近日，顺丰控股股份有限公司披露2026年1月快递物流业务经营简报。2026年1月，公司速运物流业务营 业收入为203.96亿元，同比下降1.77%；业务量为13.86亿票，同比增长4.21%；单票收入为14.72元，同 比下降5.70%。供应链及国际业务营业收入为64.64亿元，同比增长17.23%。合计收入为268.60亿元，同 比增长2.22%。国际货运代理业务收入同比增长，供应链业务、国际快递及跨境电商物流业务保持较快 增长。上述数据未经审计，与定期报告可能存在差异。 最新公告列表 《2026年1月快递物流业务经营简报》 截至2026年2月24日收盘，顺丰控股（002352）报收于37.65元，较前一交易日下跌0.5%，最新总市值为 1897.35亿元。该股当日开盘37.96元，最高38.04元，最低37.61元，成交额达9.57亿元，换手率为 0.53%。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 ...

Major Events - Xunce (03317) has been included in the Hang Seng Index series [1] - Zhonghui Biotech-B (02627) has been included in the Hang Seng Composite Index [1] - Woan Robotics (06600) has been included in the Hang Seng Composite Index [1] - Guangdong-Hong Kong-Macau Holdings (01396) has been included in the MSCI China Small Cap Index [1] - Different Group (06090) has been included in the Hang Seng Index series [1] - Jinfang Pharmaceutical-B (02595) has been included in both the Hang Seng Index series and MSCI Index [1] - Huitongda Network (09878) has completed the acquisition of a 25% stake in Jintongling (300091.SZ), accelerating the implementation of its "integrated production and sales" strategy [1] - Yingda Real Estate (00432) has received a $400 million offer to acquire Rafflesia Investment Limited [1] Operating Performance - SF Holding (06936) reported a total revenue of 26.86 billion yuan from its express logistics, supply chain, and international businesses in January, a year-on-year increase of 2.22% [1] - Lukoil (06623) announced a total revenue of 24.513 billion yuan for the fiscal year 2024 [1] - YTO Express International (06123) issued a profit warning, expecting a net loss of approximately 145 million to 154 million HKD for the fiscal year 2025 [1] - Sands China Ltd. (01928) reported a net profit of $896 million for 2025, a year-on-year decrease of 14.3% [1] - Shanghai Fudan (01385) reported a net profit attributable to shareholders of approximately 232 million yuan for 2025, a year-on-year decrease of 59.42% [1] - Ronshine China (03301) reported a total contract sales amount of approximately 21.8 million yuan in January, a year-on-year decrease of 37.71% [1] - Greater China Financial (00431) reported a shareholder loss of 113 million HKD for 2024, a year-on-year decrease of 75.98% [1]

Group 1: Market Updates - The Hang Seng Index will increase its constituent stocks from 88 to 90, adding CATL, Luoyang Molybdenum, and Laopu Gold [1] - The Dow Jones Industrial Average rose by 48.95 points to 49,500.93, a gain of 0.1%, while the S&P 500 increased by 3.41 points to 6,836.17, a rise of 0.05%. The Nasdaq Composite fell by 50.48 points to 22,546.67, a decline of 0.22% [2] - Gold and silver futures both rose over 2%, with gold prices surpassing $5,000, closing at $5,063.80 per ounce, and silver at $77.27 per ounce [3] Group 2: Regulatory Developments - The State Administration for Market Regulation issued the "Antitrust Compliance Guidelines for Internet Platforms," aimed at clarifying the boundaries of competitive behavior for platform operators [4] - The Financial Regulatory Bureau, in conjunction with the Market Regulation Bureau and the People's Bank of China, held discussions with six travel platform companies regarding compliance in lending practices [5] - The People's Bank of China and the Financial Regulatory Bureau released a list of 21 systemically important banks, categorized into five groups based on their importance scores [6] Group 3: Industry Performance - In January, the national port equipment operating rate was 33.85%, an increase of 2.97 percentage points year-on-year, indicating strong demand in foreign trade [7] - SF Holding reported a total revenue of 26.86 billion yuan in January, a year-on-year increase of 2.22%, driven by growth in supply chain and international logistics [9] - Sands China Limited reported a net profit of $896 million for 2025, a decrease of 14.3%, while total revenue increased by 5.1% to $7.44 billion [10] Group 4: Technological Advancements - MIKRON Heart Technology announced that its new generation implantable cardioverter-defibrillator (ICD) is entering the special review process for innovative medical devices, potentially becoming the first domestically approved MRI-safe ICD [8] - The release of the national certification standard for automotive steering systems is seen as a significant step towards the mass production of steer-by-wire technology, which offers advantages such as improved cabin space and enhanced driving comfort [11]

Core Viewpoint - The company reported a total revenue of RMB 26.86 billion for January 2026, reflecting a year-on-year growth of 2.22% in its express logistics and supply chain and international business segments [1][2]. Group 1: Business Segments - The express logistics business includes time-sensitive express, economy express, freight, cold chain, pharmaceutical, and same-city instant delivery services [1]. - The supply chain and international business primarily encompass international express, international freight and agency, and supply chain services [1]. - The company achieved a year-on-year revenue growth of 17.23% in its supply chain and international business, driven by the growth in international freight forwarding, supply chain, international express, and cross-border e-commerce logistics [2]. Group 2: Strategic Focus - The company emphasizes sustainable and healthy development, upgrading its operational mechanisms, and dynamically adjusting market strategies to meet diverse customer logistics needs and pursue high-quality business growth [1]. - Despite a decline in international shipping prices affecting the growth rate of international freight and agency business, the company leveraged its global network and diverse product offerings to adapt to market changes and seize new opportunities for enterprises going abroad [2].

顺丰控股（002352）(002352.SZ)发布1月快递物流业务经营简报，1月速运物流业务营业收入203.96亿 元。1月速运物流业务、供应链及国际业务合计收入为人民币268.60亿元，同比增长2.22%。 其中：(1)公司坚持可持续健康发展的经营基调，升级激活经营进阶机制，动态调优市场策略，以高品 质服务满足客户多元化物流需求，追求业务高质量增长。(2)尽管国际海运价格同比回落影响公司国际 货运及代理业务收入增速，但公司凭借全球网络优势与丰富产品组合，灵活应对市场变化，积极把握企 业出海新机遇，使得国际货运代理业务收入同比实现增长。供应链业务、国际快递及跨境电商物流业务 收入保持较快增长，带动公司整体供应链及国际业务收入同比增长17.23%。 ...

Core Viewpoint - SF Holding (002352.SZ) reported a revenue of 20.396 billion RMB for its express logistics business in January, with a total revenue of 26.860 billion RMB from express logistics, supply chain, and international business, reflecting a year-on-year growth of 2.22% [1] Group 1: Business Performance - The company maintains a sustainable and healthy development approach, enhancing operational mechanisms and dynamically adjusting market strategies to meet diverse logistics needs with high-quality services [1] - Despite a year-on-year decline in international shipping prices affecting the growth rate of international freight and agency business revenue, the company leveraged its global network and diverse product offerings to adapt to market changes and seize new opportunities for enterprises going abroad, resulting in a year-on-year increase in international freight forwarding revenue [1] - Revenue from supply chain business, international express, and cross-border e-commerce logistics maintained rapid growth, driving a year-on-year increase of 17.23% in overall supply chain and international business revenue [1]

Core Viewpoint - SF Holding (06936) reported a revenue of RMB 26.86 billion for its express logistics, supply chain, and international business in January 2026, representing a year-on-year growth of 2.22% [1] Group 1: Business Performance - The company maintains a sustainable and healthy development approach, upgrading its operational mechanisms and dynamically adjusting market strategies to meet diverse customer logistics needs [1] - Despite a year-on-year decline in international shipping prices affecting the growth rate of international freight and agency business revenue, the company leveraged its global network and rich product offerings to adapt to market changes [1] - The revenue from the international freight forwarding business achieved year-on-year growth, supported by the company's proactive engagement in new opportunities for enterprises going abroad [1] Group 2: Revenue Growth in Specific Segments - The supply chain business, international express, and cross-border e-commerce logistics segments experienced rapid revenue growth, contributing to a year-on-year increase of 17.23% in overall supply chain and international business revenue [1]

格隆汇2月13日丨顺丰控股(06936.HK)公告，公司2026年1月速运物流业务、供应链及国际业务合计收入 为人民币268.60亿元，同比增长2.22%。其中：(1)公司坚持可持续健康发展的经营基调，升级激活经营 进阶机制，动态调优市场策略，以高品质服务满足客户多元化物流需求，追求业务高质量增长； (2)尽管国际海运价格同比回落影响公司国际货运及代理业务收入增速，但公司凭藉全球网络优势与丰 富产品组合，灵活应对市场变化，积极把握企业出海新机遇，使得国际货运代理业务收入同比实现增 长。供应链业务、国际快递及跨境电商物流业务收入保持较快增长，带动整体供应链及国际业务收入同 比增长17.23%。 ...

(2)尽管国际海运价格同比回落影响公司国际货运及代理业务收入增速，但公司凭藉全球网络优势与丰 富产品组合，灵活应对市场变化，积极把握企业出海新机遇，使得国际货运代理业务收入同比实现增 长。供应链业务、国际快递及跨境电商物流业务收入保持较快增长，带动整体供应链及国际业务收入同 比增长17.23%。 格隆汇2月13日丨顺丰控股(06936.HK)公告，公司2026年1月速运物流业务、供应链及国际业务合计收入 为人民币268.60亿元，同比增长2.22%。其中：(1)公司坚持可持续健康发展的经营基调，升级激活经营 进阶机制，动态调优市场策略，以高品质服务满足客户多元化物流需求，追求业务高质量增长； ...

Core Viewpoint - SF Holding (002352)(06936) reported a total revenue of RMB 26.86 billion for its express logistics, supply chain, and international business in January 2026, representing a year-on-year growth of 2.22% [1] Group 1: Business Performance - The company maintains a sustainable and healthy development approach, upgrading its operational mechanisms and dynamically adjusting market strategies to meet diverse logistics needs with high-quality services [1] - Despite a year-on-year decline in international shipping prices affecting the growth rate of international freight and agency business revenue, the company leveraged its global network and diverse product offerings to adapt to market changes [1] - The revenue from the international freight forwarding business increased year-on-year, supported by the company's proactive engagement in new opportunities for enterprises going abroad [1] Group 2: Revenue Growth in Specific Segments - The supply chain business, international express, and cross-border e-commerce logistics segments experienced rapid revenue growth, contributing to a year-on-year increase of 17.23% in overall supply chain and international business revenue [1]