顺丰同城 20250828 摘要 2025 年上半年，顺丰同城收入超百亿元，同比增长超 50%，其中同城 配送业务收入 54 亿元，同比增长 55%，最后一公里业务收入 44 亿元， 同比增长 57%。 顺丰同城平台活跃商户规模突破 85 万，同比增长超 50%，KA 客户占 比提升；年活跃消费者达 2,477 万人，复购率提升；年度活跃骑手约 114 万人，人效同比提升 38%。 公司通过统一配送、拓展商超医药合作等方式，餐饮配送收入同比翻倍， B 端非餐场景收入增长 35%；C 端业务优化渠道营销，独享专送产品收 入同比翻三倍，下沉市场收入快速提升。 顺丰同城灵活的骑手网络与传统快递网络互补，派件业务凭借末端网络 优势快速发展电商件，收件业务满足夜间节假日需求，日均收件量增长 150%。 公司积极推进 AI 大模型在骑手管理、智能客服等场景应用，并探索智能 物流与无人配送商业化，截至 2025 年 6 月底累计投入 300 多台无人车 运营。 Q&A 顺丰同城在面向商家的同城配送业务方面表现如何？ 2025 年上半年，同城配送业务收入 54 亿元，同比增长 55%。公司抓住餐饮 外卖和即时零售的增长机会， ...

Core Viewpoint - The report from the Net Economy Research Center defines logistics technology as an ecosystem supported by e-commerce, encompassing various logistics categories such as comprehensive e-commerce logistics, cross-border logistics, instant logistics, warehousing logistics, freight O2O, third-party express delivery, last-mile delivery, smart logistics service providers, logistics supply chains, and bulk logistics [1][16]. Industry Overview - The logistics technology industry chain includes major players across different categories: 1. Comprehensive e-commerce logistics: Cainiao Network, JD Logistics, Suning Logistics, Anxun Logistics [1][16] 2. Cross-border logistics: Yunquna, Disifang, Zongteng Group [1][16] 3. Instant logistics: Dada Express, Meituan Delivery, SF City, Fengniao Delivery [1][16] 4. Warehousing logistics: Paixun Intelligent, Hairou Innovation, Syrius [1][16] 5. Freight O2O: UU Runner, Flash Delivery, Didi Freight, Huoyun [2][16] 6. Third-party express delivery: SF Express, Shentong Express, YTO Express, Zhongtong Express, Yunda Express, Jitu Express [2][16] 7. Last-mile delivery: Fengchao, Jinlinbao [2][16] 8. Smart logistics service providers: Dizhantian, Yazuishou, Fenghuodi [2][16] 9. Bulk logistics network: Wangsheng Yunze, Chuanhua Zhili [2][16] 10. Logistics supply chain: ProLogis, Riri Shun [2][16] Geographic Distribution - The report indicates that the most logistics technology companies are located in "Beijing, Shanghai, Guangdong, and Zhejiang." - Beijing: JD Logistics, G7 Yiliu, Flash Delivery, Didi Freight [20] - Shanghai: Dada, Debang Express, KuaiCang, Aneng Logistics, Jitu Express, Zhongtong Express [20] - Zhejiang: Cainiao, Songjianxia, SF City, Kuaihuoyun, Yunda, Shentong Express, Baishi Logistics [20] - Guangdong: Fengchao, Yunyi Tong, Shunyou Logistics, Yuancang Overseas Warehouse, Ruiyun Cold Chain, SF Express, Huoyun [20] Policy Developments - Key policies impacting the logistics technology sector include: 1. March 1: Ministry of Transport issued the "Express Market Management Measures," requiring express delivery personnel to obtain user consent before delivering to smart lockers [22]. 2. April 26: Ministry of Commerce released the "Digital Commerce Three-Year Action Plan (2024-2026)," promoting data sharing in logistics and green packaging transformation [22]. 3. July 31: Central Committee of the Communist Party and State Council issued opinions on accelerating the green transformation of economic and social development, aiming for a 9.5% reduction in carbon emissions from operational transport vehicles by 2030 [22]. Market Data - The report provides various market data for the logistics sector: 1. The express delivery industry revenue is projected to reach 1.52 trillion yuan in 2024, with a growth rate of 8.57% [31]. 2. The instant logistics market is expected to exceed 420 billion yuan in 2024, showing a significant growth of 68% [34]. 3. The same-city freight market is projected to be approximately 1.9964 trillion yuan, with a year-on-year growth of 17.48% [37]. 4. The smart express cabinet market is estimated to reach 58 billion yuan, growing by 16% [40]. 5. The cross-border e-commerce logistics market is expected to reach 3.28 trillion yuan, with a growth of 30.15% [45]. 6. The cold chain logistics market is projected to be 536.1 billion yuan, with a growth of 3.69% [48]. 7. The global e-commerce logistics market is expected to reach 9.65 trillion yuan, with an increase of 8.61% [52].