Core Insights - During the New Year's holiday, the company reported a 55% year-on-year increase in average daily delivery volume, with beverage orders doubling and fast food orders increasing by over 90% [2] - On December 31, 2025, the company's C-end business volume doubled compared to regular days, with significant growth in document and certificate deliveries, and flower orders increasing by over 110% [3] Group 1: Delivery Performance - The company experienced a substantial increase in delivery volume during the holiday season, with beverages and fast food seeing remarkable growth [2] - The flexible operational model of "store + business district + citywide" provided stable fulfillment support for holiday dining consumption [2] Group 2: Special Delivery Services - The demand for flowers and cakes surged as classic items for ceremonial gifting, with cake orders being a major source for the "exclusive delivery" service [3] - The company implemented specialized solutions for fragile items, ensuring safe delivery through custom protective packaging and specific handling procedures [3] Group 3: Business Document Delivery - There was a significant rise in the demand for the rapid delivery of key business documents, with document and certificate orders experiencing multiple-fold growth on December 31, 2025 [4] - The company has established high-end business service standards to meet the diverse needs of business professionals regarding timeliness, safety, and ceremonial aspects [4]

Core Insights - The demand for holiday travel and home leisure consumption has surged, leading to increased reliance on instant delivery services during the New Year holiday period [1][2] - SF Express's same-city delivery service reported a 55% year-on-year increase in average daily orders during the New Year holiday, with significant growth in beverage and fast food orders [1] - The company has introduced new content for holiday services, collaborating with Dunhuang Academy to design themed IP for the New Year [1] Delivery Performance - During the New Year holiday, the average daily beverage orders doubled year-on-year, while fast food orders increased by over 90% [1] - Various categories, including supermarkets, beauty products, and electronics, experienced high double-digit growth in order volume compared to the previous year [1] - On December 31, the order volume for SF Express's C-end business doubled compared to regular days, with significant increases in the delivery of flowers and important business documents [2] Service Enhancements - SF Express has implemented specialized solutions for the safe delivery of fragile items like flowers and cakes, including custom protective packaging and standardized delivery protocols [2] - The company has also catered to various customer needs during the holiday, such as emergency purchases, equipment rentals, and luggage delivery, enhancing the travel experience [1]

Core Insights - The instant retail model continues to thrive during the New Year holiday, highlighting the full value of instant delivery services [1] Delivery Performance - During the New Year holiday, the largest third-party delivery platform, SF Express, reported a 55% year-on-year increase in average daily delivery volume [1] - Beverage orders doubled year-on-year, while fast food orders increased by over 90% [1] - Categories such as supermarkets, beauty products, and electronics also saw high double-digit growth in order volume [1] Business and Consumer Demand - The dual nature of December 31 as both a New Year’s Eve and a workday led to a concentrated release of consumer and business demands [1] - On December 31, the C-end business volume of SF Express doubled compared to regular days, with many users utilizing value-added services for festive gifting and important business document deliveries [1] - The volume of documents and certificates saw several-fold growth, while flower orders increased by over 110% compared to regular days [1] Service Enhancement - SF Express enriched its service offerings through cultural collaborations, such as partnering with the Dunhuang Academy for the design of six horse IP images, which convey good wishes for the New Year [1]