《即时配送第三方这场仗是不是大局已定》 ——顺丰同城财报背后的行业终局逻辑

砍柴网
29 Mar

一、顺丰同城:规模与盈利双碾压,第三方即配格局初定顺丰同城2024年以157.46亿元收入稳居行业榜首,远超达达秒送(58亿)与闪送(44.6亿)总和,其净利润同比激增161.8%至1.33亿元,毛利率连续七年攀升至6.8%。作为独立第三方平台,顺丰同城全场景覆盖能力(餐饮、商超、医药等)和下沉市场爆发式增长(县域收入同比增121%),构筑了对手难以复制的壁垒。达达的困境则凸显行业分化:如退市并入...

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