Core Viewpoint - SF Express City (09699) has seen a nearly 4% increase in stock price, attributed to significant growth in delivery volumes during the "Eleventh" holiday period, indicating strong demand for its services [1] Group 1: Delivery Volume Growth - During the "Eleventh" holiday, SF Express City reported a 63% year-on-year increase in average daily city delivery orders, with beverage orders surging by 168% [1] - Fast food, supermarket, and jewelry delivery orders also experienced high double-digit growth in average daily volumes [1] - The "Cultural Tourism + Instant Delivery" model has led to multiple-fold increases in daily order volumes in popular tourist destinations such as Harbin, Shanwei, Jingdezhen, and Hohhot [1] Group 2: Service Demand and Performance - The "1-to-1 urgent delivery" service saw a more than fivefold increase in order volume on the day of the Mid-Autumn Festival compared to last year, reflecting high demand for timely delivery services [1] - Longjiang Securities noted that SF Express City leverages the SF brand advantage to provide customized solutions for vertical industries, outperforming other third-party logistics platforms in service quality and order scale [1] Group 3: Strategic Collaboration and Profitability - The company collaborates with SF Group to reduce costs in the last-mile delivery segment, enhancing order accumulation and improving rider efficiency [1] - The ongoing rapid growth of instant retail and the trend of diversified traffic are expected to accelerate the company's profitability release [1]
港股异动 | 顺丰同城(09699)涨近4% 双节即时配送需求激增 公司构建稀缺运力壁垒