物流三国时代启幕:“顺丰+极兔”,能对抗通达系+菜鸟和京东系吗?

去消费pro
Jan 16

顺丰极兔联手 物流行业的“连横合纵”2026 年成了中国物流行业格局真正洗牌的起点。之前几年,虽然也有并购整合,但整体还是“春秋混战”的感觉,顺丰、极兔、京东物流这些巨头各占一摊,在不同领域维持着相对平衡的局面。可到了2026年初,两件大事彻底打破了这份平静:顺丰和极兔以83亿港元对等交易实现战略互持股,京东物流则溢价35%全面收购德邦并推动退市。物流不再是单家公司在某个细分赛道里单打独斗,而是...

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