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港股異動丨順豐同城大漲10% 股價創逾3年新高 月內已累漲超80%
順豐同城(9699.HK)今日盤中一度大漲10.35%至14.5港元,股價創2022年1月中旬以來逾3年新高;該股5月迄今已累漲83%。多家機構近期發佈研報,看好即時配送行業機遇下,順豐同城的發展潛力。其中:民生證券認爲,京東入局開啓“三國殺”,中遊即時配送市場迎來發展機遇。公司爲第三方即配龍頭,即配行業具備較強的成長性,看好公司中長期發展,首次覆蓋並予“推薦”評級。中金亦指,4月順豐同城騎手端日均使用次數同比增長40%,該行認爲在外賣與集團最後一公里配送需求增長催化下,即時配送行業需求或好於該行預期。考慮到公司規模效應持續顯現,該行預計2025年淨利潤率或將隨訂單增長持續提升。天風證券表示,高成長交運平臺公司帶來高回報機會。隨着新能源汽車普及、智能駕駛推廣,這些公司有望享受紅利、持續高增長。2024年順豐同城等公司的營業利潤成倍增長,未來或持續較快增長。(格隆匯)

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