顺丰控股（002352）(06936)公布，2025年9月23日耗资约8079.58万元回购202万股A股股份。 ...

智通财经APP讯，顺丰控股(06936)公布，2025年9月23日耗资约8079.58万元回购202万股A股股份。 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 图片来源：视觉中国 顺丰控股（002352.SZ）9月22日晚间发布公告称，公司股东及监事刘冀鲁计划在2025年11月1日至2025 年12月31日期间，以大宗交易方式向其女婿赵颖坤转让公司A股股份数量不超过700万股，转让比例不 超过公司总股本的0.14%。 如果顶格转让700万股，并按顺丰控股9月22日收盘价40.32元/股计算，此次股权转让的合计金额将达 2.82亿元。 顺丰控股2024年年报显示，刘冀鲁出生于1947年，现年78岁。其毕业于安徽大学，专业为经济管理。 1994年至2016年，刘冀鲁历任马鞍山市鼎泰金属制品公司负责人、马鞍山市鼎泰科技有限责任公司董事 长兼总经理、 马鞍山鼎泰稀土新材料股份有限公司董事长兼总经理。2016年12月至今，其任顺丰控股 监事。 目前，顺丰控股业绩较好，今年上半年业绩报告显示，报告期内，顺丰控股营业收入达1468.58亿元， 同比增长9.26%；速运物流业务件量累计达78.5亿票，同比增幅25.7%，高出上半年行业平均增速的 19.3%。 业务规模稳步扩大的同时，其盈利水平进一步改善。今年 ...

顺丰控股(002352.SZ)9月22日晚间发布公告称，公司股东及监事刘冀鲁计划在2025年11月1日至2025年 12月31日期间，以大宗交易方式向其女婿赵颖坤转让公司A股股份数量不超过700万股，转让比例不超 过公司总股本的0.14%。 顺丰控股2024年年报显示，刘冀鲁出生于1947年，现年78岁。其毕业于安徽大学，专业为经济管理。 1994年至2016年，刘冀鲁历任马鞍山市鼎泰金属制品公司负责人、马鞍山市鼎泰科技有限责任公司董事 长兼总经理、 马鞍山鼎泰稀土新材料股份有限公司董事长兼总经理。2016年12月至今，其任顺丰控股 监事。 目前，顺丰控股业绩较好，今年上半年业绩报告显示，报告期内，顺丰控股营业收入达1468.58亿元， 同比增长9.26%；速运物流业务件量累计达78.5亿票，同比增幅25.7%，高出上半年行业平均增速的 19.3%。 业务规模稳步扩大的同时，其盈利水平进一步改善。今年上半年，该公司归母净利润达57.38亿元，同 比增长19.37%；归母净利润率提升至3.9%，较上年同期提高0.3个百分点，同时，顺丰日常经营现金流 与财务结构整体保持稳健，自由现金流量净额87.4亿元，同比提升 ...

【导读】顺丰控股（002352）公告，股东刘冀鲁计划向其女婿转让不超过700万股公司A股股份 公告也显示，刘冀鲁及其一致行动人将根据家庭资产规划需要等情形决定是否实施本计划。本次内部转让计划存在转让时间、数量、交易价格的不确定 性，也存在是否按期实施完成的不确定性。 资料显示，现年78岁的刘冀鲁，毕业于安徽大学，1994年至2016年历任马鞍山市鼎泰金属制品公司负责人、马鞍山市鼎泰科技有限责任公司董事长兼总经 理、马鞍山鼎泰稀土新材料股份有限公司董事长兼总经理；2016年12月至今，任顺丰控股监事。 根据最新披露的半年报，2025年上半年，顺丰控股实现营业收入1468.58亿元，同比增长9.26%；归母净利润为57.38亿元，同比增长19.37%。 002352.SZ[顺丰控股] 2025/09/22 收 40.32 幅 -1.85%(-0.76) 开 40.88 高 40.98 低 40.17 均 40.42 量 39.30万 换 0.82% 振 1.97% 额 15.886/ 2025/01/02-2025/09/22(177日) ▼ ロ MA5 40.84 ↓↓ MA10 41.14 ↓ ↓ MA20 ...

Core Viewpoint - SF Holding (002352.SZ, 06936.HK) reported a steady growth in its operations for August, with total revenue reaching 24.787 billion yuan, a year-on-year increase of 7.86% [1][2]. Group 1: Financial Performance - In August, the company's revenue totaled 24.787 billion yuan, with express delivery business revenue at 18.657 billion yuan, up 14.14% year-on-year [2]. - The total business volume reached 1.406 billion parcels, reflecting a year-on-year growth of 34.80% [1][2]. - For the first half of 2025, SF Holding achieved an operating revenue of 146.858 billion yuan, a 9.26% increase year-on-year, and a net profit of 5.738 billion yuan, up 19.37% [4][5]. Group 2: Business Segments - The supply chain and international business revenue reached 6.13 billion yuan in August [1][2]. - For the first half of 2025, the express logistics business generated 109.3 billion yuan, a 10.4% increase, while the supply chain and international business revenue was 34.2 billion yuan, up 9.7% [5]. Group 3: Strategic Initiatives - SF Holding is enhancing its global infrastructure, with the international cargo throughput at the Ezhou hub expected to grow over 100% in the first half of 2025 compared to the same period in 2024 [1][7]. - The company launched a "Common Growth" stockholding plan, with the controlling shareholder, Shenzhen Mingde Holdings, completing the donation of 200 million A-shares [1][7]. Group 4: Industry Context - The overall express delivery industry in China reported a business volume growth of 19.3% and revenue exceeding 700 billion yuan in the first half of 2025, although the average revenue per parcel has declined [2][3]. - Several express companies, including SF Holding, have seen improvements in per parcel revenue, but SF Holding experienced the largest decline, with a year-on-year drop of over 15% [3].

Core Viewpoint - The domestic express delivery industry is shifting from price competition to service value enhancement, with multiple companies announcing price increases across various regions since mid-September [1][2][3]. Price Adjustments - Major express companies such as Zhongtong, Yuantong, Yunda, and Jitu have announced price increases starting September 22 in Shanghai, following similar adjustments in Liaoning and other regions [2]. - The overall price increase ranges from 0.1 to 0.4 yuan per order, with some areas setting minimum prices for deliveries [2]. - This price adjustment follows earlier increases in Guangdong and Zhejiang, where the minimum price was raised by 0.4 yuan, and further increases are expected before the "Double Eleven" shopping festival [2][5]. Industry Trends - Over 10 regions have initiated "anti-involution" actions, indicating a trend of price increases spreading from core e-commerce areas to other regions [3]. - The industry is moving towards a unified pricing strategy to reduce low-price competition, supported by regulatory bodies [3][7]. Business Performance - Data from the National Postal Administration shows that in the first half of 2025, the express delivery business volume reached 956.4 billion pieces, a year-on-year increase of 19.3%, while revenue reached 718.78 billion yuan, up 10.1% [4]. - Despite the price increases, the average price per delivery has decreased by 7.7% compared to the previous year, indicating ongoing price pressure in the market [4]. Future Outlook - Analysts predict that the price recovery trend will continue, especially with the upcoming peak season for express delivery [5][6]. - Companies are focusing on enhancing service value and employee welfare to transition from a price-driven model to a value-driven approach, aiming for sustainable high-quality development in the industry [7][8].

Core Viewpoint - The domestic express delivery industry is shifting from price competition to service value, with multiple companies announcing price increases in various regions since mid-September [1][2][3]. Price Adjustments - Major express companies such as Zhongtong, Yuantong, Yunda, and Jitu have announced price increases starting September 22 in Shanghai, following similar announcements in Liaoning and other regions [2][3]. - The overall price increase ranges from 0.1 to 0.4 yuan per order, with some areas setting minimum prices for deliveries [2]. - This price adjustment follows earlier increases in Guangdong and Zhejiang, where the minimum price was raised by 0.4 yuan, and further increases are expected before the "Double Eleven" shopping festival [2][3]. Industry Trends - Over 10 regions have initiated "anti-involution" actions, indicating a trend from core e-commerce areas to central and northeastern regions [3]. - The National Postal Administration reported that in the first half of 2025, the total express delivery volume reached 956.4 billion pieces, a year-on-year increase of 19.3%, while revenue reached 718.78 billion yuan, up 10.1% [3]. Market Stability - Despite the price increases, the overall volume of deliveries remains stable, with companies reporting improved revenues [4]. - The express delivery market is expected to see a gradual implementation of price increases based on local conditions, with minimal impact on clients [4]. Service Value Enhancement - Companies are focusing on enhancing service quality and employee welfare to shift the competitive focus from price to value [5][6]. - The industry is encouraged to move away from a reliance on low prices and adopt a more balanced approach to competition, supported by regulatory frameworks [5][6].

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002352 证券简称：顺丰控股公告编号：2025-073 顺丰控股股份有限公司 关于公司股东与其一致行动人之间内部转让A股股份计划 的提示性公告 公司监事刘冀鲁先生保证向本公司提供的信息内容真实、准确、完整，没有虚假记载、误导性陈述或重 大遗漏。 公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 一、本次内部转让股份概述 二、本次内部转让计划的主要内容 1、转让原因：家庭资产规划需要 2、转让方式：大宗交易。 3、转让价格：按照转让时市场价格进行。 4、转让股份来源：公司首次公开发行股票并上市前已持有的股份以及上述股份资本公积转增股本而来 的股份。 5、转让期间：2025年11月1日至2025年12月31日。 6、转让数量及比例：不超过700万股A股股票，不超过公司总股本的0.14%。 三、股东承诺及履行情况 1、根据公司于2010年2月披露的《首次公开发行股票上市公告书》，首次公开发行前本公司股东所持股 份的流通限制及自愿锁定股份的承诺如下： 公司股东刘冀鲁承诺：自公司股票上市之日起三十六个月内，不转让或者委托他人管理其在本次发行 ...

"秋风凉蟹脚痒"，南京高淳固城湖大闸蟹上市了。9月22日，扬子晚报/紫牛新闻记者从顺丰在高淳举办 的"蟹逅高淳，顺丰领鲜"2025年顺丰助力固城湖大闸蟹领"鲜"全国启动仪式上了解到，顺丰深入产地布 局，10分钟即可将新鲜捕捞的大闸蟹从湖心送达发运场地；同时叠加无人车、无人机等高科技设备助 力，全国 80% 以上的城市可实现"次日达"。 江苏顺丰速运有限公司总经理徐翔介绍，今年计划投入超过400名一线小哥，并设立100个临时揽收点 位，以方便寄递和揽收。同时，顺丰全面升级空中物流网络，增投了 30 架大闸蟹航空全货机，覆盖全 国 90% 以上的城市，依托航空运力运输大闸蟹，全国 80% 以上的城市可实现"次日达"。同时，进一步 打造"宁镇扬"大同城的快速路线，中午 12 点前下单当天就可以送达。此外，顺丰还在资源端持续进行 智能设备的研发投入，提升分拣和包装的效率。此外，顺丰还开放了新加坡、马来西亚、泰国等国际路 线72小时跨国时效，以保障闸蟹的新鲜。 在高淳区固城湖螃蟹城，陈琴春的螃蟹门店已扎根 25 年。谈及自家螃蟹的销售与运输，他向扬子晚报/ 紫牛新闻记者分享了一个惊喜："最远的客户在新疆，有一次发新疆， ...