| 序号 | 应用名称 | ICP备案主体 | ICP备案号 | | --- | --- | --- | --- | | J | 安吉云仓 | 安吉智行物流有限公司 | 沪ICP备11012378号-6X | | 2 | 安吉智行数智通 | 安吉智行物流有限公司 | 沪ICP备11012378号-8X | | 3 | 微掌柜火速赛 | 快宝(上海)网络技术有限公司 | 沪ICP备12047396号-20X | | বা | 微快递 | 快宝(上海)网络技术有限公司 | 沪ICP备12047396号-25X | | 5 | OCS电子小篇 | 欧西爱司物流(上海)有限公司 | 沪ICP备11005531号-6X | | 6 | 宇路通 | 上海安吉快运有限公司 | 沪ICP备10220061号-5X | | 7 | 富友快递员 | 上海富友电子商务有限公司 | 沪ICP备19003978号-6A | | 8 | 货运航空 | 上海贫通货运代理有限公司 | 沪ICP备18034996号-12X | | ਰੇ | 送美邻 | 上海勋表网络科技有限公司 | 沪ICP备2023024066号-2A | | 10 | 韵 ...

中通快递-W(02057)发布公告，该公司于2025年10月31日斥资708.55万美元回购38.33万股股份，每股回 购价格为18.19-18.63美元。 ...

廊坊中心所在的北方总部是中通快递的布局重点，设施设备配置水准高，北方总部占地面积323亩，建筑面积约44.8万平方 米，是目前华北地区单体规模最大、智能化程度最高的快递区域总部。该总部配备了办公楼、倒班楼、快递分拣中心、快运分 拣中心，同时还规划建设智慧云仓配中心、国际航空中心、智能冷链中心和结算中心等不同功能区域。 中通快递工作人员向《证券日报》记者表示："廊坊中心常态日均快件吞吐量可达500万件，旺季单日可实现1200万件规模 日处理量，预计年处理快递量达35亿件，带动就业5000人。廊坊中心作为中通快递辐射北方区域的核心智慧供应链节点，将进 一步提升京津冀区域旺季快递服务水平。本次'双11'是检验廊坊中心工作效能的关键窗口期。" 今年"双11"提前启幕，10月21日，简阳中心出港业务量达400万件，较平日的260万件有大幅增长。10月23日，简阳中心进 港业务量超过440万件，迎来"双11"的首波进港快递业务高峰。 本报记者 肖伟 中通快递工作人员向《证券日报》记者提供相关情况："在出港方面，四川本地特色水果销往全国的单量增长特别明显， 比如蒲江丑柑、龙泉驿水蜜桃等。在进港方面，钓鱼成为四川百姓的心头好 ...

智通财经APP讯，中通快递-W(02057)发布公告，该公司于2025年10月31日斥资708.55万美元回购38.33 万股股份，每股回购价格为18.19-18.63美元。 ...

格隆汇11月3日丨中通快递-W(02057.HK)发布公告，2025年10月31日耗资708.55万美元回购38.33万股， 每股回购价18.19-18.63美元。 ...

第 1 頁 共 9 頁 v 1.3.0 FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 中通快遞（開曼）有限公司（於開曼群島註冊成立以不同投票權控制的有限責任公司） 呈交日期： 2025年11月3日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 不同投票權架構公司普通股 | 股份類別 | A | | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | 02057 | 說明 | A類普通股 | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | 已發行股份（不包括 ...

【编者按：ESG年报解读是搜狐财经及价值公司100联合发起的针对各公司ESG报告披露情况的解读专栏。参考上交所《上市公司治理准则》、港交所《环 境、社会及管治守则》等文件，迭代完善各行业ESG星级测评体系标准，并以最新标准为依托，以2024年公司ESG报告为主要数据来源，对公司2024年环境 资源、社会责任及公司管治进行评价】 ——本文为"中通快递" 出品 | 搜狐财经 研究员 | 王晓潇 国家邮政局约谈 10月28日，国家邮政局行政约谈中通快递。监管部门指出，公司经营行为不规范，随意调整运营规则，存在服务质量不高、快递员合法权益保障措施落实不 到位等问题。 图：国家邮政局官网信息 中通快递回应"会严格按照约谈要求，针对涉及的问题，全面排查、全面整改、全网落实。进一步提升服务质量，提升合规经营，提升网点和员工的合法权 益保障"。 就在同一天，抖音电商宣布自10月29日起，将对包括中通快递旗下中通冷链在内的四家物流服务商予以清退，平台商家此后将无法选择上述服务商进行发 货。 根据平台检查，上述服务商存在协助商家绕开平台电子面单系统，直接伪造物流轨迹；或通过拼接正常运单信息，试图掩盖商品并非通过抖音平台发货的事 ...

Core Viewpoint - The express delivery industry is maintaining high growth, with varying profitability among major companies, and a trend towards high-quality development and increased use of automated technologies [3][4][5]. Financial Performance - Shentong achieved a revenue of 13.55 billion yuan in Q3, a year-on-year increase of 13.62%, with a net profit of 302 million yuan, up 40.32% [3]. - YTO Express reported a revenue of 18.27 billion yuan, a year-on-year increase of 8.73%, and a net profit of 1.046 billion yuan, up 10.97% [3]. - SF Express generated 78.4 billion yuan in revenue, a year-on-year increase of 8.2%, but its net profit fell by 8.5% to 2.57 billion yuan due to strategic investments [4]. - Yunda's revenue for the quarter was 12.66 billion yuan, up 3.29%, but its net profit dropped by 45.21% to 201 million yuan [4]. Industry Trends - The industry is shifting towards high-quality development, with companies focusing on service quality and differentiation [5]. - Yunda reported a decrease in gross margin due to rising costs, with a single ticket revenue of 1.92 yuan, down 0.16 yuan [5]. - The average price of express delivery increased by 0.5% in Q3, with specific companies reporting higher single ticket revenues [8]. Price Adjustments - Multiple provinces have raised express delivery prices, with early adjustments noted in Zhejiang province [8][9]. - The price hikes are driven by policy changes aimed at reducing vicious competition and improving service quality [10]. Technological Advancements - The use of automated devices is increasing, with companies like Jitu and Zhongtong investing in upgrades to improve efficiency [10][11]. - Zhongtong's fleet of over 2,900 unmanned delivery vehicles is operational, significantly reducing transportation costs and delivery times [11].

Core Insights - The express delivery industry is maintaining high operational levels, with average prices stabilizing and showing signs of recovery in Q3 [1][6] - Companies are experiencing varied profitability trends, with some reporting revenue growth while others face declines in net profit [2][4] Financial Performance - Shentong reported Q3 revenue of 13.55 billion yuan, a year-on-year increase of 13.62%, and a net profit of 302 million yuan, up 40.32% [1] - YTO Express achieved Q3 revenue of 18.27 billion yuan, a year-on-year increase of 8.73%, with a net profit of 1.046 billion yuan, up 10.97% [1] - SF Express reported Q3 revenue of 78.4 billion yuan, a year-on-year increase of 8.2%, but a net profit decline of 8.5% to 2.57 billion yuan [2] - Yunda's Q3 revenue was 12.66 billion yuan, up 3.29%, but net profit fell 45.21% to 201 million yuan [2] Industry Trends - The industry is shifting towards high-quality development, with a focus on improving service quality and operational efficiency [2][4] - The average price of express delivery increased by 0.5% in Q3, with specific companies reporting higher single-ticket revenues [6] - The use of unmanned devices is becoming a significant trend, with companies investing in automation to enhance efficiency [7][8] Strategic Developments - Companies are enhancing their service offerings and operational capabilities, such as Yunda's integration of AI technologies for customer service [3] - The industry is witnessing consolidation, with Shentong's acquisition of Daniao Logistics for 362 million yuan approved by regulatory authorities [4] - International business is a growing focus, with SF Express reporting a 27% year-on-year increase in international express and cross-border e-commerce logistics revenue [3] Operational Efficiency - The deployment of unmanned vehicles is expected to reduce costs and improve delivery efficiency, with companies like Jitu and Zhongtong expanding their fleets [7][8] - Unmanned vehicles are reported to cut transportation costs by 50% and save significant delivery time [8]

Core Viewpoint - The article discusses the recent regulatory scrutiny faced by Zhongtong Express, highlighting issues related to service quality, employee rights, and compliance, which have led to its removal from the Douyin e-commerce platform's logistics service providers list [2][5][6]. Regulatory Scrutiny - On October 28, the State Post Bureau conducted an administrative interview with Zhongtong Express, citing non-compliance in operational practices and inadequate service quality [2]. - Zhongtong Express has committed to addressing the identified issues through comprehensive inspections and improvements in service quality and compliance [5]. Service Quality Issues - Douyin e-commerce announced the removal of Zhongtong Cold Chain, a subsidiary of Zhongtong Express, from its platform due to violations such as assisting merchants in bypassing electronic waybill systems and uploading false tracking numbers [6]. - Customer complaints about Zhongtong Cold Chain include issues like stagnant logistics information, poor delivery service, and improper temperature control leading to product spoilage [7]. Employee Rights and Safety - As of the end of 2024, Zhongtong Express has approximately 24,500 formal employees, with a significant portion engaged in sorting and operational support roles [8]. - The company reported an average annual salary of about 140,000 yuan for its employees, but the actual workforce includes a larger number of business employees not reflected in this figure [8]. - Safety performance is concerning, with a reported injury rate of 1.44 per million working hours and six employee fatalities in 2024 [9]. ESG and Carbon Emission Challenges - Zhongtong Express was removed from the Science Based Targets initiative (SBTi) for failing to submit valid carbon reduction targets within the required timeframe [10]. - The company reported operational carbon emissions of 1.9081 million tons of CO2 equivalent in 2024, a 6.54% increase year-on-year, ranking third among listed express companies [11][12]. - The carbon emission intensity per million revenue was 42.15 tons, showing a 7.14% decrease compared to the previous year [12]. Financial Performance - In the first half of the year, Zhongtong Express achieved revenue of 22.72 billion yuan, a year-on-year increase of 9.8%, but adjusted net profit fell by 14.3% [13]. - The company handled 9.85 billion parcels in the second quarter, maintaining a market share of 19.5% [13].