顺丰同城(09699)盘中涨超8%，截至发稿，涨6.09%，报14.29港元，成交额1.35亿港元。 消息面上，据中国邮政官网信息，9月初，中国邮政速递物流股份有限公司发布2025年无人车租赁集中 采购项目招标公告，总规模高达7000台创下行业纪录。值得注意的是，6月3日，顺丰同城宣布无人车运 营规模已增至200台，服务网络覆盖全国38个主要城市，5月全国月度活跃路线已突破万条，且已在跨城 公域、私域物流实现盈利。 交银国际发布研报称，顺丰同城上半年收入102亿元人民币，同比增49%，高于该机构预期16%，其中 同城/最后一公里配送业务分别增43%/57%，超预期得益于餐饮外卖和即时零售行业快速增长带来配送 需求增加。该行认为，顺丰同城仍是外卖补贴战的受益方之一，在未来补贴回归理性，业务空间仍大， 考虑到长期其与顺丰的业务协同持续加深，无人车配送规模化落地持续降低成本，该机构维持公司"买 入"评级，上调目标价至15.4港元。 ...

Core Viewpoint - The article highlights significant movements in the Hong Kong and US stock markets, focusing on specific companies and their recent performance, driven by various strategic announcements and market conditions. Hong Kong Stock Market Summary - China General Nuclear Power Corporation (01164) rose over 6% following US Energy Secretary Chris Wright's suggestion to consider expanding strategic uranium reserves, indicating potential upward price adjustments for uranium [1] - Yunfeng Financial (00376) fell over 18% after announcing a rights issue at a discount of approximately 16.8%, aiming to raise about HKD 1.15 billion [1] - GCL-Poly Energy Holdings (03800) increased over 2% as it plans a rights issue at a discount of about 8.73%, targeting net proceeds of HKD 5.392 billion for structural adjustments in polysilicon production [1] - Lion Group Holding (02562) surged over 6% after signing a letter of intent to acquire a leading AI and blockchain company, expanding its digital finance footprint [1] - Pharmaron Beijing Co., Ltd. (02617) skyrocketed over 53% after being included in the Hong Kong Stock Connect list, with a cumulative increase of nearly 10 times since its inclusion, and northbound investors adding over HKD 300 million in two days [1] - Anta Sports Products (02020) rose over 2% as retail sales of sports goods showed rapid growth in the first eight months, indicating marginal improvement in sales [1] - SF Technology (09699) increased over 5% after launching its "SoFast" brand in Macau, marking a significant step in its overseas business expansion [1] - Shanghai Fudan (01385) rose over 6% as Morgan Stanley reported the company is well-prepared for supply chain disruptions, with limited demand impact expected [2] - Tianyue Advanced (02631) increased over 1% after being included in the Hong Kong Stock Connect, with silicon carbide expected to see new market growth [2] - Valiant Co., Ltd. (09887) rose over 10% after announcing the completion of the first patient dosing in a trial for its core product LBL-024 for melanoma [2] US Stock Market Summary - Tesla (TSLA.US) rose 3.56% as the head of its German factory announced an increase in production plans for Q3 and Q4 due to strong sales data [3] - NVIDIA (NVDA.US) fell 0.04% as it faces further investigation for violating antitrust laws [3] - Hesai Technology (HSAI.US) increased 4.31% after announcing a partnership with a leading US Robotaxi company, securing over USD 40 million in lidar orders [3] - XPeng Motors (XPEV.US) rose 2.20% after formalizing a deep cooperation with Magna Steyr in Austria, marking the start of local production in Europe [3] - NIO (NIO.US) increased 4.34% as it announced the NIO Day 2025 event, scheduled for September 20, where the new ES8 will be launched [3] - Apple (AAPL.US) rose 1.12% as Morgan Stanley reported that demand for the iPhone 17 series exceeded that of the previous year's iPhone 16 series during its first week of launch [4] - Fangdd Network Group (DUO.US) fell 9.17% following the National Bureau of Statistics' report indicating a decline in residential property prices in August [3] - Alibaba (BABA.US) rose 1.92% ahead of the 2025 Cloud Summit scheduled for September 24-26 in Hangzhou [4] - ASML Holding (ASML.US) increased 6.56% after announcing a EUR 1.3 billion investment in French AI startup Mistral AI, becoming its largest shareholder [4] - Bilibili (BILI.US) rose 6.40% as it announced the upcoming public test of its new strategy card game, "Three Kingdoms: Hundred Generals Card" [4] - Oracle (ORCL.US) increased 3.41% as management disclosed that its cloud infrastructure revenue is set to experience steep growth [4]

智通财经APP获悉，顺丰同城(09699)盘中涨超8%，截至发稿，涨6.09%，报14.29港元，成交额1.35亿港 元。 消息面上，据中国邮政官网信息，9月初，中国邮政速递物流股份有限公司发布2025年无人车租赁集中 采购项目招标公告，总规模高达7000台创下行业纪录。值得注意的是，6月3日，顺丰同城宣布无人车运 营规模已增至200台，服务网络覆盖全国38个主要城市，5月全国月度活跃路线已突破万条，且已在跨城 公域、私域物流实现盈利。 交银国际发布研报称，顺丰同城上半年收入102亿元人民币，同比增49%，高于该机构预期16%，其中 同城/最后一公里配送业务分别增43%/57%，超预期得益于餐饮外卖和即时零售行业快速增长带来配送 需求增加。该行认为，顺丰同城仍是外卖补贴战的受益方之一，在未来补贴回归理性，业务空间仍大， 考虑到长期其与顺丰的业务协同持续加深，无人车配送规模化落地持续降低成本，该机构维持公司"买 入"评级，上调目标价至15.4港元。 ...

Core Viewpoint - SF Express City (顺丰同城) has successfully expanded its "SoFast" brand into Macau, marking a significant step in its overseas business development after launching in Hong Kong last year [1] Group 1: Business Expansion - The launch of "SoFast" in Macau is a strategic move to enhance its presence in the international market [1] - SF Express City has formed a strategic partnership with Macau's largest local service platform, "澳觅APP," to provide efficient and convenient same-city delivery services [1] - This collaboration aims to promote the digital upgrade of local life services in Macau [1] Group 2: Financial Outlook - Daiwa has maintained a target price of HKD 20 for SF Express City and reiterated a "Buy" rating [1] - Daiwa has raised its earnings per share forecast for SF Express City for the years 2025-2027 by 6-7%, indicating better-than-expected revenue prospects [1] - The management anticipates that revenue will more than double starting from 2025, reflecting a positive long-term growth outlook [1] Group 3: Market Demand - The demand for instant delivery services is on the rise, and the company is expected to continue releasing profit elasticity [1]

Core Viewpoint - SF Express City (顺丰同城) has made significant progress by launching its "SoFast" brand in Macau, marking an important step in its overseas business expansion after entering Hong Kong last year [1] Group 1: Business Expansion - The launch of "SoFast" in Macau is a strategic move to enhance its presence in the international market [1] - SF Express City has partnered with Macau's largest local service platform, "澳觅APP," to provide efficient and convenient same-city delivery services [1] Group 2: Financial Outlook - Daiwa has maintained a target price of HKD 20 for SF Express City and reiterated a "Buy" rating, indicating confidence in the company's growth potential [1] - Daiwa has raised its earnings per share forecast for SF Express City for 2025-2027 by 6-7%, reflecting better-than-expected revenue prospects [1] - The management expects revenue to more than double starting from 2025, indicating a positive long-term growth outlook [1] Group 3: Market Demand - There is a favorable trend in demand for instant delivery services, which is expected to continue benefiting the company's profitability [1]

Core Insights - SF Express's subsidiary, SF City, has officially launched its "SoFast" brand in Macau, marking a significant expansion of its overseas business following its entry into Hong Kong last year [1][3] Group 1: Strategic Partnerships - SF City has formed a strategic partnership with Macau's largest local service platform, "Aomi APP," to integrate resources and enhance delivery services for local merchants and users [3] - The collaboration aims to promote digital upgrades in Macau's local lifestyle services [3] Group 2: Service Offerings - "SoFast" will provide a comprehensive business matrix targeting both businesses (To B) and consumers (To C), covering a wide range of categories including food, flowers, and electronics, with delivery times as fast as one hour [3][4] - The service will be accessible through multiple channels, including the Aomi APP and SF Express APP, allowing users to experience point-to-point delivery services [3] Group 3: Market Potential - There is a growing demand for rapid and timely delivery services among Macau consumers, indicating significant growth potential in the local instant delivery market compared to mainland China [3][4] - SF City aims to leverage its successful experience in mainland China to enhance its service offerings in the Hong Kong and Macau regions, potentially expanding into other overseas markets in the future [4]

澳门商户可通过顺丰同城商家版下单；消费者用户通过"澳觅APP"或"顺丰速运(SF-EXPRESS APP)"选择"顺丰同城"服务，便可体验到顺丰同城提供的点到点 全品类即时配送服务，初期配送范围覆盖澳门半岛。凭借更快速、稳定的配送体验，顺丰同城将进一步满足澳门居民对"即想即得"消费模式的需求。 近年来，随着澳门本地生活平台服务的持续渗透，澳门消费者对快速配送和准时送达的需求持续提升，相较内地，港澳地区即配市场仍存在明显增长空间。 顺丰同城有望在港澳地区进一步对标其内地服务，接入更多商户端品牌自营APP、外卖平台等，拓展个人用户端的"取送买办"服务，并与顺丰集团继续深度 协同和运力融合，推进"最后一公里"业务并共同打造"一体化供应链解决方案"，为商户、用户及各大商流平台、物流平台等提供全场景、规模化、全天候的 专业服务，并通过对餐饮外卖、同城零售、近场电商和近场服务全覆盖，承接更多元化渠道订单，进一步发挥其在内地积累的全场景第三方即配模式成功经 验，为港澳地区即时配送市场注入新活力。 近日，中国规模最大的第三方即时配送平台顺丰同城(9699.HK)以"SoFast"品牌正式登陆澳门，这也是继去年7月"SoFas ...

北京商报讯(记者何倩)9月15日，北京商报记者从顺丰同城获悉，近日顺丰同城以"SoFast"品牌正式登陆 澳门，去年7月"SoFast"已登陆香港。据了解，此次"SoFast"登陆澳门，顺丰同城已与澳门本地生活服务 平台"澳觅App"达成战略合作，双方将整合各自资源优势，为澳门商户和用户提供同城即配一站式服 务。 ...

Group 1 - The core point of the article is that the third-party instant delivery platform SF Express City has launched its "SoFast" brand in the Macau Special Administrative Region, marking another step in its overseas expansion after entering the Hong Kong market last July [1] - SF Express City has established a strategic partnership with "Aomi App," the largest lifestyle service platform in Macau, to enhance its service offerings [1] - The initial delivery coverage will focus on the Macau Peninsula, indicating a targeted approach to market entry [1]

日前，运动科技公司Keep与顺丰同城达成战略合作，合作涵盖线上、线下及骑士节等多个模块。 线上方面，Keep为骑手开通团队版服务"顺丰同城骑士运动圈"，不仅能够为骑士提供课程资源，还可 以展示骑士运动数据排名，增加骑士的运动激励与成就感。具体操作上，骑士可从顺丰同城骑士APP 内"骑士健康"专栏入口进入，下载Keep APP，继而通过Keep APP完成指定运动任务。据预测，顺丰 同城骑士带来的运动日活可达3万人规模。 今年2月初，Keep创始人王宁在公司成立10周年之际表示，公司未来要全力All in AI，基于十年的运 动数据积累与沉淀，让在线健身从推荐走向生成，持续引领运动科技行业。 据此前公开信息，2025年Keep计划将对App 8.0版本再一次升级迭代，将上线全新 9.0 AI 版本，在大 模型的推动下，全力打造智能时代下的 AI Agent。同时，Kinetic.ai为Keep 研发的运动健康垂类专属 模型，为行业首发。这一模型为Keep基于基于大量的运动数据和运动专业知识的沉淀，以及基座模型 基础上训练和优化后发布，在运动健康垂类领域有更专业的表现。 此外，Keep已与2025年上半年实现盈利 ...