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风往邶吹
2025-03-30
美团和达达若能全面实现五险一金，顺丰同城现有经营模式有可能打破。顺丰速运落地配业务及顺丰同城ka业务多半给予众包运力承运。美团发展三四线城市的自配送团队，与达达承运京东外卖订单都需要从市场吸引众多运力。重点吸引ka和大网履约质量好的运力。顺丰将如何破局？
《即时配送第三方这场仗是不是大局已定》 ——顺丰同城财报背后的行业终局逻辑
风往邶吹
2023-03-29
哈哈哈，饼太大吃不下，在岗奋斗近5年，走时一场空，从专员到城市群负责人，吃太多饼了，实在吃不下了[笑哭]
顺丰同城(09699)建议采纳员工激励计划
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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n顺丰同城(09699)建议采纳员工激励计划\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-28 17:25 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/900349.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP讯，顺丰同城(09699)发布公告，董事会已于2023年3月28日举行的董事会会议上议决建议采纳员工激励计划。员工激励计划旨在：为促进公司实现长期可持续发展和业绩目标达成;把雇员与股东、投资者及公司的利益紧密联系起来，增强公司凝聚力，促进公司价值的最大化;及完善公司激励机制，吸引、激励和保留对公司持续经营、发展及长期成长作出贡献的核心雇员。</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/900349.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1151":"航空货运与物流","09699":"顺丰同城"},"source_url":"http://www.zhitongcaijing.com/content/detail/900349.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2322258469","content_text":"智通财经APP讯，顺丰同城(09699)发布公告，董事会已于2023年3月28日举行的董事会会议上议决建议采纳员工激励计划。员工激励计划旨在：为促进公司实现长期可持续发展和业绩目标达成;把雇员与股东、投资者及公司的利益紧密联系起来，增强公司凝聚力，促进公司价值的最大化;及完善公司激励机制，吸引、激励和保留对公司持续经营、发展及长期成长作出贡献的核心雇员。","news_type":1,"symbols_score_info":{"09699":1}},"isVote":1,"tweetType":1,"viewCount":5322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":418829474381856,"gmtCreate":1743294369424,"gmtModify":1743298859746,"author":{"id":"4101280877290920","authorId":"4101280877290920","name":"风往邶吹","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101280877290920","authorIdStr":"4101280877290920"},"themes":[],"htmlText":"美团和达达若能全面实现五险一金，顺丰同城现有经营模式有可能打破。顺丰速运落地配业务及顺丰同城ka业务多半给予众包运力承运。美团发展三四线城市的自配送团队，与达达承运京东外卖订单都需要从市场吸引众多运力。重点吸引ka和大网履约质量好的运力。顺丰将如何破局？","listText":"美团和达达若能全面实现五险一金，顺丰同城现有经营模式有可能打破。顺丰速运落地配业务及顺丰同城ka业务多半给予众包运力承运。美团发展三四线城市的自配送团队，与达达承运京东外卖订单都需要从市场吸引众多运力。重点吸引ka和大网履约质量好的运力。顺丰将如何破局？","text":"美团和达达若能全面实现五险一金，顺丰同城现有经营模式有可能打破。顺丰速运落地配业务及顺丰同城ka业务多半给予众包运力承运。美团发展三四线城市的自配送团队，与达达承运京东外卖订单都需要从市场吸引众多运力。重点吸引ka和大网履约质量好的运力。顺丰将如何破局？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/418829474381856","repostId":"2523394618","repostType":2,"repost":{"id":"2523394618","kind":"news","pubTimestamp":1743177600,"share":"https://www.laohu8.com/m/news/2523394618?lang=zh_CN&edition=full","pubTime":"2025-03-29 00:00","market":"hk","language":"zh","title":"《即时配送第三方这场仗是不是大局已定》 ——顺丰同城财报背后的行业终局逻辑","url":"https://stock-news.laohu8.com/highlight/detail?id=2523394618","media":"砍柴网","summary":"二者收缩印证了第三方即配赛道“赢家通吃”的终局逻辑。达达与闪送的式微，则为这场终局之战写下注脚。","content":"<html><body><article><p>一、<a href=\"https://laohu8.com/S/09699\">顺丰同城</a>：规模与盈利双碾压，第三方即配格局初定</p><p>顺丰同城2024年以157.46亿元收入稳居行业榜首，远超达达秒送（58亿）与<a href=\"https://laohu8.com/S/FLX\">闪送</a>（44.6亿）总和，其<span>净利润</span>同比激增161.8%至1.33亿元，毛利率连续七年攀升至6.8%。作为独立第三方平台，顺丰同城全场景覆盖能力（餐饮、商超、医药等）和下沉市场爆发式增长（县域收入同比增121%），构筑了对手难以复制的壁垒。达达的困境则凸显行业分化：如<span>退市</span>并入<a href=\"https://laohu8.com/S/JD\">京东</a>后商流绑定将加深，第三方属性进一步弱化，且之前引以为傲的靠资本绑定的核心客户如“山姆”被顺丰同城分流。而闪送甚至出现了Q4收入同比下降15%，全年下滑1.3%的情况，净亏损1.47亿元，单一C端模式增长乏力。二者收缩印证了第三方即配赛道“赢家通吃”的终局逻辑。</p><p>二、顺丰的护城河：中立定位与技术驱动</p><p>1.全渠道服务能力：无商流站队，灵活承接抖音、微信、山姆等全域订单，KA客户市占率第一；</p><p>2.技术降本增效：AI大模型优化调度，无人车配送投产，科技赋能提效；</p><p>3.高价值品类突破：“独享专送”等高时效产品驱动客单价提升，全年单量翻4倍，退货物流等新业务单量翻倍。</p><p>三、未来变量：即时零售生态的终极竞逐</p><p>尽管顺丰同城已锁定优势，但美团、饿了么自建配送体系的渗透，以及低空经济（无人机）的技术变量仍存挑战。其破局点在于深耕医药冷链、奢侈品等高附加值领域，以及第三方独有的灵活、专业化、定制化服务。</p><p>结语：第三方即配行业从规模扩张转向价值深耕，顺丰同城凭借中立定位、技术壁垒与全场景渗透，已确立不可动摇的头部地位。达达与闪送的式微，则为这场终局之战写下注脚。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>《即时配送第三方这场仗是不是大局已定》 ——顺丰同城财报背后的行业终局逻辑</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n《即时配送第三方这场仗是不是大局已定》 ——顺丰同城财报背后的行业终局逻辑\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-29 00:00 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202503292339189727d35d&s=b><strong>砍柴网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一、顺丰同城：规模与盈利双碾压，第三方即配格局初定顺丰同城2024年以157.46亿元收入稳居行业榜首，远超达达秒送（58亿）与闪送（44.6亿）总和，其净利润同比激增161.8%至1.33亿元，毛利率连续七年攀升至6.8%。作为独立第三方平台，顺丰同城全场景覆盖能力（餐饮、商超、医药等）和下沉市场爆发式增长（县域收入同比增121%），构筑了对手难以复制的壁垒。达达的困境则凸显行业分化：如退市并入...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202503292339189727d35d&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09699":"顺丰同城"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202503292339189727d35d&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2523394618","content_text":"一、顺丰同城：规模与盈利双碾压，第三方即配格局初定顺丰同城2024年以157.46亿元收入稳居行业榜首，远超达达秒送（58亿）与闪送（44.6亿）总和，其净利润同比激增161.8%至1.33亿元，毛利率连续七年攀升至6.8%。作为独立第三方平台，顺丰同城全场景覆盖能力（餐饮、商超、医药等）和下沉市场爆发式增长（县域收入同比增121%），构筑了对手难以复制的壁垒。达达的困境则凸显行业分化：如退市并入京东后商流绑定将加深，第三方属性进一步弱化，且之前引以为傲的靠资本绑定的核心客户如“山姆”被顺丰同城分流。而闪送甚至出现了Q4收入同比下降15%，全年下滑1.3%的情况，净亏损1.47亿元，单一C端模式增长乏力。二者收缩印证了第三方即配赛道“赢家通吃”的终局逻辑。二、顺丰的护城河：中立定位与技术驱动1.全渠道服务能力：无商流站队，灵活承接抖音、微信、山姆等全域订单，KA客户市占率第一；2.技术降本增效：AI大模型优化调度，无人车配送投产，科技赋能提效；3.高价值品类突破：“独享专送”等高时效产品驱动客单价提升，全年单量翻4倍，退货物流等新业务单量翻倍。三、未来变量：即时零售生态的终极竞逐尽管顺丰同城已锁定优势，但美团、饿了么自建配送体系的渗透，以及低空经济（无人机）的技术变量仍存挑战。其破局点在于深耕医药冷链、奢侈品等高附加值领域，以及第三方独有的灵活、专业化、定制化服务。结语：第三方即配行业从规模扩张转向价值深耕，顺丰同城凭借中立定位、技术壁垒与全场景渗透，已确立不可动摇的头部地位。达达与闪送的式微，则为这场终局之战写下注脚。","news_type":1,"symbols_score_info":{"09699":1}},"isVote":1,"tweetType":1,"viewCount":447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
