Group 1 - The core viewpoint of the article highlights that SF Express (顺丰同城) has seen a stock increase of over 4%, currently trading at HKD 12.33, with a transaction volume of HKD 37.71 million [1] - According to a recent report by Shenwan Hongyuan, Alibaba Group's strategic focus for Taobao Flash Sale is shifting towards "securing absolute first place" by 2026, which is expected to inject strong demand into the instant delivery industry [1] - SF Express has reported a 55% year-on-year increase in average daily orders during the New Year holiday period, with beverage orders doubling and fast food orders increasing by over 90% [1] Group 2 - Various categories such as supermarkets, beauty products, and electronics have also seen high double-digit year-on-year growth in order volume, supporting holiday consumption and business operations [1] - The company is recommended as a key investment target due to its consistent profitability and significant third-party value [1]
顺丰同城涨超4% 机构看好即时配送行业具备需求动力