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: 2026年1月31日 狀態: 新提交 致：香港交易及結算所有限公司 FF301 公司名稱: 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） 呈交日期: 2026年2月5日 I. 法定/註冊股本變動 | 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. ...

Core Viewpoint - SF Holding (002352) shows a positive stock performance with a closing price of 38.47 yuan, up 2.12% as of February 4, 2026, indicating a strong market interest in the company [1]. Financial Performance - For the first three quarters of 2025, SF Holding reported a main business revenue of 225.26 billion yuan, an increase of 8.89% year-on-year, and a net profit attributable to shareholders of 8.31 billion yuan, up 9.07% year-on-year [3]. - The company's third-quarter revenue was 78.40 billion yuan, reflecting an 8.21% year-on-year increase, while the net profit for the same period was 2.57 billion yuan, showing a decline of 8.53% year-on-year [3]. - The company has a debt ratio of 49.99%, with investment income of 1.18 billion yuan and financial expenses of 1.33 billion yuan [3]. Market Position - SF Holding has a total market value of 193.87 billion yuan, ranking first in the logistics industry, with a net asset value of 108.98 billion yuan, also ranking second [3]. - The company has a price-to-earnings ratio (P/E) of 17.5, which is lower than the industry average of 20.17, and a price-to-book ratio (P/B) of 1.97, compared to the industry average of 2.85 [3]. Investment Sentiment - In the last 90 days, 12 institutions have rated the stock, with 10 buy ratings and 2 hold ratings, indicating strong institutional support [4]. - The average target price set by institutions over the past 90 days is 49.27 yuan, suggesting potential upside from the current trading price [4]. Capital Flow Analysis - On February 4, 2026, the net inflow of main funds was 165 million yuan, accounting for 11.7% of the total transaction amount, while retail investors saw a net outflow of 1.48 billion yuan, representing 10.5% of the total transaction amount [1][2]. - Over the past five days, the stock has experienced fluctuations in capital flow, with varying levels of net inflow and outflow from main funds, retail investors, and speculative funds [2].

每经AI快讯，2月4日，顺丰控股涨近5%，截至发稿涨4.74%，报36.68港元，成交额1.12亿港元。 ...

Core Viewpoint - SF Holding (002352) has seen a nearly 5% increase in stock price, attributed to the successful implementation of its "activation operation" mechanism, which has led to a 28.3% year-on-year growth in business volume for the first three quarters of 2025 [1] Group 1: Company Performance - The stock price of SF Holding rose by 4.74%, reaching HKD 36.68, with a trading volume of HKD 112 million [1] - The company is enhancing its operational network and ensuring high-quality service, which supports its operational guarantees [1] - The implementation of the "activation operation" mechanism has begun to show results, contributing to the growth in business volume [1] Group 2: Market Outlook - Guohai Securities indicates that the company's business structure adjustments under the "gain plan" are gradually showing effects, with performance expected to return to a growth trajectory [1] - The valuation of SF Holding is currently at a historical low, suggesting potential for both performance and valuation recovery [1] - The sensitivity of the company's express business and comprehensive logistics layout to economic cycles is highlighted, with expectations of gradual recovery as the domestic economy shows signs of mild recovery [1]

Core Viewpoint - SF Holding (06936) has seen a nearly 5% increase in stock price, currently at HKD 36.68, with a trading volume of HKD 112 million, indicating positive market sentiment driven by operational improvements and strategic adjustments [1] Group 1: Operational Performance - The implementation of the "activation operation" mechanism has shown initial results in the first three quarters of 2025, contributing to a 28.3% year-on-year increase in business volume [1] - The company is continuously upgrading its operational network to enhance high-quality and timely service delivery [1] Group 2: Market Strategy and Economic Sensitivity - SF Holding's time-sensitive business and comprehensive logistics layout are highly sensitive to economic cycles, with expectations of performance recovery as the domestic economy shows moderate signs of recovery [1] - The effects of the company's "gain plan" and business structure adjustments are gradually becoming evident, suggesting a return to growth trajectory [1] Group 3: Valuation and Growth Potential - The company's valuation is currently at a historical low, indicating potential for both performance and valuation recovery [1]

登录新浪财经APP 搜索【信披】查看更多考评等级 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。 本次回购符合相关法律法规的要求，符合既定的回购方案。 二、其他说明 公司回购股份的时间、回购股份数量及集中竞价交易的委托时段符合《深圳证券交易所上市公司自律监 管指引第9号一一回购股份》第十七条、十八条的相关规定。 1、公司未在下列期间内回购股票： （1）自可能对本公司股票交易价格产生重大影响的重大事项发生之日或者在决策过程中，至依法披露 之日内； （2）中国证监会及深圳证券交易所规定的其他情形。 基于对未来发展前景的信心和对自身价值的高度认同，顺丰控股股份有限公司（以下简称"公司"）于 2025年4月28日召开第六届董事会第二十次会议审议通过《关于2025年第1期A股回购股份方案的议 案》，并于2025年10月30日召开第六届董事会第二十五次会议审议通过《关于调整2025年第1期A股回 购股份方案的议案》，调整后本次回购股份方案为：回购资金总额不低于人民币15亿元且不超过人民币 30亿元，回购股份的种类为公司发行的A股社会公众股，回购价格不超过人民币60元/股（因 ...

Core Viewpoint - SF Holding Co., Ltd. is actively repurchasing its A-shares, reflecting confidence in its future development and recognition of its own value, with significant progress made in the share buyback program [1][3][4] Trading Information Summary - On February 3, 2026, SF Holding's stock closed at 37.67 yuan, up 0.83%, with a turnover rate of 0.45%, trading volume of 216,000 shares, and a transaction amount of 809 million yuan [1] - On the same day, the net inflow of main funds was 129 million yuan, indicating strong buying interest from major investors [4] Company Announcement Summary - As of January 31, 2026, SF Holding has repurchased a total of 48,288,689 A-shares, accounting for 0.96% of the total share capital, with a total repurchase amount of approximately 1.9 billion yuan, at an average price of 39.34 yuan per share [1] - On February 2, 2026, the company repurchased 1,336,800 A-shares at prices ranging from 37.25 yuan to 37.45 yuan, totaling approximately 49.92 million yuan, increasing the treasury stock to 49,625,489 shares [2] - On February 3, 2026, the company repurchased an additional 1,333,000 A-shares at prices between 37.33 yuan and 37.70 yuan, with a total cost of approximately 50.07 million yuan, raising the treasury stock to 50,958,489 shares [3] - Cumulatively, as of February 3, 2026, the total repurchased shares reached 50,958,489, representing 1.01% of the total share capital, with a total repurchase amount of approximately 2 billion yuan, at an average price of 39.24 yuan per share [3][4]

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。 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） 承董事會命 順豐控股股份有限公司 聯席公司秘書 甘玲 海外監管公告 本公告乃根據香港聯合交易所有限公司證券上市規則第13.10B條刊發。 根據中華人民共和國的有關法例規定，順豐控股股份有限公司（「本公司」）在巨 潮資訊網( www.cninfo.com.cn )刊發了以下公告。茲載列如下，僅供參閱。 中國深圳，2026年2月3日 於本公告日期，本公司董事會成員包括董事長及執行董事王衞先生，執行董事何捷先生及徐 本松先生；及獨立非執行董事陳尚偉先生、李嘉士先生及丁益博士。 证券代码：002352 证券简称：顺丰控股 公告编号：2026-007 顺丰控股股份有限公司 关于回购公司 A 股股份比例达到 1%的进展公告 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 ...

顺丰控股（002352）(002352.SZ)公告，公司截至2026年2月3日以集中竞价方式回购公司A股股份 5095.85万股，回购总金额约20亿元(不含交易费用)，回购股数占公司目前总股本1.01%。 ...

智通财经APP讯，顺丰控股(002352.SZ)公告，公司截至2026年2月3日以集中竞价方式回购公司A股股份 5095.85万股，回购总金额约20亿元(不含交易费用)，回购股数占公司目前总股本1.01%。 ...