EF001 免責聲明 | 公告全部或任何部份內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 | 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完整性亦不發表任何聲明，並明確表示，概不對因 | | --- | --- | | 股票發行人現金股息公告 | | | 發行人名稱 | KLN Logistics Group Limited | | 股份代號 | 00636 | | 多櫃檯股份代號及貨幣 | 不適用 | | 相關股份代號及名稱 | 不適用 | | 公告標題 | 截至二零二五年六月三十日止六個月之中期股息 | | 公告日期 | 2025年8月28日 | | 公告狀態 | 新公告 | | 股息信息 | | | 股息類型 | 中期（半年期） | | 股息性質 | 普通股息 | | 財政年末 | 2025年12月31日 | | 宣派股息的報告期末 | 2025年6月30日 | | 宣派股息 | 每 股 0.11 HKD | | 股東批准日期 | 不適用 | | 香港過戶登記處相關信息 | | | 派息金額及公司預設派發貨幣 | 每 股 0.11 HKD | | 匯率 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確 性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部分內容而產生或 因倚賴該等內容而引致的任何損失承擔任何責任。 （於英屬維爾京群島註冊成立並於百慕達存續之獲豁免有限責任公司） 股份代號 636 截至二零二五年六月三十日止六個月業績 董事會欣然公布，本集團截至二零二五年六月三十日止六個月之未經審核中期業績，連同截 至二零二四年六月三十日止六個月之比較數字。 集團財務摘要 * 僅就持續經營業務而言 1 • 收入按年增長7%至272.11億港元（二零二四年上半年*：254.32億港元）。 • 核心經營溢利增長12%至13.48億港元（二零二四年上半年*：12.00億港元）。 • 核心純利亦按年增長12%至6.81億港元（二零二四年上半年*：6.06億港元）。 • 撇除於二零二四年上半年之分派╱終止本集團快遞業務之一次性收益，股東應佔溢利 於二零二五年上半年增長34%，金額為6.48億港元（二零二四年上半年：4.85億港元）。 • 綜合物流業務錄得分部溢利7.13億港元（二零二四年上半年*：6.81億港元）， 增長5%。 ...

INTERIM RESULTS 2025 KLN Logistics Group Limited 0636.HK The information contained in this presentation comprises extracts of operational data and financial information of the Company. The information is included solely for this presentation and certain information has not been independently verified. No representation or warranty, expressed or implied, is made with respect to, and no reliance should be placed on, any discussion, materials and information provided in and during the presentation (collectivel ...

Core Viewpoint - KLN's stock price increased by over 10% in early trading, reflecting positive market sentiment following the announcement of a new logistics partnership with健乔信元医药 [1] Group 1: Company Developments - KLN announced that its subsidiary, KLN Pharma, has been appointed as the fourth-party logistics service provider for 健乔信元医药 in Hong Kong [1] - The agreement entails KLN Pharma managing the entire supply chain for 健乔信元医药, providing temperature-controlled and timely logistics solutions [1] - The collaboration includes comprehensive logistics services such as inbound logistics, inventory management, order fulfillment, marketing logistics, distribution, and regulatory support for 健乔信元医药's diverse cardiovascular product line [1] Group 2: Brand Evolution - In April of this year, 嘉里物流 officially changed its name to "KLN" as part of a rebranding strategy [1] - The board explained that the name change was initiated after 顺丰控股 completed a partial acquisition offer in 2021, aiming to establish a unique brand image and culture [1] - The company has increasingly adopted the "KLN" brand, reducing the frequency of the "嘉里" name, and believes that "KLN" has become a well-known brand among customers [1]

Core Viewpoint - KLN's stock price increased by over 10% in early trading, reflecting positive market sentiment following the announcement of a new logistics partnership with健乔信元医药 [1] Group 1: Company Developments - KLN Pharma, a subsidiary of KLN, has been appointed as the fourth-party logistics service provider for 健乔信元医药 in Hong Kong [1] - The agreement entails KLN Pharma managing the entire supply chain for 健乔信元医药, providing temperature-controlled and timely logistics solutions [1] - The logistics services include inventory management, order fulfillment, marketing logistics, distribution, and regulatory support for 健乔信元医药's diverse cardiovascular product line [1] Group 2: Brand Evolution - In April of this year, 嘉里物流 officially rebranded to "KLN" to establish a unique brand identity following a partial acquisition by 顺丰控股股份有限公司 in 2021 [1] - The company has increasingly adopted the "KLN" brand, reducing the frequency of the "嘉里" name, as "KLN" has become a well-known brand among customers [1]

相关事件 KLN(00636.HK)拟8月28日举行董事会会议批准中期业绩 KLN(00636.HK)：黄汝璞获委任为提名委员会 成员 格隆汇8月8日丨KLN(00636.HK)宣布，公司的董事会会议将于2025年8月28日(星期四)举行，藉以(其中 包括)批准发放公司及其附属公司截至2025年6月30日止六个月的中期业绩公告，以及考虑派发股息(如 适用)。 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完整性 亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部分內容而產生或因倚賴該等內容而引致 的任何損失承擔任何責任。 KLN Logistics Group Limited 公司秘書 李貝妮 香港，二零二五年八月八日 於本公告日期，本公司的董事為： （於英屬維爾京群島註冊成立並於百慕達存續之獲豁免有限責任公司） 股份代號 636 董事會召開日期 KLN Logistics Group Limited（「本公司」）董事會（「董事會」）宣布，本公司之董事會會議 將於二零二五年八月二十八日（星期四）舉行，藉以（其中包括）批准發放本公司及其附屬公 司截至二零二五年六月三十日止六個月之中期業績公告，以及考慮派發股息（如適用）。 承董事會命 主席、非執行董事： 王衞先生 副主席、非執行董事： 郭孔華先生 執行董事： 張炳銓先生、鄭志偉先生及何捷先生 非執行董事： 陳穎珊女士及 OOI Bee Ti 女士 獨立非執行董事： 張惠民博士、黎壽昌先生、陳傳仁先生及黃汝璞女士 本公告在香港聯合交易所有限公司網站（ www.hkexnews ...

Core Viewpoint - The logistics sector in Hong Kong is experiencing a surge in stock prices, driven by favorable government policies and market opportunities in the industry [1] Group 1: Stock Performance - ZTO Express (02057) saw a price increase of over 8%, reaching 164.500 [1] - JD Logistics (02618) rose nearly 3%, with a current price of 14.020 [1] - Seaspan Corporation (01308) increased by approximately 2%, priced at 25.900 [1] - Kerry Logistics (00636) gained over 1%, now at 8.340 [1] Group 2: Government Initiatives - The Ministry of Transport held a meeting on July 31 to analyze the transportation situation in the first half of 2025 and outline key tasks for the second half [1] - Emphasis was placed on accelerating the construction of a national comprehensive transportation network and advancing major project developments [1] - The meeting highlighted the importance of utilizing various funding support policies to serve national strategic implementations and planning significant projects [1] Group 3: Industry Opportunities - Recent favorable policies and market opportunities for the logistics industry include the promotion of new energy logistics vehicles, smart transportation development, adjustments in cross-border logistics, and subsidies for phasing out old vehicles [1]

部分港股物流股走强 中通快递涨近7% 智通财经8月1日电，截至发稿，中通快递-W(02057.HK)涨6.71%、京东物流(02618.HK)涨2.05%、嘉里 物流(00636.HK)涨1.58%。 ...

Investment Rating - The report maintains a "Buy" rating for integrated players such as SF Holding, JD Logistics (JDL), and the leader ZTO, while adopting a "Neutral" rating for others like STO, Yunda, and J&T, and a "Sell" rating for YTO and Sinotrans-A/H [7][21]. Core Insights - The express delivery sector in China is experiencing intense price competition, leading to a decline in average selling prices (ASPs) and profitability across franchise-based players, while integrated logistics providers show resilience [1][21]. - The report revises the expected industry volume growth for 2025E from 18% to 20% year-on-year, driven by a shift towards lightweight and small parcels, and the growth of emerging eCommerce platforms [2][21]. - The report highlights that the competitive landscape will depend on strategic adjustments by incumbents and potential policy interventions to stabilize pricing [1][21]. Summary by Sections Industry Overview - The express delivery sector concluded 1Q25 with a 22% year-on-year volume growth but faced a 6-10% decline in ASPs across major players [21][22]. - The ongoing price competition is attributed to a trade-down trend in eCommerce goods and the need for express players to maintain capacity utilization [22][23]. Financial Performance - The report indicates that the group operating profit for Tongda players is expected to decline by approximately 12% year-on-year in 2025E, with SF being the only player projected to see double-digit profit growth [6][7]. - Adjusted net profit forecasts for franchise-based players are revised downwards by 9% to 19% below Bloomberg consensus [7][21]. Company-Specific Insights - SF Holding is noted for its strong performance, with a 20% year-on-year EBIT growth in 1Q25, benefiting from cost optimization and a diversified revenue stream [1][40]. - ZTO is highlighted as the only Buy-rated franchise-based express delivery name, expected to stabilize its market share despite near-term earnings weakness [7][21]. - Yunda and YTO are projected to experience low-to-mid teens year-on-year profit declines, while STO and J&T China are expected to see flat earnings [6][7]. Market Dynamics - The report anticipates continued competition in 2Q-3Q25, with potential for strategic adjustments or industry consolidation to mitigate pricing pressures [1][21]. - The ASP for express delivery services is forecasted to decline by 6% to 8% across major players in 2Q25E, reflecting a slightly easier base compared to 1Q [22][23]. Volume and Revenue Estimates - The report raises the industry volume estimate for 2025E to 20% year-on-year, factoring in strong growth momentum and a shift in parcel mix [2][21]. - Revenue estimates for ZTO are cut by 6% due to less-than-expected impacts from gross revenue bookings, while Yunda and YTO see slight revenue increases [2][6]. Valuation - The report continues to value China express delivery companies based on a 1-year forward EV/EBITDA multiple, which remains unchanged at an average of 7X [13][15].