顺丰控股股份有限公司 简式权益变动报告书 上市公司名称：顺丰控股股份有限公司 股票上市地点：深圳证券交易所 股票简称：顺丰控股 股票代码：002352 信息披露义务人一：深圳明德控股发展有限公司 住所：深圳市宝安区国际机场航站四路 1111 号 通讯地址：深圳市前海深港合作区南山街道兴海大道 3076 号顺丰总 部大厦 41 楼 信息披露义务人二：深圳市玮顺企业管理有限公司 通讯地址：深圳市前海深港合作区南山街道兴海大道 3076 号顺丰总 部大厦 41 楼 股份变动性质：因无偿赠与股票而持股数量减少/被动稀释等导致公 司控股股东及其一致行动人合计持股比例触及 5%的整数倍 签署日期：2025 年 9 月 18 日 1 信息披露义务人声明 一、本报告书依据《中华人民共和国证券法》《上市公司收购管 理办法》《公开发行证券的公司信息披露内容与格式准则第 15 号— 权益变动报告书》及相关的法律、法规和规范性文件编写。 二、信息披露义务人签署本报告已获得必要的授权和批准，其履 行亦不违反信息披露义务人章程或内部规则中的任何条款，或与之相 冲突。 三、依据《中华人民共和国证券法》《上市公司收购管理办法》 的规定，本报 ...

融券方面，顺丰控股9月17日融券偿还1500.00股，融券卖出1.54万股，按当日收盘价计算，卖出金额 63.25万元；融券余量11.39万股，融券余额467.79万元，低于近一年30%分位水平，处于低位。 9月17日，顺丰控股跌0.29%，成交额15.92亿元。两融数据显示，当日顺丰控股获融资买入额1.75亿 元，融资偿还1.52亿元，融资净买入2325.61万元。截至9月17日，顺丰控股融资融券余额合计33.17亿 元。 融资方面，顺丰控股当日融资买入1.75亿元。当前融资余额33.12亿元，占流通市值的1.68%，融资余额 超过近一年90%分位水平，处于高位。 资料显示，顺丰控股股份有限公司位于中国广东省深圳市南山区科技南一路深投控创智天地大厦B座、 香港新界青衣航运路36号亚洲物流中心—顺丰大厦9楼，成立日期2003年5月22日，上市日期2010年2月5 日，公司主营业务涉及综合性快递物流服务。主营业务收入构成为：速运及大件分部71.34%，供应链 及国际分部24.36%，同城即时配送分部3.80%，未分配部分0.50%。 截至6月30日，顺丰控股股东户数14.14万，较上期减少15.74%；人均流通 ...

Core Insights - Shenzhen has 8 companies listed in the top 100 of the 2025 China Enterprise 500 list, showcasing the city's strong economic performance and innovation-driven growth [1][2] Group 1: Company Rankings - China Ping An ranks 12th with a revenue of 1.14 trillion yuan, making it the only trillion-yuan company in Guangdong [1] - Huawei ranks 23rd, BYD ranks 26th, Tencent ranks 31st, and other notable companies include China Merchants Bank (48th), Vanke (79th), SF Express (92nd), and Shenzhen Investment Holding (99th) [1] - The revenue threshold for inclusion in the list increased to 47.96 billion yuan, up by 579 million yuan from the previous year [1] Group 2: R&D Investment - The top 500 companies collectively invested 1.73 trillion yuan in R&D, with an average R&D intensity reaching a historical high of 1.95% [2] - Shenzhen companies significantly exceed the average R&D investment, with Huawei leading at 179.69 billion yuan and BYD following with 53.20 billion yuan [2] Group 3: Industry Distribution - Shenzhen's listed companies exhibit a diversified layout across various sectors, including internet, electronic information, smart manufacturing, and consumer electronics, aligning with the city's "20+8" industrial strategy [3] - The new energy sector stands out, with BYD selling 4.27 million new energy vehicles globally, marking a 41.26% year-on-year increase and maintaining its position as the global sales leader [3] - Xinwangda Electronics, with a revenue of 56.02 billion yuan, made its debut at 439th and was also recognized in multiple innovation and emerging industry rankings [3]

Core Insights - A fierce price war is sweeping the unmanned logistics vehicle industry, with companies like Neolix introducing attractive financing options and free services, marking a shift from high-tech products to cost-effective logistics tools [1][2] - The price drop has led to a significant increase in market demand, with over 60% of the 15,000 units delivered by mid-2025 coming after the price war began [2][4] - The influx of capital and technological advancements are driving this transformation, with major companies raising substantial funds to support their operations [4][6] Price War Dynamics - The price of unmanned vehicles has plummeted from around 200,000 yuan to approximately 100,000 yuan, including service fees [1][2] - Companies like Cainiao and Jiusense are setting aggressive price points, with models priced as low as 16,800 yuan and 19,800 yuan respectively [2] - The operational efficiency of unmanned vehicles is improving, with delivery times reduced significantly, allowing for increased package handling by delivery personnel [2][4] Capital and Investment - Major companies have raised over 3 billion yuan in funding within a few months, indicating strong investor interest in the unmanned logistics sector [4][6] - Neolix and Jiusense have secured significant investments from prominent backers, enhancing their market positions [4][6] Technological Advancements - The cost of essential components like laser radars has decreased dramatically, contributing to the overall reduction in vehicle prices [7] - The establishment of self-owned factories by leading firms has led to significant manufacturing cost reductions [7] Future Competition Landscape - As the price competition intensifies, companies are shifting focus from price to ecosystem development, emphasizing the importance of innovation and service capabilities [8][9] - The future success in the unmanned logistics market will depend on companies' abilities to understand logistics challenges and provide reliable services [9][10]

Group 1: Key Insights on Macro Economy - In August, industrial added value and retail sales growth rates fell below expectations, with industrial added value growing by 5.2% year-on-year, and retail sales increasing by 3.4% year-on-year [6][8][9] - Fixed asset investment growth for January to August was only 0.5%, with private investment declining by 2.3% [7][9] - The report highlights the need for macro policies to stabilize growth, particularly in light of external uncertainties and domestic climate factors [6][9] Group 2: Real Estate Industry Analysis - In August, new home prices in 70 major cities fell by 0.3% month-on-month, while second-hand home prices decreased by 0.6% [10][11] - The sales area for residential properties in August was 57.44 million square meters, down 10.6% year-on-year, marking the lowest level since 2009 [17][18] - Real estate development investment in August was 672.9 billion yuan, a year-on-year decline of 19.5%, with new construction area down 20.3% [17][20] Group 3: Transportation Sector Insights - SF Holding reported a revenue of 146.858 billion yuan for the first half of 2025, a year-on-year increase of 9.26%, with net profit rising by 19.37% [25][26] - The company’s express logistics segment grew by 10.4%, while supply chain and international segments increased by 9.7% [27]

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：2025-068 顺丰控股股份有限公司 第六届董事会第二十四次会议决议公告 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。 顺丰控股股份有限公司（以下简称"公司"）第六届董事会第二十四次会议于2025年9月13日通过电子邮 件发出会议通知，2025年9月16日在公司会议室以通讯表决方式召开。本次会议应参与董事7名，实际参 与董事7名。会议由董事长王卫先生主持，董事会会议的召集和召开符合国家有关法律、法规及《公司 章程》的规定。经充分讨论和审议，会议形成决议如下： 一、会议以4票同意、0票反对、0票弃权，审议通过了《关于调整公司2022年A股股票期权激励计划行 权价格的议案》 鉴于公司2025年中期A股权益分派已实施完毕，根据《公司2022年股票期权激励计划（草案）》的相关 规定，以及公司2022年第二次临时股东大会的授权，董事会对2022年A股股票期权激励计划行权价格进 行调整，行权价格由人民币39.761元/股调整为人民币39.301元/股。 具体内容详见公 ...

Core Insights - Shenzhen has 27 companies listed in the "2025 China Top 500 Enterprises" ranking, with 8 making it to the top 100, showcasing the city's strong performance in technology and advanced manufacturing sectors [3][4] Group 1: Company Performance - Huawei achieved a revenue of 427.04 billion yuan in the first half of the year, with a year-on-year growth of 3.95%, and a net profit of 37.195 billion yuan [3][4] - BYD, recognized as the global leader in new energy vehicles, sold 4.2721 million units globally in 2024, marking a 41.26% increase [3][4] - Tencent's R&D investment reached 20.25 billion yuan in Q2 2025, a 17% increase year-on-year, with cumulative R&D spending exceeding 379.5 billion yuan since 2018 [6] Group 2: R&D Investment - The total R&D investment of the top 500 enterprises in China reached 1.73 trillion yuan, with an average R&D intensity of 1.95%, while Shenzhen companies exceeded this average significantly [2][3] - Huawei's R&D investment for 2024 is projected to be 179.7 billion yuan, accounting for 20.8% of its total revenue, with cumulative R&D spending surpassing 1.249 trillion yuan over the past decade [6][7] - BYD's R&D investment for 2024 is expected to be 54.2 billion yuan, representing 6.97% of its revenue, which is higher than Tesla's 5.01% [6][7] Group 3: Globalization Strategy - Shenzhen companies are increasingly adopting globalization as a strategy for growth, with Huawei establishing 16 R&D centers globally and expanding its cloud services [7][8] - BYD's overseas sales reached 470,000 units in the first half of the year, a 132% increase, with international revenue growing by 50.49% year-on-year [7][8] - The globalization strategy is seen as essential for Shenzhen companies to enhance competitiveness and achieve sustainable revenue growth in the face of domestic market risks [8][9]

截至2025年9月16日收盘，顺丰控股(002352)报收于41.19元，下跌0.02%，换手率0.66%，成交量31.42万 手，成交额12.96亿元。 当日关注点 交易信息汇总资金流向 9月16日主力资金净流出6952.12万元；游资资金净流入2317.65万元；散户资金净流入4634.47万元。 大宗交易 9月16日顺丰控股发生1笔大宗交易，成交金额1935.93万元。 顺丰控股股份有限公司第六届监事会第十八次会议于2025年9月16日以通讯表决方式召开，应参与监事4 名，实际参与4名，会议符合相关法律法规及《公司章程》规定。会议审议通过《关于调整公司2022年 A股股票期权激励计划行权价格的议案》，因公司2025年中期A股权益分派已实施完毕，根据相关规定 及2022年第二次临时股东大会授权，2022年A股股票期权激励计划行权价格由人民币39.761元/股调整为 人民币39.301元/股。监事会认为本次行权价格调整符合《上市公司股权激励管理办法》等相关规定， 不存在损害股东利益的情形。具体内容详见公司同日披露的公告编号2025-070的公告。 上海澄明则正律师事务所关于顺丰控股股份有限公司2022年A股 ...

Core Points - SF Holding announced an adjustment to the exercise price of its 2022 A-share stock option incentive plan from RMB 39.761 per share to RMB 39.301 per share [2] Summary by Category - **Company Announcement** - SF Holding's board of directors approved the adjustment of the exercise price for the 2022 A-share stock option incentive plan [2] - The adjustment was made in accordance with the relevant provisions of the company's 2022 stock option incentive plan draft and the authorization from the company's second extraordinary general meeting of shareholders in 2022 [2]

Core Viewpoint - SF Holding announced the adjustment of the exercise price for its 2022 A-share stock option incentive plan during its board meeting held on September 16, 2025 [1] Group 1: Company Performance - For the first half of 2025, SF Holding's revenue composition was 97.73% from express logistics and 2.27% from other non-logistics businesses [1] - As of the report date, SF Holding's market capitalization was 207.6 billion yuan [1]