智通财经APP获悉，顺丰同城(09699)涨近4%，截至发稿，涨3.96%，报13.38港元，成交额1310.95万港 元。 长江证券此前指出，顺丰同城依托顺丰品牌优势，为垂直行业提供定制化解决方案，其服务质量、订单 规模好于其他第三方运力平台，正中品牌商对于全渠道拓展、高品质配送的下怀。同时，公司与顺丰集 团协同推动末端降本，即时零售与快递揽派时间错峰互补，最后一公里服务为公司积累订单规模并提高 骑手人效。该行认为，伴随即时零售高速增长及流量多极化趋势延续，公司盈利有望加速释放。 消息面上，据国内最大的第三方即配平台顺丰同城统计数据显示，"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。与此同时，"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。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。 ...

今年国庆中秋双节合一，8天"黄金周"可"拼出"12天超长假期，有效激发了全国消费市场活力。文 化和旅游部信息显示，国庆中秋假日8天，全国国内出游8.88亿人次，较2024年国庆节假日7天增加1.23 亿人次；国内出游总花费8090.06亿元，较2024年国庆节假日7天增加1081.89亿元。同时，各地积极出台 政策丰富节日供给，进一步释放了本地餐饮、零售等消费需求。在"出游"与"团圆"交织的假日主题下， 即时配送等新消费基础设施，为游客出行和本地消费提供了重要支撑。 "文旅+即配"升级旅行体验，汕尾、景德镇等地日均单量数倍增长 今年"十一"假期，游客出行呈现多元化趋势，从热门旅游城市到县域小城均迎来客流高峰。在此背 景下，"文旅+即配"模式为各地旅游消费体验注入新活力。例如，顺丰同城与"十一"旅游场景的深度融 合，在哈尔滨、汕尾、景德镇、呼和浩特等热门旅游目的地城市的日均配送单量实现数倍增长。而县域 旅游热度提升，得益于交通、住宿等基础设施的完善，也离不开即时配送等新型服务的支撑。顺丰同城 作为长期深耕下沉市场的即配平台，已将服务延伸至全国县域覆盖超过1300个超1300个县域，为当地提 供全场景即时物流服务 ...

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。 ...

Core Insights - During the Qixi Festival, the demand for high-quality and personalized delivery services surged, leading to a more than sixfold year-on-year increase in the volume of exclusive delivery services by SF Express [1] - The delivery volume for various categories such as cakes, flowers, electronics, and clothing saw multiple times growth compared to the previous year [1] - On the day of the Qixi Festival, the platform's same-city delivery volume increased by 73% year-on-year, while last-mile delivery volume rose by 80% [1] Company Performance - SF Express, as the largest independent third-party on-demand delivery platform in China, effectively supported the efficient operation of the holiday economy through its comprehensive and customized delivery solutions [1] - The company provided robust support for merchants to achieve rapid fulfillment during peak periods, enhancing the consumer experience with high-quality delivery services [1] - SF Express's all-scenario coverage and meticulous service standards contributed significantly to the vitality of holiday consumption [1]

Group 1 - The consumption market during the Dragon Boat Festival is thriving, with 119 million domestic trips made, a year-on-year increase of 5.7%, and total spending reaching 42.73 billion RMB, up 5.9% [1] - Instant delivery services have effectively met the demand for personalized gifting during the festival, with significant growth in orders for cakes and flowers, particularly through the "one-to-one" delivery model [2][5] - The competition among food delivery platforms continues to intensify, with companies like Taobao, JD, and Meituan offering promotions to expand instant retail consumption scenarios, benefiting third-party delivery services [7] Group 2 - The demand for beverages, fast food, and supermarket goods has surged, with instant delivery services playing a crucial role in supporting holiday consumption [7][8] - Collaboration with major retail brands like Sam's Club and Yonghui Supermarket has led to significant growth in order volumes across various categories, ensuring that essential items are readily available for consumers [8] - The integration of diverse instant delivery services has revitalized traditional holiday experiences, allowing consumers to enjoy both at-home celebrations and immersive cultural activities [8]

Group 1 - The core activity of Shunfeng Tongcheng is the "Duanwu Limited Knight" event, where riders distribute random gifts to pedestrians in 13 cities, enhancing brand visibility and consumer engagement [1] - The offline consumption market is experiencing a resurgence, with traditional and trendy stores seeing long queues, indicating strong consumer interest in festive products like zongzi [1] - Shunfeng Tongcheng offers personalized services such as "buying and sending" for business gifts and personal presents, ensuring reliable delivery during the festive season [1] Group 2 - The overall sales of zongzi and other seasonal products like mugwort and sachets are performing well, driven by the rise of instant retail [2] - Shunfeng Tongcheng collaborates with platforms like Douyin, WeChat, and Alibaba to provide comprehensive order fulfillment support, leading to record-high order volumes during festive periods [2] - For instance, during the 520 event, Shunfeng Tongcheng saw a more than 9-fold increase in flower orders compared to the previous day, with Douyin ecosystem orders growing by 237% year-on-year [2]