大和首次覆盖顺丰同城，予“买入”评级及目标价24港元。该行认为公司可实现收入增长，因其在食品类及非食品类的市场均有机会，且使用无人车可有助成本优化，而市场尚未考虑到这一因素。 报告指，在消费者日益注重方便度及用户体验下，顺丰同城的配送服务已由食品配送扩张至不同产品及服务。而近期外卖平台的竞争加剧，并透过加大推广以提高市场份额，将间接带动集团的订单量。再者，虽然非食品配送服务发展仍处于早期阶段，但该行相信食品配送业务市场成熟的消费者习惯，可延伸至非食品配送服务。 除了规模效应有助改善盈利能力外，该行认为使用无人车亦有助节省成本，估算营运一架无人车的年均成本为2.78万元，远低于一名骑手一年约8.4万元的薪酬。因此，该行认为如集团的无人车队扩大，有助拉匀每单位成本。而集团现时共营运200辆无人车。
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