智通财经APP获悉，顺丰同城(09699)再涨近4%，截至发稿，涨3.8%，报14.74港元，成交额4237.62万港元。
中金认为，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该行预期。顺丰同城此前披露数据显示，今年“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%，“最后一公里”配送单量同比增长102%；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%；520当天，鲜花单量环比前日增长超9倍。饮品单量同比增长143%，快餐单量同比增长98%。
汇丰发布研报，认为市场高估了顺丰同城因食品配送市场激烈竞争而引发的成本压力，同时低估了其收入增长势头。集团今年劳动节的订单量同比急升87%，当中尾程运送同比增长1.02倍。该行将2025至26年收入预测上调11%至15%，以反映自订派件服务的渗透率改善和市场集中度提高。
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