港股異動丨順豐同城午後漲超5%,券商指即配行業具備較強成長性,看好公司中長期發展
順豐同城(9699.HK)午後拉昇漲5.6%,現報15港元,總市值137億港元。該股自5月初以來持續上漲,近一個月股價近乎翻倍。消息上,今年端午假期,消費市場持續火熱,即時零售成爲節日消費的一大新亮點。順豐同城數據顯示,端午假期期間,餐飲和非餐全場景單量同步高增,飲品、快餐、商超百貨、母嬰、醫藥等品類同比增長顯著。此外, 順豐同城獨享專送服務單量同比增長數倍,其中蛋糕、鮮花品類增長顯著。民生證券認爲,即時專送作爲即時配送行業的重要細分領域,近年來同樣展現出了蓬勃的發展態勢,市場規模持續擴大。順豐同城爲第三方即配龍頭,即配行業具備較強的成長性,看好公司中長期發展。另外,順豐同城日前宣佈無人車運營規模已增至200臺,服務網絡覆蓋全國38個主要城市,5月全國月度活躍路線已突破萬條。(格隆匯)

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