物流新局:顺丰极兔结盟,能否在三大阵营中突围开启新篇章?

ITBEAR科技资讯
Jan 21

中国物流行业正经历一场前所未有的格局重塑。2026年初,顺丰与极兔以83亿港元对等股权置换达成战略联盟,京东物流则以35%溢价完成对德邦的全资收购并推动其退市。这两起标志性事件标志着行业从“诸侯割据”转向“阵营对抗”,顺丰+极兔的“弹性联盟”、京东系的“深度整合”、通达系+菜鸟的“生态绑定”三大势力正式形成,竞争维度从单一价格战升级为全链条生态博弈。行业存量竞争的特征已愈发明显。国家邮政局数据显示...

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