鲜花和蛋糕作为仪式感消费的经典单品，配送需求激增。数据显示，顺丰同城鲜花品类单量环比增超 110%，蛋糕更是成为1对1"独享专送"业务的最大需求来源。据悉，为保护鲜花、蛋糕这类易损单品配 送安全，顺丰同城打造了专属解决方案，通过定制防护包装、规范配送细节—鲜花配备喷壶保鲜、蛋糕 采用"上提下托"姿势取放，保障礼赠仪式感，更通过1对1专送提升了服务品质及精准度。此外，顺丰同 城珠宝、服饰等高端礼赠单量同样显著增长，其为奢侈品匹配专属配送链路，实现全程监督、全额赔 付，从产品价值到情绪价值全面满足。 与此同时，年末企业年终结算、合同签署、资质办理等工作进入冲刺阶段，文件、发票等关键商务文档 的快速寄递需求急剧上升。2025年12月31日当天，顺丰同城文件及证照等品类单量环比实现数倍增长。 顺丰同城长期深耕商务配送领域，通过强化城市商业区和写字楼区域的服务能力，从骑手形象、装备、 话术、包材、操作等环节，建立高端商务服务标准，满足商务人士对时效、安全、仪式感的多重需求。 通过渠道合作，同城快递消费者还可以直接在下单界面自主选择"顺丰同城小时达"服务，更好满足同城 快递的提速需求。 （文章来源：证券日报） 元旦假期， ...

12月31日跨年日当天，顺丰同城C端业务单量环比平日翻倍，文件及证照品类单量环比数倍增长，鲜花 单量环比增超110%。与此同时，顺丰同城于新年之际携手敦煌美术研究所六匹神马IP设计，以"2026 年 好运'加马'"为寓意，为节日服务注入新内容。 今年跨年日兼具跨年节点与年末工作日双重属性，消费与商务需求集中释放。数据显示，12月31日当 天，顺丰同城C端业务单量环比平日翻倍，不少用户借助其"安心送""独享专送"等增值服务完成节日礼 赠仪式感或重要商务文件同城配送。 顺丰同城鲜花品类单量环比增超110%，蛋糕更是成为1对1"独享专送"业务的需求来源。据悉，为保护 鲜花、蛋糕这类易损单品配送安全，顺丰同城制定了专属解决方案，通过定制防护包装、规范配送细 节，例如鲜花配备喷壶保鲜、蛋糕采用"上提下托"姿势取放。 数据显示，顺丰同城元旦假期日均饮品单量同比翻倍、快餐单量同比增超90%。此外，假日消费"即需 即买，即购即达"特征愈发凸显。元旦假期，顺丰同城深入全场景即时零售，商超百货、美妆、数码等 品类单量均实现同比高双位数增长。顺丰同城还灵活满足游客们应急采购、租还装备、行李取送、帮排 队等一系列需求，提升出游便利体 ...

商务部研究院近日发布的《即时零售行业发展报告（2025）》指出，2026年我国即时零售规模将突破1 万亿元。当前，即时零售"餐饮+非餐"同步发展的态势凸显。一方面，餐饮作为外卖大战的核心引流 品，单量节节攀升，再叠加消费者日益高涨的节假日消费效应，极其考验即时配送基础设施的高峰期弹 性支撑能力；另一方面，在传统电商红利见顶之后，平台开始将目光转向广阔的万亿即时零售市场，同 时消费者习惯初步养成，推动非餐需求水涨船高，对传统电商提出了远近场一体化融合和改革的要求。 顺丰同城晒出的2025年度答卷显示，即时零售正迈入流量多极化下高效与品质并重的新阶段。 这点在顺丰同城年度数据中可见一斑：春节和"五一"期间，顺丰同城商超百货单量均实现170%以上的 增长，饮品单量均实现100%以上的增长。而外卖大战爆发之后的首个大促节点，顺丰同城618期间每日 同城配送单量增幅均超50%，饮品、商超百货、快餐等品类单量翻倍，双11期间饮品、快餐单量继续保 持翻倍增长。医药、美妆、母婴等品类在全年多个节点也实现同比高双位数增长。 数据证明，外卖大战持续放大了"饮品+快餐"等餐饮需求，也为非餐销售注入了新的活力。顺丰同城深 度参与了新 ...

元旦假期，以即时零售为核心的消费模式持续火热，即时配送价值全面凸显。国内规模最大的第三方即 配平台顺丰同城数据显示，元旦假期期间其同城配送日均单量同比去年增长55%，其中饮品单量同比翻 倍、快餐单量同比增超90%；商超百货、美妆、数码等品类单量均实现同比高双位数增长，餐饮及非餐 全场景单量高增，为节日消费与商业运转提供高效支撑。此外，今年跨年日兼具跨年节点与年末工作日 双重属性，消费与商务需求集中释放。12月31日跨年日当天，顺丰同城C端业务单量环比平日翻倍，不 少用户借助其"安心送""独享专送"等增值服务完成节日礼赠仪式感或重要商务文件同城配送，文件及证 照品类单量环比数倍增长，鲜花单量环比增超110%。在保障业务精细化履约的同时，顺丰同城通过文 化跨界合作丰富服务内涵。此次携手敦煌美术研究所六匹神马IP形象设计，承载着对用户顺遂平安、鸿 运相伴的美好祝福，为新年配送增添更多美好寓意与文化温度。 ...

借助"餐饮+非餐"同步发展态势，支撑新消费升级演进 11月25日商务部研究院发布的《即时零售行业发展报告(2025)》指出，2026年我国即时零售规模将突破 1万亿元。当前，即时零售"餐饮+非餐"同步发展的态势凸显。一方面，餐饮作为外卖大战的核心引流 品，单量节节攀升，再叠加消费者日益高涨的节假日消费效应，极其考验即时配送基础设施的高峰期弹 性支撑能力；另一方面，在传统电商红利见顶之后，平台开始将目光转向广阔的万亿即时零售市场，同 时消费者习惯初步养成，推动非餐需求水涨船高，对传统电商提出了远近场一体化融合和改革的要求。 2025年，即时零售的"东风"依旧猛烈，市场规模逼近万亿大关，"餐饮+非餐"品类单量均刷新了历史纪 录，验证即时零售的天花板远未见顶；另一方面，零售供给侧的变革，引发新一轮"外卖大战"，如何充 分链接平台、商家和消费者，寻找实现多赢的平衡点，成为即时配送行业贯穿全年的核心主题。 也是在这一年，顺丰同城作为行业内稀缺的全场景第三方即配平台，价值定位更加清晰：在物流基础设 施建设方面，持续深耕全场景服务，为"万物到家"带来更多确定性；在差异化定位上，持续加强全渠道 整合能力，向商家、平台和消费者 ...

2025年，即时零售的"东风"依旧猛烈，市场规模逼近万亿大关，"餐饮+非餐"品类单量均刷新了历史纪录，验证即 时零售的天花板远未见顶；另一方面，零售供给侧的变革，引发新一轮"外卖大战"，如何充分链接平台、商家和 消费者，寻找实现多赢的平衡点，成为即时配送行业贯穿全年的核心主题。 也是在这一年，顺丰同城作为行业内稀缺的全场景第三方即配平台，价值定位更加清晰：在物流基础设施建设方 面，持续深耕全场景服务，为"万物到家"带来更多确定性；在差异化定位上，持续加强全渠道整合能力，向商 家、平台和消费者输出专业、中立、高质量的履约服务。同时结合技术驱动效率体验、深化生态协同等一系列措 施，交出了一份高质量的增长答卷，推动即时零售迈入流量多极化下高效与品质并重的新阶段。 借助"餐饮+非餐"同步发展态势，支撑新消费升级演进 11月25日商务部研究院发布的《即时零售行业发展报告(2025)》指出，2026年我国即时零售规模将突破1万亿元。 当前，即时零售"餐饮+非餐"同步发展的态势凸显。一方面，餐饮作为外卖大战的核心引流品，单量节节攀升， 再叠加消费者日益高涨的节假日消费效应，极其考验即时配送基础设施的高峰期弹性支撑能力；另一 ...

Core Insights - The instant retail market is evolving from "delivery" to "quality delivery," leading to a tiered instant delivery service model [1] - Meituan has upgraded its "1-to-1 urgent delivery" service, while SF Express has partnered with restaurants to enhance delivery options [1] - The "exclusive delivery" service has seen a threefold increase in restaurant orders and significant growth in categories like fresh produce and cakes [1][2] Group 1: Service Upgrades - The "1-to-1 urgent delivery" service is characterized by punctuality, safety, and efficiency, expanding from personal urgent needs to broader consumer applications [1] - SF Express has implemented a full-channel order upgrade to "1-to-1 urgent delivery," enhancing brand image and ensuring consistent customer experience [1] - The average delivery time for "exclusive delivery" is reduced by 6 to 60 minutes compared to regular delivery, improving timeliness and safety [1] Group 2: Market Trends - Over 50% of consumers born after 1995 are willing to pay a premium for faster delivery, indicating speed as a key factor in purchasing decisions [2] - Consumers show a higher willingness to pay for services that offer added value and personalized experiences, making "exclusive delivery" a potential competitive advantage for businesses [2] - The collaboration between SF Express and SF Group provides a comprehensive solution for fresh produce, enhancing supply chain efficiency and market reach [2]

Core Insights - The instant retail market is expanding, leading to a shift in consumer demand from "delivery" to "quality delivery," which is driving the growth of "1-to-1 urgent delivery" services [1] - SF Express's local business is enhancing its service by collaborating directly with restaurants to upgrade orders from various platforms into a unified "1-to-1 urgent delivery" service [1] - The "exclusive delivery" service of SF Express is experiencing rapid growth, with restaurant order volumes increasing threefold compared to the same period last year [1] Group 1 - The "1-to-1 urgent delivery" service is characterized by punctuality, safety, and efficiency, gaining market attention [1] - SF Express's "exclusive delivery" service has improved delivery times by 6 to 60 minutes compared to regular delivery methods [1] - The service upgrade allows merchants to expand their service radius and enter new markets, enhancing brand image and customer loyalty [1] Group 2 - SF Express provides customized delivery solutions across various industries, helping brands reduce reliance on single platforms and strengthen their private channels [2] - The company offers specialized fulfillment solutions for different product categories, including cold chain delivery for perishables and damage prevention for electronics [2] - The "1-to-1 exclusive delivery" service is becoming a key strategy for merchants to target high-end customers and differentiate their services, allowing SF Express to expand its market share and improve profitability [2]

Core Insights - The instant retail market is expanding, with consumer demand shifting from "delivery" to "quality delivery" [1] - Companies like Meituan and SF Express are enhancing their delivery services to meet diverse consumer needs [1][3] - SF Express's "Exclusive Delivery" service is experiencing rapid growth, with a threefold increase in restaurant orders compared to last year [1][3] Group 1: Service Enhancements - SF Express's "Exclusive Delivery" employs a one-to-one service model, reducing average delivery times by 6 to 60 minutes compared to standard services [3] - The collaboration between SF Express and merchants creates a unified quality service standard, enhancing brand differentiation [3] - Merchants can now accept orders from further distances, expanding their market reach and improving customer retention through high-quality delivery [3] Group 2: Fresh Produce Solutions - SF Express and SF Group have developed a comprehensive solution for the fresh produce sector, providing end-to-end service from transportation to delivery [5] - This model has achieved full coverage in Shenzhen, allowing seafood merchants to expand beyond traditional market limits [5] - Consumer preferences are shifting towards faster, safer, and higher-quality delivery experiences, with over 50% of post-95 consumers willing to pay a premium for speed [5] Group 3: Market Trends - The demand for personalized and value-added services is increasing, with consumers showing a higher willingness to pay for such offerings [5] - The "Exclusive Delivery" service is becoming a key strategy for merchants to attract high-end customers and differentiate their services [5]

Core Insights - SF Express City (09699) saw a nearly 4% increase in stock price, reaching HKD 13.38, with a trading volume of HKD 13.11 million [1] Delivery Performance - During the "Eleventh" holiday period, SF Express City reported a 63% year-on-year increase in average daily city delivery orders, with beverage orders surging by 168% [1] - Fast food, supermarket, and jewelry delivery orders also experienced significant double-digit growth [1] Tourism and Delivery Synergy - The "Cultural Tourism + Instant Delivery" model provided new experiences for tourists, with average daily order volumes in popular destinations like Harbin, Shanwei, Jingdezhen, and Hohhot showing multiple-fold increases [1] Service Demand - The "1-to-1 urgent delivery" service gained popularity during the holiday, with "exclusive delivery" orders on the Mid-Autumn Festival increasing over five times compared to last year [1] Strategic Advantages - According to Changjiang Securities, SF Express City leverages the SF brand advantage to offer customized solutions for vertical industries, outperforming other third-party logistics platforms in service quality and order volume [1] - The company collaborates with SF Group to reduce costs in the last-mile delivery, enhancing order scale and rider efficiency [1] Growth Outlook - The rapid growth of instant retail and the ongoing trend of diversified traffic are expected to accelerate the company's profit release [1]