Core Viewpoint - The company reported a total revenue of RMB 26.86 billion for its express logistics, supply chain, and international business in January 2026, 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 (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]

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，並明確表示概不就因本公告全部或任何部分內容所產生或因 依賴該等內容而引致的任何損失承擔任何責任。 1 1. 速運物流業務：主要包括公司的時效快遞、經濟快遞、快運、冷運及醫藥，及同城即時 配送業務板塊。 2. 供應鏈及國際業務：主要包括公司的國際快遞、國際貨運及代理，及供應鏈業務板塊。 3. 以上收入不含公司其他非物流業務收入。 S.F. Holding Co., Ltd. 順豐控股股份有限公司 （於中華人民共和國註冊成立的股份有限公司） （股份代號：6936） 2026 年 1 月快遞物流業務經營簡報 根據《深圳證券交易所上市公司自律監管指引第3號 —— 行業信息披露》的規 定，順豐控股股份有限公司（以下簡稱「公司」或「本公司」）現披露2026年1月業 務經營簡報情況如下： | 項目 | | 2026年1月 | 2025年1月 | 同比變動 | | --- | --- | --- | --- | --- | | 1. | 速運物流業務 | | | | | | （人民幣億元） 營業收入 | 203.96 ...

Core Viewpoint - SF Holding (002352.SZ) 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] Revenue Breakdown - The supply chain business, international express, and cross-border e-commerce logistics experienced rapid growth, contributing to a 17.23% year-on-year increase in overall revenue from supply chain and international operations [1]

Core Viewpoint - The company reported a total revenue of RMB 26.86 billion for its express logistics, supply chain, and international business in January 2026, reflecting a year-on-year growth of 2.22% [1] Group 1: Express Logistics Business - The express logistics business generated revenue of RMB 20.396 billion, showing a year-on-year decline of 1.77% [1] - The business volume reached 1.386 billion parcels, which is a year-on-year increase of 4.21% [1] - The revenue per parcel was RMB 14.72, representing a year-on-year decrease of 5.70% [1] Group 2: Supply Chain and International Business - The supply chain and international business reported revenue of RMB 6.464 billion, marking a year-on-year growth of 17.23% [1]

证券代码：002352 证券简称：顺丰控股 公告编号：2026-008 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导 性陈述或重大遗漏。 根据《深圳证券交易所上市公司自律监管指引第 3 号——行业信息披露》的 规定，顺丰控股股份有限公司（以下简称"公司"）现披露 2026 年 1 月业务经 营简报情况如下： | 项目 | 2026 年 | 1 月 | 2025 年 | 1 月 | 同比变动 | | --- | --- | --- | --- | --- | --- | | 1、速运物流业务 | | | | | | | 营业收入（人民币亿元） | | 203.96 | | 207.63 | -1.77% | | 业务量（亿票） | | 13.86 | | 13.30 | 4.21% | | 单票收入（人民币元） | | 14.72 | | 15.61 | -5.70% | | 2、供应链及国际业务 | | | | | | | 营业收入（人民币亿元） | | 64.64 | | 55.14 | 17.23% | | 合计（人民币亿元） | | 268.60 | | 262.77 | ...

Core Viewpoint - SF Holding announced that its revenue from express logistics, supply chain, and international business for January 2026 reached RMB 26.86 billion, representing a year-on-year growth of 2.22% [1] Group 1: Revenue Breakdown - Revenue from express logistics business amounted to RMB 20.396 billion, showing a year-on-year decline of 1.77% [1] - The business volume for express logistics was 1.386 billion parcels, reflecting a year-on-year increase of 4.21% [1] - The average revenue per parcel for express logistics was RMB 14.72, which is a year-on-year decrease of 5.70% [1] Group 2: Supply Chain and International Business - Revenue from supply chain and international business reached RMB 6.464 billion, marking a year-on-year growth of 17.23% [1]

Core Viewpoint - SF Holding (002352) shows a steady growth in revenue and profit, but recent quarterly results indicate a decline in net profit and net profit after deducting non-recurring items, suggesting potential challenges ahead [2]. Financial Performance - For the first three quarters of 2025, SF Holding reported a main revenue of 225.26 billion yuan, an increase of 8.89% year-on-year [2]. - The net profit attributable to shareholders reached 8.31 billion yuan, up 9.07% year-on-year [2]. - The net profit after deducting non-recurring items was 6.78 billion yuan, a slight increase of 0.52% year-on-year [2]. - In Q3 2025, the company achieved a single-quarter main revenue of 78.40 billion yuan, up 8.21% year-on-year [2]. - However, the single-quarter net profit attributable to shareholders was 2.57 billion yuan, down 8.53% year-on-year [2]. - The single-quarter net profit after deducting non-recurring items was 2.23 billion yuan, down 14.17% year-on-year [2]. - The company's debt ratio stands at 49.99%, with investment income of 1.18 billion yuan and financial expenses of 1.33 billion yuan [2]. - The gross profit margin is reported at 12.96% [2]. Market Activity - As of February 9, 2026, SF Holding's stock closed at 38.97 yuan, with a slight increase of 0.28% [1]. - The trading volume was 228,500 hands, with a total transaction value of 889 million yuan [1]. - The net outflow of main funds was 16.21 million yuan, accounting for 1.82% of the total transaction value, while retail investors saw a net inflow of 13.06 million yuan, representing 1.47% of the total transaction value [1]. Analyst Ratings - In the last 90 days, 12 institutions have provided ratings for SF Holding, with 10 giving a "buy" rating and 2 giving an "increase" rating [2]. - The average target price set by institutions over the past 90 days is 49.27 yuan [2].

Group 1 - The core viewpoint of the article highlights SF Holding's role as an independent third-party comprehensive logistics service provider, catering to a diverse client base including traditional e-commerce, live e-commerce, video e-commerce, independent sites, and offline supermarkets [1] - SF Holding offers a wide range of services such as nationwide warehousing and distribution, instant retail logistics, cross-border air and sea transportation, and overseas warehousing, continuously enhancing its business scenario penetration [1]

FF301 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 | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 06936 | 說明 | H股 | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 240,000,000 | RMB | | 1 RMB | | 240,000,000 | | 增加 / 減少 (-) | | | 0 | | | RMB | | 0 | | 本月底結存 | | | 240,000,000 | RMB | | 1 RMB | | 240,000,000 | | 2. 股份分類 | 普通股 | 股份類別 | A | | 於香港聯交所上市 (註1) | | 否 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | ...