格隆汇8月15日丨顺丰控股(06936.HK)公布，公司将于2025年8月28日召开董事会会议，以（其中包括） 审议及通过集团截至2025年6月30日止六个月的中期业绩及其发布，以及审议派发中期股息的建议（如 有）。 ...

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。 順豐控股股份有限公司（「本公司」，及其附屬公司統稱「本集團」）董事會（「董 事會」）謹此宣佈，本公司董事會會議將於2025年8月28日（星期四）舉行，藉以 （其中包括）考慮及批准本集團截至2025年6月30日止六個月的中期業績及其發 佈，以及考慮派發中期股息（如有）。 董事會命 順豐控股股份有限公司 聯席公司秘書 甘玲 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） 董事會會議召開日期 中國深圳，2025年8月15日 於本公告日期，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、王 欣女士及徐本松先生；及獨立非執行董事陳尚偉先生、李嘉士先生及丁益博士。 ...

Summary of SF Express Conference Call Company Overview - **Company**: SF Express (顺丰控股) - **Industry**: Logistics and Express Delivery Key Points and Arguments Strategic Adjustments - SF Express faced significant challenges due to blind diversification and product downscaling, leading to cost overruns and its first loss since going public in Q1 2021. The company quickly adjusted its strategy by exiting unprofitable businesses and stabilizing the average order value at approximately 15 RMB [2][4] - The "Four Network Integration" strategy was implemented to merge large and small parcel networks, warehousing, and franchise networks, reducing asset redundancy and improving network efficiency, generating an annual profit increment of about 1 billion RMB [2][4] Capital Expenditure and Cash Flow - The capital expenditure cycle is entering a downward phase, expected to maintain between 8 billion to 10 billion RMB in the future. Asset turnover and ROE are on the rise, significantly improving free cash flow [3][10] - The company has increased the number of transfer stations and optimized routing, resulting in a daily business volume of 40 million parcels across approximately 250 stations by 2024, showcasing a significant cost advantage [3][5] Operational Efficiency - SF Express has adopted direct sorting and a cage-free direct delivery model, which is expected to cover 10% of its network by the end of 2024. This has improved the efficiency of delivery personnel from an average of 80 parcels per day in 2019 to 166 parcels in 2024, optimizing overall network costs [2][5] Organizational Changes - The company has undergone three significant organizational transformations: transitioning from a franchise model to a direct operation model, implementing a partner program, and activating operational actions to enhance organizational capabilities and adapt to market changes [6][7] - The future direction includes an industry transformation, providing standardized logistics solutions for sectors such as e-commerce, telecommunications, automotive, and industrial manufacturing, with a revenue growth rate exceeding 20% in vertical segments by 2024 [8][9] Shareholder Returns - SF Express has introduced a five-year dividend return plan, with a regular dividend yield exceeding 2%. The dividend payout ratio is expected to increase from 20% to 40% by 2024, alongside enhanced stock buyback efforts [3][11][12] Valuation and Investment Potential - The current valuation of SF Express is considered attractive, transitioning from a growth stock to a value growth stock. The company has improved its profitability through strategic adjustments, making it a high-investment value opportunity [13] Additional Important Insights - The company is focusing on international expansion, leveraging its logistics capabilities to support Chinese brands entering overseas markets, with a significant portion of revenue coming from international operations [8][9]

Core Points - The company, SF Holding, has completed its A-share repurchase program as of April 28, 2025 [1] - A total of 23,270,358 A-shares were repurchased, accounting for 0.46% of the total share capital before cancellation [1] - The average transaction price for the repurchased shares was RMB 36.91 per share, with a total transaction amount of RMB 859 million [1] - The repurchased shares have been officially canceled, reducing the total share capital from 5,062,692,017 shares to 5,039,421,659 shares [1] - The cancellation of the repurchased shares will not have a substantial impact on the company's financial status or operating results [1]

Core Viewpoint - SF Holding has completed its A-share repurchase plan, which aligns with relevant laws and regulations, and the established repurchase scheme [1] Summary by Sections Repurchase Details - The company repurchased a total of 23,270,358 A-shares, accounting for 0.46% of the total share capital before cancellation [1] - The average transaction price was RMB 36.91 per share, with a maximum price of RMB 41.20 and a minimum price of RMB 33.79 [1] - The total amount spent on the repurchase was RMB 859 million, excluding transaction fees [1] Cancellation Process - As of August 7, 2025, the company completed the cancellation of the repurchased shares at the Shenzhen branch of China Securities Depository and Clearing Co., Ltd [1] - The cancellation of these shares will not have a substantial impact on the company's financial status and operating results [1] - Following the cancellation, the total share capital decreased from 5,062,692,017 shares to 5,039,421,659 shares [1]

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。 S.F. Holding Co., Ltd. 順豐控股股份有限公司 承董事會命 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。 （於中華人民共和國註冊成立的股份有限公司） （股份代號：6936） 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。 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。 順豐控股股份有限公司 聯席公司秘書 甘玲 中國深圳，2025年8月8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、王 欣女士及徐本松先生；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：2025-055 顺丰控股股份有限公司 关于 ...

FF301 2. 股份分類 普通股 股份類別 A 於香港聯交所上市 (註1) 否 證券代號 (如上市) 002352 說明 A股 (於深圳證券交易所上市) 法定/註冊股份數目 面值 法定/註冊股本 上月底結存 4,822,692,017 RMB 1 RMB 4,822,692,017 增加 / 減少 (-) 0 RMB 0 本月底結存 4,822,692,017 RMB 1 RMB 4,822,692,017 法定/註冊股份數目 面值 法定/註冊股本 上月底結存 170,000,000 RMB 1 RMB 170,000,000 增加 / 減少 (-) 70,000,000 RMB 70,000,000 本月底結存 240,000,000 RMB 1 RMB 240,000,000 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 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: 2025年8月7日 截至月份: 2025年7月31日 狀態: 重新提交 股份發行人及根據《上市規則》第 ...

| 股份代號: | 06936 | | --- | --- | | 上市法國名稱: | 順豐控股股份有限公司 - H股 | | 日期 (日 / 月 / 年): | 07/07/2025 - 07/08/2025 | 格隆汇8月7日丨根据联交所最新权益披露资料显示，2025年8月1日，顺丰控股(06936.HK)获JPMorgan Chase & Co.以每股均价44.3797港元增持好仓26.32万 股，涉资约1168.16万港元。 增持后，JPMorgan Chase & Co.最新持好仓数目为17,035,168股，持好仓比例由6.98%上升至7.09%。 | 表格序號 | 大股東/董事/最高行政人員名 作出披露的 買入 / 寶出或涉及的 每股的平均價 | | | | | | 持有權益的股份數目 佔已發行的有關事件的日 相關法 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 股份题目 | | | (語參閱上述 * 註 | 有投票權股 期 (日 / 月 / | | | | | | | | | 份自分玩 ICE | | CS2025080 ...

智通财经APP获悉，香港联交所最新资料显示，8月1日，小摩增持顺丰控股(06936)26.322万股，每股作 价44.3797港元，总金额约为1168.16万港元。增持后最新持股数目约为1703.52万股，最新持股比例为 7.09%。 ...

Core Viewpoint - SF Holding (06936) announced that as of July 31, 2025, the company has not yet repurchased its A-shares through a dedicated securities account via centralized bidding [1] Summary by Relevant Categories - Company Actions - SF Holding has not engaged in any share repurchase activities as of the specified date [1]