$顺丰同城(0969_老虎社区_美港股上老虎

2021-12-14

$顺丰同城(09699)$破发看市场态度，顺丰同城处境很尴尬，没有自己订单流，只能依赖其他平台吃一些零散订单，不说竞争有多激烈，即使主打的高端餐饮像某些洋快餐之类，也是在亏损换量；另一个故事大网模式的协同，又有着天然的壁垒障碍，不太容易匹配上。

所谓增长越多，亏损越多，长期集团输血也不太现实，还是希望能走出自己的一条路。[梭哈]

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