顺丰同城:多场景需求高增 规模效益持续释放

申万宏源研究
01 Apr

事件:顺丰同城发布2024 年年报,2024 年实现营业收入人民币157.46 亿元,同比增长27.11%,其中同城配送服务的收入增长23.5%至人民币91.21 亿元,最后一公里配送服务的收入增长32.5%至人民币66.25 亿元;24 年公司归母净利润达到人民币1.32 亿元,同比增长161.80%。业绩符合预期。KA 客户增长强劲、下沉市场及非餐场景业务收入规模高增带动公司同城配送业务收入...

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