智通财经APP获悉，顺丰同城(09699)涨超7%，月内股价累涨超三成。截至发稿，涨7.6%，报10.76港元，成交额1.68亿港元。
消息面上，近期淘宝等多平台加入“外卖大战”，淘宝“小时达”升级为“闪购”，并联合饿了么推出“超百亿补贴”，进一步带动“外卖”过节热潮，为第三方即配带来增长机遇。据顺丰同城数据，其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%，美妆、母婴等品类单量同比高双位数增长。今年“五一”期间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%。
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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