此乃要件 請即處理 閣下如對本通函任何方面或應採取的行動有任何疑問，應諮詢 閣下的持牌證券交易商、銀行經 理、律師、專業會計師或其他專業顧問。 閣下如已售出或轉讓名下所有杭州順豐同城實業股份有限公司的股份，應立即將本通函連同隨附的 代表委任表格及回執送交買主或承讓人或經手買賣或轉讓的銀行或持牌證券交易商或其他代理商， 以便轉交買主或承讓人。 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通函的內容概不負責，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通函全部或任何部分內容所產生或因倚賴該等內容 而引致的任何損失承擔任何責任。 Hangzhou SF Intra-city Industrial Co., Ltd. 杭州順豐同城實業股份有限公司 （於中華人民共和國註冊成立的股份有限公司） （股份代號：9699） 建議重選董事 及 建議重選股東代表監事 及 建議續聘羅兵咸永道會計師事務所為本公司核數師 及 股東週年大會補充通告 本補充通函應與本公司日期為2025年4月28日的通函及本公司謹訂於2025年6月20日（星期五）上午 十時正以通訊方式舉行的股東週年大會（「股東週年大會」）的通告一併閱讀 ...

Group 1 - The consumption market during the Dragon Boat Festival is thriving, with 119 million domestic trips made, a year-on-year increase of 5.7%, and total spending reaching 42.73 billion RMB, up 5.9% [1] - Instant delivery services have effectively met the demand for personalized gifting during the festival, with significant growth in orders for cakes and flowers, particularly through the "one-to-one" delivery model [2][5] - The competition among food delivery platforms continues to intensify, with companies like Taobao, JD, and Meituan offering promotions to expand instant retail consumption scenarios, benefiting third-party delivery services [7] Group 2 - The demand for beverages, fast food, and supermarket goods has surged, with instant delivery services playing a crucial role in supporting holiday consumption [7][8] - Collaboration with major retail brands like Sam's Club and Yonghui Supermarket has led to significant growth in order volumes across various categories, ensuring that essential items are readily available for consumers [8] - The integration of diverse instant delivery services has revitalized traditional holiday experiences, allowing consumers to enjoy both at-home celebrations and immersive cultural activities [8]

Group 1 - Nvidia has regained its title as the world's most valuable company, surpassing Microsoft with a market capitalization of $3.45 trillion, following a stock price increase of approximately 3% to $141.40, and a nearly 24% rise over the past month despite export control and tariff concerns [1] - TSMC's chairman, Wei Zhejia, confirmed that the company will not establish a factory in the Middle East, dismissing rumors and stating that TSMC has begun receiving advanced chip orders related to humanoid robots, which have already made a preliminary contribution to revenue [1] Group 2 - Huawei's WATCH 5 will integrate DeepSeek, combining the Pangu large model with a sports health professional model to analyze over 200 indicators in the sports health field [2] - Huawei is set to launch the Pura 80 series and other new products on June 11 [3] Group 3 - Xiaomi has transferred multiple "kimi" trademarks to Beijing Moonlight Technology, which was established in April 2023, focusing on software development and AI applications [4] - Xiaomi's automotive business is expected to achieve profitability in the second half of this year, with the latest model, YU7, having a development budget of 3.5 billion yuan [5] - Xiaomi aims to sell 200 million smartphones globally annually, having already entered the top two in the domestic market [5] Group 4 - SF Express has expanded its unmanned vehicle service network to cover 38 major cities in China, with an operational scale of 200 vehicles and over 10,000 active routes in May [7] - The Ministry of Industry and Information Technology and four other departments have launched a campaign to promote the use of new energy vehicles in rural areas [8]

Group 1: Postal and Express Delivery Industry - During the Dragon Boat Festival holiday, the national postal and express delivery industry collected over 1.511 billion packages, representing a year-on-year growth of 19.4% [1] - The growth in the express delivery sector is attributed to the booming e-commerce market and the deepening of consumers' online shopping habits [1] - The application of intelligent equipment has improved logistics efficiency and reduced operational costs, further promoting high-quality development in the industry [1] Group 2: Autonomous Delivery Vehicles - SF Express announced that its fleet of autonomous delivery vehicles has increased to 200 units, covering 38 major cities nationwide [2] - The monthly active routes for these vehicles exceeded 10,000 in May [2] - The deployment of autonomous vehicles enhances logistics delivery efficiency and reduces labor costs, strengthening SF Express's competitiveness in the same-city delivery market [2] Group 3: Artificial Intelligence Development - Zero One Everything has established a smart technology company in Beijing with a registered capital of 100 million yuan, focusing on software development and AI applications [3] - The rapid development of artificial intelligence technology provides significant growth opportunities for related enterprises [3] - Zero One Everything aims to expand its business layout in software development and AI applications, necessitating continued investment in technology research and development [3] Group 4: Ride-Hailing Demand - Didi Chuxing reported a 31% year-on-year increase in ride-hailing demand during the Dragon Boat Festival holiday [4] - Dining and shopping venues were the top two popular scenarios for ride-hailing demand [4] - The increase in holiday travel demand reflects the recovery of the tourism market and consumers' reliance on convenient transportation services [4]

Group 1 - As of June 3, a total of 105 stocks reached their 52-week highs, with Huayin International Holdings (00989), Dingyifeng Holdings (00612), and Youquhui Holdings (02177) leading the high rate at 57.26%, 37.93%, and 23.02% respectively [1] - The closing prices and highest prices for the top three stocks are as follows: Huayin International Holdings at 1.370 and 1.950, Dingyifeng Holdings at 0.770 and 0.800, and Youquhui Holdings at 3.550 and 3.580 [1] - Other notable stocks that reached their 52-week highs include China Antibody-B (03681) with a high rate of 21.62% and Fengcheng Holdings (02295) at 19.52% [1] Group 2 - The report also lists stocks that reached their 52-week lows, with Des Holdings (08437) showing the largest decline at -38.79%, followed by Dimi Life Holdings (01667) at -20.50% [3] - The closing prices and lowest prices for the top three stocks that reached their lows are: Des Holdings at 0.177 and 0.071, Dimi Life Holdings at 0.140 and 0.128, and Lujizhi Technology (01745) at 0.197 and 0.194 [3] - Other stocks with significant declines include GBA Group (00261) at -11.48% and Baide International (02668) at -10.88% [3]

Core Insights - The company has increased its fleet of unmanned vehicles to 200 units, expanding its service network to cover 38 major cities across the country [1] - In May, the number of active delivery routes nationwide exceeded 10,000 [1] - The deployed White Rhino R5 unmanned vehicles are equipped with high-precision lidar and perception cameras, enabling all-weather operation [1] Technology and Operations - The unmanned vehicles can operate fully autonomously even in extreme weather conditions such as heavy rain and fog [1] - The vehicles are capable of handling complex scenarios, including steep slopes in underground parking lots and busy traffic during peak hours [1] - They can perform challenging tasks such as traffic light recognition and detouring around construction sites [1]

Summary of the Conference Call for SF Express City Company Overview - SF Express City is valued at approximately 13 times earnings, with a gross margin that has improved for seven consecutive years, nearing 7% [2][3] - Gross profit exceeds 1 billion yuan, benefiting from increased order volume and economies of scale [2][3] Financial Performance - The management expense ratio has rapidly decreased alongside order volume and revenue growth, dropping from 10% to single digits, indicating high operational leverage [4] - Sales expense ratio remains below 2%, attributed to the strong brand advantage and the company's position as an independent third-party delivery platform [4][5] - Net profit is projected to reach between 900 million to 1 billion yuan by 2027, with a potential increase in net profit margin by 3 percentage points [3] Business Structure - The business structure includes ToB (43% of revenue) and ToC (15% of revenue) for urban delivery, with over 40% of revenue from last-mile delivery services for SF Holding [2][6] - Key ToB clients include major brands like Luckin Coffee and Sam's Club, utilizing a comprehensive delivery model to enhance efficiency [6][7] Market Trends and Competitive Landscape - The rise of new consumption brands has led to a rapid increase in order volume, providing more new customers for SF Express City [7] - The last-mile delivery segment has seen explosive growth, with daily orders exceeding 1.5 million, driven by the rise of returns and reverse logistics [8][9] Technology and Innovation - The logistics robot and unmanned vehicle sectors are gaining market attention, with significant potential for future development [10] - Unmanned vehicles are primarily used for transportation between franchisee locations, offering substantial cost advantages over traditional drivers [11] - The cost of operating unmanned vehicles is significantly lower, with monthly costs around 2,100 yuan compared to 4,000-5,000 yuan for human drivers [11] Future Prospects - The company is exploring more applications for robotic delivery, particularly in the ToB sector, where labor costs are high [12] - The development of Robotaxi is progressing, with companies like Tesla planning launches and significant opportunities in the transportation sector [13] - The current policy landscape for unmanned driving is primarily city-based, with high market acceptance indicating strong future growth potential [15]

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。 Hangzhou SF Intra-city Industrial Co., Ltd. 杭州順豐同城實業股份有限公司 （於中華人民共和國註冊成立的股份有限公司） （股份代號：9699） 除非另有界定者，本公告所用詞彙與本公司日期為2025年5月8日的通函所界定者 具有相同涵義。 於臨時股東大會當日，賦予股東權利出席臨時股東大會並於會上表決贊成或反對 所有決議案的已發行股份總數為914,254,707股股份（包括742,489,809股H股（不 包括庫存股份）及171,764,898股境內未上市股份）。截至臨時股東大會，本公司持 有3,120,800股庫存股份（包括由中央結算系統持有或存放於中央結算系統的任何 庫存股份），因此並無於臨時股東大會上行使該等庫存股份的投票權。除上文所披 露者外，(i)概無股東有權出席臨時股東大會但根據上市規則第13.40條所載須放棄 表決贊成決議案；(ii)概無股東須按上市規則 ...

Summary of Key Points Core Viewpoint - As of May 28, a total of 65 stocks reached their 52-week highs, with notable performances from Kingway Medical Holdings (08559), China Silver Technology (00515), and Honghui Group (00183) leading the list with high rates of increase [1]. Group 1: Stocks Reaching 52-Week Highs - Kingway Medical Holdings (08559) achieved a closing price of 0.027 with a peak of 0.045, marking a high rate of 32.35% [1]. - China Silver Technology (00515) closed at 0.280, reaching a maximum of 0.305, resulting in a high rate of 28.15% [1]. - Honghui Group (00183) had a closing price of 0.255, with a peak price of 0.255, reflecting a high rate of 27.50% [1]. - Other notable stocks include Emperor Watch and Jewellery (00887) with a high rate of 27.14% and Sogo Department Store (00312) at 21.79% [1]. Group 2: Additional Stocks with Significant Increases - Lehua Entertainment (02306) reached a high rate of 13.73% with a closing price of 2.540 [1]. - Kingway Medical (08143) had a closing price of 0.124 and a peak of 0.230, resulting in a high rate of 10.05% [1]. - Other stocks with notable increases include Zhu Feng Gold (01815) at 6.98% and Yaoshi Bang (09885) at 6.68% [1]. Group 3: Stocks with Lower Performance - The report also includes stocks that did not perform as well, with some reaching their 52-week lows, such as China Parenting Network (01736) with a low rate of -14.40% [2]. - XI Nan Tes-U (09366) and XI Nan Tes (07366) also showed declines of -10.08% and -8.60% respectively [2]. - Other stocks like He Fu Hui Huang (00733) and Pai Ge Biomedical-B (02565) experienced decreases of -7.04% and -6.95% [2].

Group 1 - The core activity of Shunfeng Tongcheng is the "Duanwu Limited Knight" event, where riders distribute random gifts to pedestrians in 13 cities, enhancing brand visibility and consumer engagement [1] - The offline consumption market is experiencing a resurgence, with traditional and trendy stores seeing long queues, indicating strong consumer interest in festive products like zongzi [1] - Shunfeng Tongcheng offers personalized services such as "buying and sending" for business gifts and personal presents, ensuring reliable delivery during the festive season [1] Group 2 - The overall sales of zongzi and other seasonal products like mugwort and sachets are performing well, driven by the rise of instant retail [2] - Shunfeng Tongcheng collaborates with platforms like Douyin, WeChat, and Alibaba to provide comprehensive order fulfillment support, leading to record-high order volumes during festive periods [2] - For instance, during the 520 event, Shunfeng Tongcheng saw a more than 9-fold increase in flower orders compared to the previous day, with Douyin ecosystem orders growing by 237% year-on-year [2]