Core Viewpoint - SF Holding (06936) reported a total revenue of RMB 24.787 billion for its express logistics, supply chain, and international business in August 2025, representing a year-on-year growth of 7.86% [1] Group 1: Revenue Breakdown - The express logistics business revenue increased by 14.14% year-on-year, with a business volume growth of 34.80%, driven by the company's continuous enhancement of standard products and comprehensive logistics service capabilities [1] - The international freight forwarding business revenue was impacted by fluctuations in international trade and a decline in shipping prices compared to the previous year, although the overall cargo volume remained stable due to the company's global network advantages and diverse product offerings [1] - Revenue from international express and cross-border e-commerce logistics experienced rapid growth year-on-year [1]

Core Viewpoint - SF Holding (002352.SZ) reported a total revenue of RMB 24.787 billion for its express logistics, supply chain, and international business in August 2025, representing a year-on-year growth of 7.86% [1] Group 1: Revenue Breakdown - The express logistics business revenue increased by 14.14% year-on-year [1] - The business volume for express logistics grew by 34.80% [1] Group 2: Business Strategy - The growth in revenue and business volume is attributed to the company's continuous enhancement of standard products and comprehensive logistics service capabilities [1] - The company has focused on deepening its presence in various logistics scenarios, including manufacturing and consumer goods, effectively meeting diverse customer logistics needs [1]

Core Viewpoint - SF Holding (002352)(06936) reported a total revenue of RMB 24.787 billion for its express logistics, supply chain, and international business in August 2025, representing a year-on-year growth of 7.86% [1] Group 1: Express Logistics Business - Revenue from express logistics business increased by 14.14% year-on-year, with business volume growing by 34.80%, driven by the company's continuous enhancement of standard products and comprehensive logistics service capabilities [1] - The company has focused on deepening its presence in various logistics scenarios, including manufacturing and consumer goods, effectively meeting diverse customer logistics needs [1] Group 2: International Business - The international freight forwarding business revenue was impacted by fluctuations in international trade and a slowdown in freight market demand, leading to a significant decline in sea freight prices compared to the same period last year [1] - Despite these challenges, the company leveraged its global network advantages and diverse product matrix to adapt to market changes and actively explore new demands, maintaining stable overall cargo volume in international freight forwarding [1] - Revenue from international express and cross-border e-commerce logistics business achieved rapid growth year-on-year [1]

证券代码：002352 证券简称：顺丰控股 公告编号：2025-072 顺丰控股股份有限公司 2025年8月快递物流业务经营简报 本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。 注： 1、速运物流业务：主要包括公司的时效快递、经济快递、快运、冷运及医药、同城即时配送业务板块。 2、供应链及国际业务：主要包括公司的国际快递、国际货运及代理、供应链业务板块。 3、以上收入不含公司其他非物流业务收入。 公司2025年8月速运物流业务、供应链及国际业务合计收入为人民币247.87 亿元，同比增长7.86%。其中：（1）速运物流业务收入同比增长14.14%，业务 量同比增长34.80%，主要得益于公司持续强化标准产品及综合物流服务能力，深 耕生产制造及生活消费等各类物流场景，有效满足客户多元化物流需求。（2） 由于国际贸易波动及货运市场需求趋缓，海运价格较去年同期高位明显回落，影 响公司国际货运代理业务收入。但公司依托全球网络优势与丰富产品矩阵，灵活 1 应对市场变化，积极挖掘新需求，国际货运代理业务整体货量保持稳定。国际快 递及跨境电商物流业务收入同比实现较快增长。 ...

Group 1 - The core point of the article is that SF Holding (002352) announced a revenue of 24.787 billion yuan for its express logistics, supply chain, and international business for August 2025, representing a year-on-year growth of 7.86% [1]

Core Viewpoint - SF Holding (002352.SZ) reported a total revenue of RMB 24.787 billion for its express logistics, supply chain, and international business in August 2025, representing a year-on-year growth of 7.86% [1] Group 1: Revenue Breakdown - The express logistics business generated revenue of RMB 18.657 billion, showing a year-on-year increase of 14.14% [1] - The business volume for express logistics reached 1.406 billion parcels, reflecting a year-on-year growth of 34.80% [1] - Revenue from supply chain and international business amounted to RMB 6.13 billion [1] Group 2: Growth Drivers - The growth in express logistics revenue and business volume is attributed to the company's continuous enhancement of standard products and comprehensive logistics service capabilities [1] - The company has focused on deepening its presence in various logistics scenarios, including manufacturing and consumer goods, effectively meeting diverse customer logistics needs [1]

Core Viewpoint - SF Holding (002352.SZ) reported a total revenue of RMB 24.787 billion for its express logistics, supply chain, and international business in August 2025, representing a year-on-year growth of 7.86% [1] Group 1: Revenue Breakdown - The express logistics business generated revenue of RMB 18.657 billion, showing a year-on-year increase of 14.14% [1] - The business volume for express logistics reached 1.406 billion parcels, reflecting a year-on-year growth of 34.80% [1] - The supply chain and international business contributed RMB 6.13 billion in revenue [1] Group 2: Business Drivers - The growth in express logistics revenue and business volume is attributed to the company's continuous enhancement of standard products and comprehensive logistics service capabilities [1] - The company has focused on deepening its presence in various logistics scenarios, including manufacturing and consumer goods, effectively meeting diverse customer logistics needs [1]

Core Insights - The company is enhancing logistics capabilities to meet the peak demand for gift delivery during the upcoming Mid-Autumn and National Day holidays, implementing various strategies to ensure timely and quality service [1][3][4] Group 1: Logistics Enhancements - The company has increased investment in dedicated cargo planes and optimized flight routes to improve logistics efficiency during the holiday peak [1] - A multi-faceted approach includes setting up cold chain warehouses and temporary collection points to facilitate quick delivery of seasonal products like mooncakes and crabs [1][3] - The company has established over 250,000 service points and stations nationwide to support the delivery of fresh fruits, enhancing the logistics network for farmers [3] Group 2: Seasonal Product Solutions - Customized delivery solutions have been developed for different product categories, such as mooncakes, which include upgraded packaging to prevent damage during transit [1] - For crabs, the company has implemented a "catch and ship" model, optimizing logistics connections to reduce transit time for live seafood [3] - The company is also focusing on fresh fruit delivery by creating a tiered service network to facilitate local farmers in sending their products to market [3] Group 3: Tourism and Storage Services - The company is exploring logistics solutions in the tourism sector, providing storage services at over 230 high-speed rail stations and 80 airports, as well as in popular tourist areas [4] - Specialized services for activities like golf and skiing have been introduced, offering tailored packaging and logistics solutions to enhance customer experience [4] Group 4: Supply Chain Management for Businesses - The company is assisting businesses in managing the logistics challenges associated with short-shelf-life products during the holiday season through flexible resources and intelligent systems [6] - A comprehensive warehousing solution is being implemented to address the entire holiday supply chain cycle, from pre-holiday preparations to post-holiday returns [6][9] - The company is utilizing advanced inventory management techniques to ensure timely delivery and minimize waste, particularly for high-demand items like mooncakes [9]

Core Viewpoint - Liu Qiangdong, the founder of JD.com, openly addressed the media regarding negative reports about the company, indicating a willingness to engage with criticism and deep articles [1] Group 1: Employee Safety and Mortality - JD.com reported 35 employee fatalities in 2022, 33 in 2023, and 36 in 2024, raising concerns about workplace safety [3][4] - The majority of these fatalities occurred within JD Logistics, with reported numbers of 35, 33, and 34 for the years 2022 to 2024 respectively [4] - The total employee count at JD.com increased from 445,000 in 2022 to 570,000 in 2024, resulting in a decreasing fatality rate of 0.0074, 0.0064, and 0.0063 per hundred employees [6] Group 2: Comparison with Competitors - A comparison with SF Express shows that JD Logistics had higher fatality rates in 2022 and 2024, with rates of 0.009, 0.0072, and 0.0068, while SF Express had rates of 0.0073, 0.0078, and 0.005 [6][7] - JD Logistics reported a significant increase in workdays lost due to injuries, from 51,586 days in 2022 to 75,514 days in 2024, marking a 26.75% increase in 2024 [7] Group 3: Leadership and Corporate Culture - Liu Qiangdong's remarks during a management meeting emphasized a "wolf spirit" mentality, prioritizing performance over employee well-being, which raises ethical concerns given the high number of workplace fatalities [8] - The company faces a paradox where the drive for performance may conflict with the need for employee safety, especially in light of past incidents related to employee health [8]

本公司及董事会全体成员保证信息披露的内容与信息披露义务人提供的信息一致。 重要提示： 顺丰控股股份有限公司 关于控股股东向"共同成长"持股计划（A股） 无偿赠与股份完成过户暨股东权益变动的提示性公告 控股股东深圳明德控股发展有限公司及其一致行动人深圳市玮顺企业管理有限公司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。 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：2025-071 1、本次控股股东向"共同成长"持股计划（A股）无偿赠与股份属于非交易过户，已于2025年9月17日在 中国证券登记结算有限公司深圳分公司办理完成过户手续。 2、本次权益变动不会导致公司控股股东和实际控制人发生变化。 四、其他相关说明 一、控股股东无偿赠与股份完成非交易过户的基本情况 为实现顺丰控股股份有限公司（以下简称"公司"、"顺丰控股"或"上市公司"）的愿景及长期目标，公司 分别于2025年8月28日、2025年9月15日召开董事会及股东大会，审议通过《顺丰控股股份有限公司"共 同成长"持股计划（A股）（草案）》（以下简称"持股计划"） ...