智通财经APP获悉，顺丰同城(09699)涨超20%，截至发稿，涨20.4%，报10.86港元，成交额1.13亿港元。
消息面上，据“顺丰同城黑板报”消息，顺丰同城“五一”期间全场景业务单量同比增长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”配送单量同比增长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。
国元国际近期研报指出，公司持续探索无人配送技术，启动配送业务第二增长引擎。此外，顺丰同城上半年上线“丰配云”即时物流系统，通过技术赋能并巩固了公司行业领先地位，体现了公司作为第三方即配平台在即时零售生态中的核心价值。该行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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