近40%！即时消费市场竞争加剧，第三方即时配送平台有望显著受益
5月20日，顺丰同城再涨6%，该股本月累涨近40%！即时消费市场竞争加剧，第三方即时配送平台有望显著受益。
消息面上，2月京东入局外卖行业，与美团、饿了么开展即配领域竞争。民生证券指出，即时消费市场“三国杀”，或为中游即配市场创造发展机遇。中金公司指出，据Questmobile数据，4月顺丰同城骑手端日均使用次数同比增长40%，公司在外卖与最后一公里配送需求增长催化下，即时配送行业需求或好于预期。
国元国际近日指出，顺丰同城作为独立第三方平台，将公司积累的智能调度、全流程管理和大数据分析能力模块化输出，帮助商家及中小物流企业低成本接入高效即配服务，解决了传统即配模式中订单分散、管理低效和履约成本高的痛点。看好公司目前在即时配送市场的第三方地位及行业商业化潜力。
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