大行评级|里昂:顺丰同城上半年业绩表现强劲 目标价上调至16.2港元

格隆汇
Sep 01

里昂发表研究报告指,顺丰同城上半年业绩表现强劲,收入及纯利分别增长49%及120%,净利润率由去年同期的0.9%提升至1.3%,主要来自于关键客户增长、外卖价格竞争带动订单量强劲增长及与顺丰控股在最后一公里配送加强合作的驱动。 里昂将顺丰同城2025至2027年净利润预测上调4%至34%,以反映对同城配送及最后一公里配送服务更快收入增长预期,预期公司凭借稳健的物流能力,可捕捉到持续增长的市场需求,目标价从10.8港元上调至16.2港元,维持“跑赢大市”评级。

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