Core Viewpoint - SF Express City (09699) has seen a stock increase of over 4%, currently at HKD 12.33, with a trading volume of HKD 37.71 million, indicating positive market sentiment towards the company [1] Group 1: Market Dynamics - Shenwan Hongyuan recently published a research report indicating that Alibaba Group's strategic investment in Taobao Flash Sale for 2026 is becoming clearer, with a focus on "securing absolute first place," which is expected to inject strong demand into the instant delivery industry [1] - The report highlights SF Express City as a key recommendation due to its continuous profitability and significant third-party value [1] Group 2: Company Performance - SF Express City reported that during the New Year holiday period, the average daily order volume for same-city delivery increased by 55% year-on-year, with beverage orders doubling and fast food orders increasing by over 90% [1] - Categories such as supermarkets, beauty products, and digital goods also saw high double-digit year-on-year growth in order volume, supporting holiday consumption and business operations [1]
港股异动 | 顺丰同城(09699)涨超4% 机构看好即时配送行业具备需求动力