人民财讯10月11日电，据顺丰同城数据，"十一"期间，其日均同城配送单量同比去年增长63%，其中饮 品日均单量同比增长168%；快餐、商超百货及珠宝等贵重物品日均单量同比双高位数增长。同时，"文 旅+即配"模式为各地游客带来出游新体验，哈尔滨、汕尾、景德镇、呼和浩特等热门旅游目的地日均 单量呈现数倍增长。此外，适逢双节，"1对1急送"高时效服务备受礼赠等需求青睐，中秋当日，其"独 享专送"单量同比去年增超5倍。 ...

编辑 | 王毓婵 头图 | IC photo Busy Money 云闪送完成1000万元天使轮融资 出品 | 36氪未来消费（微信ID：lslb168） 离你更近的消费创投一线。 云闪送是一个同城配送服务平台，依托AI智能调度系统，整合美团、饿了么、抖音、京东等主流平台订单，可实现智能派单、抢单、手动派单多模式协 同。近日，云闪送完成1000万元天使轮融资，本轮资金将主要用于技术研发升级、全国城市合伙人拓展运力团队建设，加速推进 "智慧配送 + 人资服 务" 生态布局。 时空宿完成千万级Pre-A轮融资 时空宿是一家酒旅创新科技服务平台提供商，致力于整合客户资源，帮助酒店打破传统线上预约平台的流量依赖，让酒店人实现降本增效，共创新收益。 近日，时空宿完成了千万级Pre-A轮融资。 坚蛋运动完成数千万元B轮融资 坚蛋运动是一个社区智能健康平台，是数据驱动、场景创新的互联网智能健康平台。坚蛋运动近日完成数千万元B轮融资，本轮由上海宥世基金、上海动 潮投资共同投资，资金将重点用于智能化升级、门店在全国范围的加速布局、会员服务体系完善以及海外市场开拓等。 宝嘉优品完成800万元天使轮融资 宝嘉优品聚焦于食品安全领域 ...

顺丰同城(09699)盘中涨超8%，截至发稿，涨6.09%，报14.29港元，成交额1.35亿港元。 消息面上，据中国邮政官网信息，9月初，中国邮政速递物流股份有限公司发布2025年无人车租赁集中 采购项目招标公告，总规模高达7000台创下行业纪录。值得注意的是，6月3日，顺丰同城宣布无人车运 营规模已增至200台，服务网络覆盖全国38个主要城市，5月全国月度活跃路线已突破万条，且已在跨城 公域、私域物流实现盈利。 交银国际发布研报称，顺丰同城上半年收入102亿元人民币，同比增49%，高于该机构预期16%，其中 同城/最后一公里配送业务分别增43%/57%，超预期得益于餐饮外卖和即时零售行业快速增长带来配送 需求增加。该行认为，顺丰同城仍是外卖补贴战的受益方之一，在未来补贴回归理性，业务空间仍大， 考虑到长期其与顺丰的业务协同持续加深，无人车配送规模化落地持续降低成本，该机构维持公司"买 入"评级，上调目标价至15.4港元。 ...

大公司： 东方甄选：将推广更多优质地标农产品 36氪获悉，近日，东方甄选受邀参加第十四届中国知识产权年会。会议上东方甄选公布，已有近800款 以上的自营产品上市，农产品的数量占一半以上，其中包括多款地理标志产品。未来，东方甄选表示将 继续与各地政府、行业协会等加强合作，探索电商助力地理标志产品发展的新路径。 顺丰同城"SoFast"登陆澳门 36氪获悉，9月15日，美的与天猫继续深化即时零售合作，品牌首批近90家线下门店仓接入淘宝闪购， 为消费者提供"小时送达"服务，现已覆盖北京、上海、广州、杭州等全国19个城市。 36氪获悉，近日，顺丰同城"SoFast"品牌正式登陆澳门。据了解，此次"SoFast"登陆澳门，顺丰同城已 与澳门本地生活服务平台"澳觅App"达成战略合作，双方为澳门商户和用户提供高效便捷的同城即配一 站式服务。顺丰同城"SoFast"将在澳门构建起面向商家与消费者的业务矩阵，提供快至1小时送达的即 时配送服务，配送范围包括文件、鲜花、餐食、茶饮、珠宝、数码产品等。 北汽集团：持续优化订单确认、交付验收、支付结算等机制，坚决反对任何形式的不合理付款行为和恶 性竞争 36氪获悉，北京汽车集团发布 ...

北京商报讯(记者何倩)9月15日，北京商报记者从顺丰同城获悉，近日顺丰同城以"SoFast"品牌正式登陆 澳门，去年7月"SoFast"已登陆香港。据了解，此次"SoFast"登陆澳门，顺丰同城已与澳门本地生活服务 平台"澳觅App"达成战略合作，双方将整合各自资源优势，为澳门商户和用户提供同城即配一站式服 务。 ...

该公司想要将其市场份额提高至50%，和山姆超市的合作，可以处理山姆50%的新仓库订单，尽管这仅 贡献顺丰同城收入1%。未来该公司将会有更多现有仓库的合作订单。另外，大和相信顺丰同城也将受 惠于母公司电商包裹量的增加。 智通财经APP获悉，大和发布研报称，维持顺丰同城(09699)目标价20港元，重申"买入"评级。大和上调 对顺丰同城2025-2027年每股盈利预测6-7%，反映收入前景好于预期。 大和看到有积极的多年收入增长前景。未来3-5年，管理层预计收入从2025年起不仅仅翻一番。大和 称，业务增长前景基于客户便利需求增长，这可以长期持续。 ...

大和发布研报称，维持顺丰同城(09699)目标价20港元，重申"买入"评级。大和上调对顺丰同城2025- 2027年每股盈利预测6-7%，反映收入前景好于预期。 该公司想要将其市场份额提高至50%，和山姆超市的合作，可以处理山姆50%的新仓库订单，尽管这仅 贡献顺丰同城收入1%。未来该公司将会有更多现有仓库的合作订单。另外，大和相信顺丰同城也将受 惠于母公司电商包裹量的增加。 大和看到有积极的多年收入增长前景。未来3-5年，管理层预计收入从2025年起不仅仅翻一番。大和 称，业务增长前景基于客户便利需求增长，这可以长期持续。 ...

Core Viewpoint - The company achieved record half-year performance with revenue exceeding 10 billion yuan, driven by strong demand in local delivery services, particularly in food delivery and instant retail [1][3]. Group 1: Financial Performance - The company's revenue for the first half of the year grew by 48.8% year-on-year to 10.2 billion yuan (approximately 1.44 billion USD), marking the highest performance since its listing in 2021 [1]. - Net profit increased over 100% from 62.2 million yuan to 137 million yuan, with net profit margin rising from 0.9% to 1.3%, indicating improved cost efficiency and profitability [1]. Group 2: Business Operations - The company's same-city delivery business revenue rose by 43.1% year-on-year to 5.78 billion yuan, with B2B and B2C delivery revenues increasing by 55.4% and 12.7% respectively [3]. - The end delivery service revenue, which accounts for approximately 44% of total revenue, grew by 56.9% to 4.46 billion yuan, driven by rapid growth in e-commerce order deliveries and customer expansion [3]. Group 3: Strategic Initiatives - The company is collaborating with its parent company to create an integrated supply chain solution from warehousing and transportation to same-city instant delivery, aiming to broaden its customer base and enhance user loyalty [4]. - By adopting a light-asset model, the company has built a scalable rider network, achieving flexible and efficient operations, with 1.14 million active riders and over 300 unmanned vehicles deployed in more than 60 cities as of June [4].

Core Viewpoint - SF Express City (09699) shows strong growth in revenue and profit, indicating a robust performance in the third-party delivery sector, with significant increases in order volume during peak periods [1] Financial Performance - In the first half of the year, SF Express City achieved revenue of approximately 10.236 billion yuan, representing a year-on-year growth of 48.8% [1] - Gross profit was around 681 million yuan, with a year-on-year increase of 43.8% [1] - Adjusted net profit reached approximately 160 million yuan, marking a year-on-year growth of 139.0% [1] Business Growth - The number of same-city delivery orders increased by over 50% year-on-year [1] - On the Qixi Festival (August 29), the platform's same-city delivery order volume grew by 73% compared to the same period last year, while last-mile delivery orders surged by 80% year-on-year [1] Market Outlook - Minsheng Securities highlights the company as a leader in the third-party delivery sector, which possesses strong growth potential, and expresses optimism about the company's long-term development [1] - Dongwu Securities notes that the company's business is entering a phase of accelerated growth, with considerable long-term profit release potential [1]

Core Insights - On August 29, during the Qixi Festival, the platform of SF Express City achieved a 73% year-on-year increase in same-city delivery orders and an 80% increase in last-mile delivery orders [1] - The demand for high-quality and personalized delivery services surged during the festival, leading to a more than sixfold increase in exclusive delivery service orders [1] - SF Express City, as the largest independent third-party on-demand delivery platform in China, effectively supported the efficient operation of the holiday economy through customized delivery solutions and refined service standards [1] Delivery Performance - The platform's same-city delivery orders increased by 73% compared to the same period last year [1] - Last-mile delivery orders saw an 80% year-on-year growth [1] - Exclusive delivery service orders experienced a growth of over six times during the festival [1] Service Categories - Significant growth was observed in delivery orders for various categories, including cakes, flowers, electronics, and clothing, with some categories seeing multiple times increase year-on-year [1] - The one-to-one urgent delivery service penetrated diverse category scenarios, enhancing the festive gifting experience [1] Market Position - SF Express City is recognized as the largest independent third-party on-demand delivery platform in China [1] - The company leverages a comprehensive and customized delivery network to support merchants in achieving rapid fulfillment during peak periods [1]