Core Viewpoint - The article highlights the significant role of instant delivery services, particularly represented by SF Express's subsidiary, SF City, in enhancing consumer experiences during the Chinese New Year, driven by the festive consumption surge [1][2][3] Group 1: Market Performance - On the first trading day of the Year of the Snake, the Hong Kong stock market experienced fluctuations, with the Hang Seng Index down by 0.74% and the Hang Seng Tech Index down by 0.67% [1] - Despite the market adjustments, analysts predict positive expectations for consumer-related companies such as dining, supermarkets, and logistics due to the Spring Festival consumption boom [1] Group 2: Instant Delivery Services - Instant retail has emerged as a new mainstream consumption model during the Spring Festival, integrating various scenarios from purchasing New Year goods to delivering meals and gifts [1] - SF City has focused on services like New Year’s Eve dinner delivery, collaborating with major retail platforms to meet the demand for immediate delivery during the holiday [1][2] - The company has also enhanced its partnerships with popular beverage brands to provide refined delivery solutions, ensuring efficient operations during peak times [2] Group 3: Business Growth and Projections - SF City is expected to see a net profit increase of no less than 100% year-on-year for 2024, with total revenue and revenue for the second half of the year projected to grow by at least 25% and 30% respectively [3] - The company has consistently outperformed competitors in terms of revenue growth and order volume since 2023, indicating a strong market position [3] - As a unique independent third-party delivery platform, SF City is well-positioned to leverage new consumption trends and contribute to the logistics infrastructure in the coming year [3]
春节消费热叠加业绩盈喜，顺丰同城蛇年开市迎利好