Core Viewpoint - YTO Express International (06123) has issued a profit warning, expecting a net loss of approximately HKD 56 million to HKD 65 million in the first half of 2025, compared to a net loss of HKD 42.9 million in the same period last year [1] Group 1 - The increase in net loss is attributed to uncertainties from fluctuations in US tariff policies, which have impacted overall revenue and gross profit in the freight market [1] - The company strategically reduced some low-margin businesses with longer payment cycles, leading to a decrease in overall revenue and gross profit [1] - During the period, the company is focusing on digital transformation towards intelligence, enhancing technology innovation, and continuously increasing investment in technology research and development [1]

Core Viewpoint - YTO Express International (06123) has issued a profit warning, expecting a net loss of approximately HKD 56 million to HKD 65 million in the first half of 2025, compared to a net loss of HKD 42.9 million in the same period last year [1] Group 1: Financial Performance - The company anticipates an increase in net loss due to various uncertainties, including fluctuations in US tariff policies affecting the freight market [1] - Overall revenue and gross profit have declined as the company strategically reduced low-margin businesses with longer payment cycles [1] Group 2: Strategic Initiatives - The company is focusing on digital transformation towards intelligent operations, enhancing technology innovation, and continuously increasing investment in research and development [1]

尽管面临阶段性亏损，该集团仍坚持长期发展战略，在重点区域的基础设施建设和核心能力打造方面取 得了积极进展。这些战略性投入预计将为集团未来的可持续发展奠定坚实基础。 圆通国际快递(06123)公布，该集团预期于2025年上半年将取得净亏损约5600万港元至6500万港元(2024 年同期：4290万港元)。净亏损增加的主要原因包括(i) 由于上半年美国关税政策波动等不确定性因素影 响，货运市场整体收入及毛利下降; (ii)为集中资源发展核心业务，集团战略性地缩减了部分低毛利率且 回款周期较长的业务，整体收入及毛利减少;及(iii) 为深化推进国际化发展战略，构建全球快递枢纽设 施和运营网络，实现"中国联世界，世界联世界"，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，并推进人工智能等前沿技术应用，全方位提升核心竞争力，报告期内集团持续加大 国际化人才的引进与培养，针对重点区域和国家、关键市场等构建物流枢纽，增强对物流核心基础设施 和资源的掌控力，并全面推动数字化向智能化转型升级，强化技术创新驱动，持续增加科技研发投入。 ...

Core Viewpoint - YTO Express International (06123.HK) anticipates an increase in net losses for the first half of 2025, projecting losses between approximately HKD 56 million to HKD 65 million, compared to HKD 42.9 million for the six months ending June 30, 2024 [1][2] Summary by Relevant Sections - **Net Loss Increase Reasons** - The increase in net losses is primarily attributed to uncertainties in the freight market due to fluctuations in U.S. tariff policies, leading to a decline in overall revenue and gross profit [2] - The company strategically reduced low-margin businesses with longer payment cycles to focus resources on core operations, resulting in decreased overall revenue and gross profit [2] - To advance its international development strategy, the company is building global express hub facilities and operational networks, aiming to create a secure, efficient, and sustainable logistics supply chain while enhancing core competitiveness through the application of cutting-edge technologies like artificial intelligence [2] - **Long-term Development Strategy** - Despite facing temporary losses, the company remains committed to its long-term development strategy, achieving positive progress in infrastructure construction and core capability development in key regions [2] - Strategic investments are expected to lay a solid foundation for the company's sustainable development in the future [2]

承董事會命 （股份代 號：6123） 董事會會議召開日期 圓通國際快遞供應鏈科技有限公司（「本公司」）之董事會（「董事會」）謹此宣佈， 本公司將於二零二五年八月二十一日（星期四）舉行董事會會議，其中議程包括批 准刊發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未經審核綜合 中期業績公告，以及考慮派發中期股息（如有）。 YTO International Express and Supply Chain Technology Limited 圓通國際快遞供應鏈科技有限公司 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。 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） 主席 喻會蛟 香港，二零二五年八月十一日 於本公告日期，董事會包括兩名執行董事，即楊新偉先生及周建先生；四名非執行 董事，即喻會蛟先生、潘水 ...

董事會謹此通知股東及有意投資者，根據本公司管理層對本集團截至二零二五 年六月三十日止六個月之未經審核綜合管理賬目及董事會現時可得其他資料所 作之初步審閱，與二零二四年同期相比，預期本集團於截至二零二五年六月三十 日止六個月將錄得淨虧損增加。 股東及有意投資者於買賣本公司股份時務請審慎行事。 本公告乃由圓通國際快遞供應鏈科技有限公司（「本公司」，連同其附屬公司統稱「本 集團」）根據香港聯合交易所有限公司證券上市規則（「上市規則」）第13.09條以及 香港法例第571章證券及期貨條例第XIVA部項下之內幕消息條文（定義見上市規則） 而刊發。 根據本公司管理層對本集團截至二零二五年六月三十日止六個月（「報告期」）之 未經審核綜合管理賬目及本公司董事會（「董事會」）現時可得其他資料所作之初 步審閱，董事會謹此通知本公司股東（「股東」）及有意投資者，與二零二四年同期 相比，預期本集團於報告期將錄得淨虧損增加。 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 ...

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7月31日 狀態: 新提交 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8月6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 | 本月 ...

港股物流板块走强，中通快递(02057.HK)涨超7%，极兔速递(01519.HK)涨超5%，圆通速递国际 (06123.HK)、顺丰控股(06936.HK)等跟涨。 ...

港股物流板块走高，圆通速递国际(06123.HK)开涨8.2%，顺丰同城(09699.HK)涨超3%，中国外运 (00598.HK)微涨0.27%。 ...

Economic Environment and Challenges - In FY2024, the Group faced challenges such as a sluggish global economic recovery and intensified geopolitical tensions, impacting traditional cross-border logistics orders[13]. - The decrease in gross profit was attributed to challenging macroeconomic conditions and price pressures in the air freight and international express business[36][40]. - The Group's management remains cautiously optimistic about future economic development based on various factors despite uncertainties in the global market[75]. - Global economic growth is projected to be 3.3% in 2025 and 2026 according to the IMF, while the World Bank forecasts a growth of 2.7% during the same period, indicating a cautious outlook due to geopolitical uncertainties[75][76]. - The overall trend of China's economic recovery is expected to remain unchanged despite increasing external uncertainties[82]. Strategic Direction and International Expansion - The Group's strategic direction for FY2024 emphasized "going global," marking the year as the inaugural phase of its comprehensive international expansion[14]. - The Group upgraded its international product systems to cover eight major areas, enhancing its core competitiveness and integrated international supply chain logistics capabilities[15]. - The Group improved its international talent cultivation and expanded its service network globally, enhancing customs service capabilities at major ports[19]. - The Group's goal is to become a comprehensive international express logistics supply chain integrator, focusing on customer experience and integrated development of its services[20]. - The Company will continue to deepen its "going global" strategy, focusing on international express delivery, supply chain, and freight forwarding businesses[24]. - The Company aims to enhance its global logistics network, focusing on building a "backbone + mesh" network structure to achieve global connectivity[85]. Financial Performance - The company recorded a revenue of approximately HK$5,322.5 million during FY2024, representing an increase of approximately 0.6% from FY2023[35]. - Gross profit decreased by approximately 23.0% to approximately HK$370.5 million in FY2024, with a gross profit margin of approximately 7.0%[35][39]. - The company incurred a net loss of approximately HK$42.0 million in FY2024, compared to a net profit of approximately HK$96.5 million in FY2023[35][39]. - The air freight forwarding business accounted for about 61.5% of total revenue in FY2024, with revenue increasing by about 24.3% to approximately HK$3,272.7 million[43][45]. - The ocean freight forwarding business contributed about 15.7% of total revenue in FY2024, with revenue increasing by about 28.9% to approximately HK$834.8 million[44][46]. - International express and parcel services revenue decreased by 42.4% to approximately HK$1,039.1 million in FY2024, down from HK$1,802.5 million in FY2023, representing about 19.5% of total revenue[49]. Digital Transformation and Technology - Digital transformation was a key focus, with the Group promoting the application of big data, cloud computing, and artificial intelligence in its operations[18]. - The Company aims to promote comprehensive digital transformation and intelligent evolution to improve service quality and customer experience in international express logistics[25]. - The Company plans to increase investment in technology R&D to transform into a logistics technology enterprise, improving management efficiency and customer communication[89]. - The Company is committed to advancing digital transformation by integrating emerging technologies such as AI, cloud computing, and big data into its operations[88]. Talent and Leadership - Mr. Zhou Jian was appointed as the CEO and Executive Director on March 28, 2024, bringing extensive experience from BEST Inc. and SF Holding[101]. - The company is focused on expanding its market presence and enhancing its operational efficiency through strategic leadership appointments[101][104]. - YTO Express aims to leverage its management team's extensive experience in logistics and financial sectors to drive growth and innovation[108]. - The board includes members with diverse backgrounds in finance, management, and technology, which supports the company's growth strategy[116]. Corporate Governance and Compliance - The company is actively involved in corporate governance, with a dedicated Corporate Governance Committee chaired by Mr. Pan Shuimiao[104]. - All independent non-executive Directors confirmed their independence annually, and the Company considers them to be independent[200]. - The Company has maintained compliance with the Model Code regarding Directors' interests and transactions[184]. - The Company has insurance coverage for Directors' and officers' liabilities, reviewed annually[190]. Market Outlook and Industry Trends - The Asia-Pacific region's demand for air freight increased by 14.5% year-on-year, accounting for 34.2% of the global air freight market[90]. - Global air freight volume is expected to reach 72.5 million tons in 2025, representing a year-on-year increase of 5.8%[90]. - The Company believes that China's foreign trade and exports are resilient and will improve in the long run, providing development space for international logistics and supply chain industries[81]. - The total import and export value of China's cross-border e-commerce is projected to grow from RMB 1.63 trillion in 2020 to RMB 2.63 trillion in 2024, representing a CAGR of 12.7%[93].