顺丰同城:即时配送需求增长或好于预期 上调收入预测

中金公司
15 May

公司近况近期公司公告:顺丰同城“五一期间”全场景业务单量同比+87%,其中商超百货单量同比+177%,饮品单量同比+106%,“最后一公里”配送单量同比+102%。此外,据Questmobile数据,4 月顺丰同城骑手端日均使用次数同比增长40%。我们认为在外卖与集团最后一公里配送需求增长催化下,即时配送行业需求或好于我们预期。评论外卖行业业务量增长催化即时配送履约需求,公司同城配送To B 业务...

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