顺丰同城午前涨近10% 机构指公司业务增长与盈利预期向好

新浪港股01-23

热点栏目自选股数据中心行情中心资金流向模拟交易客户端　　顺丰同城（09699）午前股价上涨9.83%，现报16.09港元，成交额1.32亿港元。　　申万宏源指出，即时零售领域的竞争更加合规化，有望驱动品类从餐饮、茶饮向更高客单价品类发展，给物流侧带来更多增长空间。高频补贴已成功培养用户消费习惯，其投入力度的加大将直接拉动即时配送订单量规模增长，成为行业需求增量的关键来源。 ...

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Institutions pointed out that the company's business growth and profit expectations were improving","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"09699":1.5},"content_text":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n　　顺丰同城（09699）午前股价上涨9.83%，现报16.09港元，成交额1.32亿港元。\n　　申万宏源指出，即时零售领域的竞争更加合规化，有望驱动品类从餐饮、茶饮向更高客单价品类发展，给物流侧带来更多增长空间。高频补贴已成功培养用户消费习惯，其投入力度的加大将直接拉动即时配送订单量规模增长，成为行业需求增量的关键来源。\n　　据悉，在2026年元旦假期期间，公司同城配送日均单量同比去年增长55%，其中饮品单量同比翻倍、快餐单量同比增超90%；商超百货、美妆、数码等品类单量均实现同比高双位数增长，餐饮及非餐全场景单量高增，为节日消费与商业运转提供支撑。申万宏源认为，平台竞争利好第三方物流服务商。顺丰同城独立第三方价值显著，受益外卖大战单量外溢，业务增长与盈利预期向好。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：卢昱君","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.43.1","shortVersion":"4.43.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2605428247","isCrawlerRequest":true}