市场审视即配平台价值 中金重估顺丰同城目标价13.5港元

北京商报
18 May

北京商报讯(记者赵述评)即时配送赛道,价格战正在挤压产业链利润,从业者积极应对。自5月8日以来,港股顺丰同城(9699.HK)逆势走强,累计涨幅超30%,期间最大涨幅超41%,成为即时配送板块的领涨标的。这一现象背后,或是市场对第三方即时配送平台稀缺价值的重新审视,流量多极化的竞争下,中立的运力基础设施反而成受益者。  外卖价格竞争暴露了实即时零售万亿市场的现状,平台自有运力难以满足全品类、全时段...

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