港股异动 | 顺丰同城(09699)涨近4% 双节即时配送需求激增 公司构建稀缺运力壁垒

智通财经
Oct 16

智通财经APP获悉,顺丰同城(09699)涨近4%,截至发稿,涨3.96%,报13.38港元,成交额1310.95万港元。

消息面上,据国内最大的第三方即配平台顺丰同城统计数据显示,"十一"期间,其日均同城配送单量同比去年增长63%,其中饮品日均单量同比增长168%;快餐、商超百货及珠宝等贵重物品日均单量同比双高位数增长。与此同时,"文旅+即配"模式为各地游客带来出游新体验,哈尔滨、汕尾、景德镇、呼和浩特等热门旅游目的地日均单量呈现数倍增长。适逢双节,"1对1急送"高时效服务备受礼赠等需求青睐,中秋当日,其"独享专送"单量同比去年增超5倍。

长江证券此前指出,顺丰同城依托顺丰品牌优势,为垂直行业提供定制化解决方案,其服务质量、订单规模好于其他第三方运力平台,正中品牌商对于全渠道拓展、高品质配送的下怀。同时,公司与顺丰集团协同推动末端降本,即时零售与快递揽派时间错峰互补,最后一公里服务为公司积累订单规模并提高骑手人效。该行认为,伴随即时零售高速增长及流量多极化趋势延续,公司盈利有望加速释放。

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