Group 1 - The company aims to enhance its international development strategy by establishing a "1+7" global hub facility and operational network to strengthen logistics infrastructure and resource control in key regions and countries [1][2] - The company has entered into a preliminary sale agreement to purchase land in Kazakhstan for a total consideration of USD 6.1315 million, which will be used for building bonded and non-bonded warehouses, logistics facilities, and supporting infrastructure [1][2] - The acquisition is expected to create synergies in warehousing, delivery, and logistics capabilities, thereby optimizing the cross-border logistics product matrix and extending the service chain [2] Group 2 - The company is focused on developing international express delivery, international freight, and supply chain services to enhance its global service capabilities [2] - The strategic move aligns with trends in cross-border e-commerce and the Belt and Road Initiative, aiming to build a global logistics network that connects China with the world [2]

该等土地指位于哈萨克斯坦阿拉木图州Baiserke村霍尔果斯-阿拉木图公路南侧的两幅地块。 集团拟将该等土地用于兴建保税及非保税仓、保税及非保税堆场、合资物流仓及生活配套设施。董事认 为收购事项可让集团借助该等土地的位置及资源优势，在重点区域和国家、关键市场等构建物流枢纽节 点，加大对物流核心基础设施的建设投入，与集团在仓储、交付、物流能力等方面产生协同效应，从而 优化跨境物流产品矩阵，延伸跨境物流服务链路，着力发展国际快递、国际货运和供应链业务，进一步 提升全球化综合服务能力，并稳步构建"中国联世界，世界联世界"的全球物流网络。 智通财经APP讯，圆通国际快递(06123)发布公告，为深化推进国际化发展战略，紧跟跨境电商、华人企 业和"一带一路"发展趋势，积极布局海外市场，构建"1+7"全球枢纽设施和运营网络，增强对重点区域 和国家物流核心基础设施和资源的掌控力，打造安全、畅通、便捷、高效、可持续、自主、可控的物流 供应链体系，优化跨境物流产品矩阵，延伸跨境物流服务链路，致力于为广大客户提供集货发运、干线 运输、清关转运、末端派送等一站式服务，进一步提升全球化综合服务能力。于2025年9月3日，买方 (Sk ...

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。 圓通國際快遞供應鏈科技有限公司 YTO INTERNATIONAL EXPRESS AND SUPPLY CHAIN TECHNOLOGY LIMITED （於開曼群島註冊成立的有限公司） （股份代 號：6123） 須予披露交易 收購哈薩克斯坦兩幅地塊 收購事項 董事會謹此宣佈，為深化推進國際化發展戰略，緊跟跨境電商、華人企業和「一 帶一路」發展趨勢，積極佈局海外市場，構建「1+7」全球樞紐設施和運營網絡， 增強對重點區域和國家物流核心基礎設施和資源的掌控力，打造安全、暢通、便 捷、高效、可持續、自主、可控的物流供應鏈體系，優化跨境物流產品矩陣，延伸 跨境物流服務鏈路，致力於為廣大客戶提供集貨發運、幹線運輸、清關轉運、末 端派送等一站式服務，進一步提升全球化綜合服務能力。於二零二五年九月三 日（交易時段後），買方（為本公司的間接全資附屬公司）與賣方訂立該等初步買 賣協議，據此，買方有條件同意購買而賣方有 ...

致：香港交易及結算所有限公司 公司名稱: 圓通國際快遞供應鏈科技有限公司 （於開曼群島註冊成立的有限公司） 呈交日期: 2025年9月2日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 06123 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 2,000,000,000 | HKD | | 0.1 HKD | | 200,000,000 | | 增加 / 減少 (-) | | | 0 | | | HKD | | 0 | | 本月底結存 | | | 2,000,000,000 | HKD | | 0.1 HKD | | 200,000,000 | 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年8月31日 狀態: 新提交 本月 ...

Core Insights - The express delivery industry in China experienced significant growth in volume, with July 2025 seeing 16.4 billion parcels delivered, a year-on-year increase of 15.1%, and a total of 112.05 billion parcels from January to July, up 18.7% year-on-year [1] - The growth is driven by the trend towards smaller packages, e-commerce promotions, and convenient return policies, surpassing the postal administration's forecast of over 8% growth for the entire year [1] - Major players in the e-commerce express delivery sector, such as YTO, Yunda, and Shentong, reported year-on-year volume increases of 20.8%, 7.6%, and 11.9% respectively in July 2025, with year-to-date increases of 21.6%, 15.1%, and 19.3% [1] - SF Express led the industry with a 33.7% year-on-year increase in volume for July 2025, attributed to its operational strategies and incentives for frontline staff [1] - The Ministry of Finance and the State Administration of Taxation announced new VAT policies for express delivery services, effective immediately, which will impact revenue collection for express companies [1] - Industry average revenue per parcel decreased to 7.36 yuan in July 2025, down 5.33% year-on-year and 1.76% month-on-month, influenced by the trend towards smaller packages and ongoing price wars [1] - However, there are indications of potential price recovery in August 2025 due to a shift away from aggressive competition [1][2] Company Insights - Key players in the express delivery sector include ZTO Express, SF Holding, JD Logistics, and YTO International Express, all of which are listed on the Hong Kong stock exchange [3] - The report from Guohai Securities indicates that franchise express companies may see performance recovery in the context of reduced competition [1][2]

Group 1 - The core point of the news is that Yang Xinwei, an executive director of YTO Express International (06123.HK), increased his shareholding by purchasing 100,000 shares at an average price of HKD 1.21 per share, totaling approximately HKD 121,000 [1] - Following this transaction, Yang Xinwei's total shareholding increased to 900,000 shares, raising his ownership percentage from 0.19% to 0.21% [1]

Group 1 - The core viewpoint of the article highlights that YTO Express International (06123.HK) reported a significant decline in revenue and an increase in losses for the six months ending June 30, 2025 [1] - The company's revenue was approximately HKD 1.414 billion, representing a year-on-year decrease of 52.5% [1] - The loss attributable to equity shareholders was approximately HKD 60.436 million, which expanded by 43.4% year-on-year, with a basic loss per share of HKD 0.1446 [1] Group 2 - The air freight segment reported a loss of approximately HKD 53.1 million, with revenue of about HKD 1 million for the first half of 2024 [1] - The sea freight segment's performance decreased by approximately 61.8% year-on-year to about HKD 9.3 million, with revenue of approximately HKD 24.2 million for the first half of 2024 [1] - The international express and parcel service segment incurred a loss of approximately HKD 8.6 million, with revenue of about HKD 9.9 million for the first half of 2024 [1]

Group 1 - The core viewpoint of the articles highlights YTO Express's strategic focus on internationalization despite facing short-term challenges, with a commitment to optimizing business structure and enhancing core capabilities [1][2]. - For the first half of 2025, YTO Express reported a business revenue of HKD 1.41 billion and a gross profit of approximately HKD 88.72 million, indicating a challenging macroeconomic environment [1]. - The company is actively restructuring its business by focusing on core areas such as international express, international freight, and supply chain, while strategically reducing lower-margin non-core businesses [1][2]. Group 2 - 2025 marks the beginning of YTO's comprehensive internationalization, with a "1+7" global express network centered around the Jiaxing "Oriental Tian Di Port" [2]. - YTO Express is leveraging advanced technologies, including artificial intelligence, to enhance operational efficiency and core competitiveness while expanding into emerging markets like Central Asia and the Middle East [2][3]. - Recent collaborations, such as the agreement with Xiaomi for cross-border supply chain services and the upgrade of overseas warehouse services in South Korea, demonstrate YTO's commitment to supporting Chinese enterprises in global trade [3].

Core Insights - YTO Express International reported a business revenue of HKD 1.41 billion and a gross profit of approximately HKD 88.72 million for the six months ending June 30, 2025, demonstrating strategic resilience despite short-term performance pressures [1] - The company is focusing on optimizing its business structure and enhancing core capabilities while deepening its international strategy to support its mission of connecting China with the world [1] Financial Performance - The company experienced a net loss primarily due to external factors such as tariff policy adjustments in major economies affecting cross-border trade and logistics [1] - YTO Express is strategically shrinking low-margin, long-cycle non-core businesses to concentrate resources on international express, freight, and supply chain services [1] Strategic Initiatives - 2025 marks the beginning of YTO's comprehensive internationalization, with a focus on establishing a "1+7" global express network centered around the Jiaxing "Oriental Tian Di Port" [2] - The company is leveraging advanced technologies, including artificial intelligence, to enhance operational efficiency and core competitiveness [2] Market Expansion - YTO Express is actively expanding into emerging markets such as Central Asia and the Middle East, optimizing its product offerings across eight categories, including international express and freight services [2] - Recent collaborations, such as the agreement with Zhejiang Hailiang Co., Ltd. for international logistics services in Thailand, signify YTO's integration into the Belt and Road Initiative [2] Service Enhancements - A partnership with Xiaomi Group for cross-border supply chain services aims to provide end-to-end logistics solutions for electronic components exported to South Asia, featuring a rapid collection and delivery system [3] - The company has upgraded its overseas warehouse services in South Korea, with a total storage area exceeding 10,000 square meters, enabling next-day delivery across major regions [3] Global Strategy - YTO Express is committed to deepening its global presence by aligning with the Belt and Road Initiative and supporting Chinese enterprises in their international endeavors [3]

Core Insights - YTO International Express reported a business revenue of HKD 1.41 billion and a gross profit of approximately HKD 88.72 million for the six months ending June 30, 2025, demonstrating strategic determination and long-term vision amidst macroeconomic challenges [1] - 2025 marks the beginning of YTO's "comprehensive internationalization," with significant progress in network expansion, product development, infrastructure, and talent acquisition [1] Talent Acquisition and Development - YTO International has prioritized the recruitment of high-end talent to ensure the precise implementation of its globalization strategy, appointing Zhou Jian as Executive Director and CEO in March 2024, who has extensive international logistics experience [1] - The company has introduced a complete training mechanism called the "Sailing Plan," which includes training, rotation, and assessment, successfully cultivating over 100 management trainees to support business and regional development [2] - YTO is actively promoting a "headquarters internationalization, frontline localization" talent strategy, achieving 100% coverage of standardized training and encouraging global employee mobility to enhance talent quality [2]