双面顺丰,四处出击

斑马消费
22 Nov 2024

斑马消费 徐霁论资本运作,快递业无人能及顺丰。随着11月27日港股二次上市,A+H股的顺丰控股,港股上市的顺丰同城、顺丰房托、嘉里物流,一个庞大的舰队集结完毕。可论国内的快递业务,顺丰却又不尽如人意。怀着对电商快递市场的野心,顺丰发起的价格战从2019年打到2024年,单票收入从23元降到现在的15元上下,自身业务量劣势,仍旧未能逆转。所以,最近几个月,圆通、申通、韵达都吹响了止战的号角,顺丰仍在...

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