顺丰同城盘中涨超7% 即时配送行业需求高增外卖补贴战显著带动集团订单量

智通财经2025-07-21

顺丰同城(09699)盘中涨超7%，截至发稿，涨5.24%，报17.68港元，成交额2.18亿港元。消息面上，7月18日，国家市场监管总局约谈饿了么、美团、京东三家企业，明确要求其停止非理性竞争行为。据科创板日报报道，尽管监管层已出手干预，外卖及即时零售平台补贴大战降温幅度有限。记者注意到，目前部分平台仍在提供“高额券”补贴。申万宏源此前发布研报称，即时配送行业需求高增，自5月13日“618大促”...

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顺丰同城盘中涨超7% 即时配送行业需求高增 外卖补贴战显著带动集团订单量

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顺丰同城盘中涨超7% 即时配送行业需求高增外卖补贴战显著带动集团订单量