Group 1 - The core viewpoint of the articles highlights the ongoing price war in the instant delivery sector, which is squeezing profit margins across the industry, prompting players to actively respond [2] - SF Express's stock has risen over 30% since May 8, with a peak increase of over 41%, positioning it as a leader in the instant delivery sector amid a reassessment of the value of third-party delivery platforms [2] - The competition in the instant retail market reveals that platforms' own delivery capabilities cannot meet the diverse and time-sensitive delivery demands, creating opportunities for third-party platforms like SF Express [2] Group 2 - The market's revaluation of third-party instant delivery services is reflected in SF Express's recent stock performance, driven by significant trends in local life market traffic polarization and high fulfillment demands across multiple scenarios [3] - According to Questmobile data, the average daily usage of SF Express's rider app increased by 40% year-on-year in April, indicating a positive outlook for demand in the instant delivery industry [3] - Analysts have raised revenue forecasts for SF Express for 2025 and 2026, maintaining a "outperforming the industry" rating with a target price of HKD 13.50, suggesting a 26% upside potential from the current price [3]
市场审视即配平台价值 中金重估顺丰同城目标价13.5港元