据了解，顺丰同城除了为各大平台和商家提供即配服务，亦直接嵌入到物流各环节，以"最后一公里"服 务助力快递网络提升时效。同时，顺丰同城还为快递企业和物流服务商提供揽收、派件、转运等多环节 支撑，解决传统物流在高峰期自有运力紧张与单量增长不匹配的问题，通过仓配"接驳送"等方式实现半 日达、小时达等物流提速。 在运力筹备上，顺丰同城依托大数据预测、AI调度技术等在全国各地制定差异化、精细化运力方案， 并针对核心商圈、大型社区等订单密集区域，提前储备骑手，实现动态调整。同时，加大无人配送技术 应用，数据显示，顺丰同城已在全国38城投放无人车配送，无人车运营规模增至200台，全国月度活跃 路线突破万条，构建起"天地人"立体运力体系，有效提升极端订单峰值下的履约韧性与服务灵活性。 本报讯 （记者李春莲）今年"618"大促第一阶段已接近尾声，即时零售热度持续攀升。在此次大促中， 杭州顺丰同城实业股份有限公司（以下简称"顺丰同城"）以中立定位、全场景覆盖及与顺丰生态协同等 优势，成为品牌与平台构建即时零售生态的关键基础设施，并通过"无人车+骑士"等多元运力组合，优 化末端履约效率，为即时零售提供全链路支撑。 顺丰同城独立第三 ...

Group 1 - The competitive logic of the 618 shopping festival is undergoing a structural transformation, with traditional e-commerce facing challenges from "lowest prices" and "billion subsidies," leading to a rational return of consumers and a trend towards fragmented traffic [1] - The shift towards instant retail not only shortens order cycles and reduces return rates but also points to a growing market in instant consumption scenarios, extending from dining to supermarkets, electronics, and beauty products, with a projected market size exceeding 2 trillion yuan by 2025, where non-food categories will account for over 60% [1] - The emergence of a new competitive dimension in retail ecology emphasizes the advantages of third-party delivery services that can deeply integrate with brands and platforms, as exemplified by SF Express's collaboration with over 7,500 new KA stores in 2024, providing one-stop delivery solutions [1] Group 2 - SF Express serves as a flexible delivery partner for platforms like Douyin and WeChat, while also supplementing capacity for major platforms like Meituan and Ele.me during peak periods, supporting diverse scenarios such as live streaming and private domain e-commerce [2] - During the 618 shopping festival, SF Express not only provides instant delivery services but also integrates into various logistics stages, addressing the mismatch between traditional logistics capacity and order growth during peak times, achieving faster delivery through methods like "warehouse-to-delivery" [2] - The company utilizes big data forecasting and AI scheduling technology to create differentiated and refined capacity plans across the country, ensuring dynamic adjustments in high-demand areas such as core business districts and large communities [2]

Core Viewpoint - The Hong Kong stock market has experienced a rally, with SF Express (09699.HK) showing significant performance, rising over 33% since May 9, 2023, and reaching a market capitalization of HKD 9.8 billion, driven by increased transaction volumes and a competitive landscape in the instant delivery sector [1][2]. Group 1: Market Performance - SF Express has seen a substantial increase in its stock price, with a cumulative rise of over 33% since May 9, 2023, and a single-day transaction volume of nearly HKD 350 million on May 13, 2023 [1]. - The company's business data during the "May Day" holiday indicates a year-on-year growth of 87% in overall order volume, with significant increases in specific categories such as supermarket orders (up 177%) and beverage orders (up 106%) [1]. Group 2: Competitive Landscape - The competition among major platforms like Meituan, Alibaba, and JD.com in the instant retail sector has intensified, leading to an increase in order volumes for third-party delivery platforms [1][2]. - Leading chain brands are increasingly opting for independent third-party delivery platforms to ensure service stability and reduce reliance on traffic platforms, as exemplified by Luckin Coffee's standardized delivery service provided by SF Express across various platforms [2]. Group 3: Financial Performance - SF Express reported a revenue of CNY 15.746 billion for 2024, representing a year-on-year growth of 27.1%, and a net profit of CNY 132 million, marking a significant increase of 161.8% [3]. - The company is recognized as the only third-party delivery enterprise in the industry that has achieved high revenue growth while maintaining continuous profitability [3].