智通财经APP讯，韵达股份(002120.SZ)发布2025年半年度报告，报告期内，公司实现营业收入248.33亿 元，同比增长6.80%。实现归属于上市公司股东的净利润5.29亿元，同比下降49.19%。实现归属于上市 公司股东的扣除非经常性损益的净利润4.53亿元，同比下降45.60%。基本每股收益0.1829元。 ...

Core Viewpoint - Yunda Holdings (002120.SZ) reported a revenue of 24.833 billion yuan for the first half of 2025, reflecting a year-on-year growth of 6.80%. However, the net profit attributable to shareholders decreased by 49.19% to 529 million yuan, indicating significant challenges in profitability despite revenue growth [1]. Financial Performance - The company achieved an operating revenue of 24.833 billion yuan, which is a 6.80% increase compared to the previous year [1]. - The net profit attributable to shareholders was 529 million yuan, showing a decline of 49.19% year-on-year [1]. - The net profit attributable to shareholders after deducting non-recurring gains and losses was 453 million yuan, down 45.60% year-on-year [1]. - The basic earnings per share were reported at 0.1829 yuan [1].

Core Insights - Yunda Holdings (002120.SZ) reported a revenue of 24.833 billion yuan for the first half of 2025, representing a year-on-year growth of 6.80% [1] - The net profit attributable to shareholders of the listed company was 529 million yuan, showing a year-on-year decline of 49.19% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 453 million yuan, down 45.60% year-on-year [1] - The basic earnings per share stood at 0.1829 yuan [1]

Core Viewpoint - Yunda Holdings demonstrated significant growth in its express delivery business in the first half of 2025, achieving a business volume of 12.726 billion packages, a year-on-year increase of 16.5%, despite a nearly 8% decline in industry prices [1] Group 1: Business Performance - The company reported a revenue of 24.833 billion yuan, reflecting a year-on-year growth of 6.8% [1] - Net profit attributable to shareholders reached 529 million yuan, showcasing resilience in a challenging pricing environment [1] Group 2: Technological Empowerment - Yunda has deepened its "technology empowerment" strategy, actively advancing the construction of smart transfer centers, with 71 hubs and 1,926 grid warehouses currently operational [3] - The deployment of over 500 delivery drones and vehicles across more than 150 locations has enhanced last-mile delivery capabilities [3] - The company has implemented four digital management tools to meet diverse service needs of merchants, customers, and consumers [3] Group 3: Rural Revitalization Initiatives - Yunda has accelerated its "Two In, One Out" project, adding 1,300 new township outlets and achieving over 99.8% coverage in county-level areas [5] - The number of end-store stations has increased to 97,000, with some locations offering 24-hour self-service pickup [5] - The "Smart Orange Network" service product has improved logistics for agricultural products, significantly increasing farmers' incomes [5] Group 4: Service Quality Enhancement - The company has elevated service quality to a strategic level, establishing multiple task forces for e-commerce platforms to enhance service delivery [7] - Investments in automated sorting equipment and the introduction of smart delivery resources have improved package delivery efficiency and customer satisfaction [7] - Yunda aims to transition from price competition to value competition within the industry through its strategic initiatives [7]

Index Performance - The CSI A500 Index increased by 3.34% this week, marking four consecutive weeks of gains, closing at 5372.76 points on August 29 [4][5] - The average daily trading volume for the week was 10,436.75 billion yuan, with a week-on-week increase of 30.39% [4][5] Component Stock Performance - The top ten gainers this week included Tianfu Communication (61.54%), Yanshan Technology (34.86%), and Shenzhen South Circuit (32.07%) [3] - The top ten losers included Berteli (-11.09%), Giant Star Technology (-9.33%), and Weining Health (-7.78%) [3] Fund Performance - All 39 CSI A500 funds reported positive returns, with the highest increase from Guolian An at 4.72% [5] - The total scale of CSI A500 funds reached 1884.32 billion yuan, showing an increase compared to the previous week [5] - The top three funds by scale were Huatai-PB (210.84 billion yuan), E Fund (198.54 billion yuan), and Guotai Fund (195.83 billion yuan) [5] Market Outlook - Current market conditions support continued stock market growth, with reasonable valuations and emerging positive factors such as a potential interest rate cut cycle by the Federal Reserve [6] - The market is expected to experience a "rotation and rebound" characteristic, with short-term rebound opportunities being more noteworthy [7] - In September, basic factors may have a weaker impact on the market, but liquidity-driven trading is at historical highs, suggesting a potential shift in market dynamics [7]

韵达控股集团股份有限公司 2025年半年度非经营性资金占用及其他关联资金往来情况汇总表 编制单位：韵达控股集团股份有限公司 单位：万元 | 非经营性资金占用 | 资金占用方名称 | 占用方与上市 公司的关联关 | 上市公司核算的 会计科目 | 2025 年初占 用资金余额 | 2025 年 1-6 月占 用累计发生金额 | 2025 年 1-6 月占 用资金的利息 | 2025 年 1-6 月偿 还累计发生金额 | 2025 年 6 月 30 日占用资金余额 | 占用形成原因 | 占用性质 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 系 | | | (不含利息) | (如有) | | | | | | 控股股东、实际控制人及其附属企业 | | | | | | | | | | 非经营性占用 | | 小计 | — | — | — | | | | | | | | | 前控股股东、实际控制人及其附属企业 | | | | | | | | | | 非经营性占用 | | 小计 | — | — | — | | | | | ...

一、审计报告 韵达控股集团股份有限公司 2025 年半年度财务报告 韵达控股集团股份有限公司 2025 年半年度财务报告 2025 年 8 月 1 韵达控股集团股份有限公司 2025 年半年度财务报告 半年度报告是否经过审计 □是 否 公司半年度财务报告未经审计。 二、财务报表 财务附注中报表的单位为：元 1、合并资产负债表 编制单位：韵达控股集团股份有限公司 2025 年 06 月 30 日 单位：元 | 项目 | 期末余额 | 期初余额 | | --- | --- | --- | | 流动资产： | | | | 货币资金 | 5,877,573,096.89 | 5,703,049,311.38 | | 结算备付金 | | | | 拆出资金 | | | | 交易性金融资产 | 5,285,536,800.37 | 6,174,989,409.68 | | 衍生金融资产 | 107,635,789.35 | 95,271,130.22 | | 应收票据 | | | | 应收账款 | 697,289,040.06 | 798,319,912.36 | | 应收款项融资 | | | | 预付款项 | 406,9 ...

韵达股份8月29日晚间披露半年报，公司上半年实现营业收入248.33亿元，同比增长6.80%；归属于上市 公司股东的净利润5.29亿元，同比下降49.19%；基本每股收益0.1829元。 ...

韵达控股集团股份有限公司 2025 年半年度报告全文 韵达控股集团股份有限公司 2025 年半年度报告 2025 年 8 月 1 韵达控股集团股份有限公司 2025 年半年度报告全文 第一节 重要提示、目录和释义 公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的 真实、准确、完整，不存在虚假记载、误导性陈述或者重大遗漏，并承担个别 和连带的法律责任。 公司负责人聂腾云、主管会计工作负责人谢万涛及会计机构负责人（会计 主管人员）汪海粟声明：保证本半年度报告中财务报告的真实、准确、完整。 所有董事均已出席了审议本次半年报的董事会会议。 本报告中涉及的未来发展规划及经营目标相关的前瞻性陈述，属于计划性 事项，不构成公司对投资者的实质承诺，敬请投资者理性投资，注意投资风险。 公司需遵守《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》中的"快递服务业"的披露要求。 公司在本半年度报告中详细阐述了未来可能发生的有关风险因素及对策， 详见"第三节管理层讨论与分析"之"十、公司面临的风险和应对措施"，敬请投 资者予以关注。 公司计划不派发现金红利，不送红股，不以公积金转增股本。 2 | . ...

Market Overview - The logistics sector experienced a decline of 4.05% on August 29, with SF Holding leading the drop [1] - The Shanghai Composite Index closed at 3857.93, up 0.37%, while the Shenzhen Component Index closed at 12696.15, up 0.99% [1] Individual Stock Performance - SF Holding (002352) closed at 44.57, down 7.91%, with a trading volume of 1.669 million shares and a transaction value of 7.564 billion [2] - YTO Express (圆通速递) closed at 16.95, down 7.12%, with a trading volume of 506,200 shares and a transaction value of 872 million [2] - Shentong Express (申通快递) closed at 17.41, down 5.38%, with a trading volume of 350,800 shares and a transaction value of 617 million [2] - Yunda Holdings (韵达股份) closed at 7.99, down 5.33%, with a trading volume of 849,000 shares and a transaction value of 692 million [2] Capital Flow Analysis - The logistics sector saw a net outflow of 1.08 billion from institutional investors, while retail investors contributed a net inflow of 661 million [2][3] - Major stocks like Zhongchu股份 (中储股份) experienced a net outflow of 47.041 million from institutional investors [3] - Long-term investors showed a preference for stocks like Wanlin Logistics (万林物流), which had a net inflow of 37.022 million from institutional investors [3]