智通财经APP获悉，顺丰同城(09699)再涨超7%，截至发稿，涨6%，报9.18港元，成交额6875.76万港元。
消息面上，据顺丰同城数据，“五一”期间其全场景业务单量同比去年增长87%，其中商超百货单量同比激增177%，饮品单量同比增长106%，药品、数码、美妆、母婴等品类同比高双位数增长，“最后一公里”配送订单同比增长102%。此外，顺丰同城针对文旅即配场景推出专属方案，个人消费者服务在潮州、大理等多个三四线城市表现突出，C端单量同比增长数倍至数十倍。
国元国际指出，2024年顺丰同城实现营业收入157.46亿元，同比增长27.1%，连续七年保持两位数增长；净利润达1.33亿元，同比增长161.8%，净利率从2023年的0.4%提升至0.8%，盈利改善趋势显著。毛利率提升至6.8%，主要受益于订单量增长带来的规模效应及网络效率优化。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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