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顺丰控股9月26日斥资4002.97万元回购100.5万股A股
Zhi Tong Cai Jing· 2025-09-26 09:42
顺丰控股(002352)(06936)发布公告,于2025年9月26日该公司斥资人民币4002.97万元回购100.5万股A 股,回购价格为每股人民币39.66-40.03元。 ...
顺丰控股(06936)9月26日斥资4002.97万元回购100.5万股A股
智通财经网· 2025-09-26 09:41
智通财经APP讯,顺丰控股(06936)发布公告,于2025年9月26日该公司斥资人民币4002.97万元回购100.5 万股A股,回购价格为每股人民币39.66-40.03元。 ...
顺丰总裁王卫自掏1.2亿给老员工发红包,已不是第一次
Qi Lu Wan Bao· 2025-09-26 09:31
Group 1 - The core point of the news is that SF Express's president Wang Wei distributed long-term service appreciation bonuses to employees who have served for over 10 years, totaling 1.2 billion yuan for 100,000 employees [1][4]. - Employees with over 10 years of service received 1,000 yuan, those with over 15 years received 2,000 yuan, and those with over 20 years received 3,000 yuan [1]. - This is not the first time Wang Wei has rewarded employees from his own pocket; he previously distributed bonuses during the company's IPO in 2016 and again in 2020 [4]. Group 2 - In 2016, during the IPO, some employees received as much as 6,776 yuan, and in August 2020, each employee received 888 yuan, totaling nearly 5 billion yuan [4]. - The actions of Wang Wei have garnered positive public sentiment, with comments praising the company's culture and employee treatment [4].
顺丰控股监事刘冀鲁拟将价值2.8亿元股份转让女婿,累计减持已超35亿元
Xin Lang Zheng Quan· 2025-09-26 08:36
Core Viewpoint - SF Holding (002352.SZ) is undergoing internal equity adjustments as shareholder Liu Jilu plans to transfer up to 7 million A-shares to his son-in-law Zhao Yingkun between November 1 and December 31, 2025, representing no more than 0.14% of the company's total share capital [1] Group 1: Shareholder Changes - Liu Jilu's planned transfer is part of an internal equity adjustment and does not involve external reduction [1] - As of September 26, SF Holding's stock price was 40.07 CNY per share, making the transfer's market value approximately 280 million CNY [4] - Liu Jilu has sold a total of 64.4 million shares since June 2018, with a reference market value of 3.567 billion CNY, across 72 transactions [4] Group 2: Background of Liu Jilu - Liu Jilu, born in 1947, has a background in economic management and has been involved in the metal products and rare earth materials industry [4] - He has been a part of SF Holding's shareholder structure since its inception in 2003 and has served on the supervisory board for nearly ten years [4] Group 3: Zhao Yingkun's Background - Zhao Yingkun, who will receive the shares, has historical ties to the company, having served as a director in 2015 [5] - He holds a law doctorate from Peking University and has experience in both government and academia [5] Group 4: Overall Implications - Liu Jilu's series of share reductions and internal transfers, while small in scale, indicate a clear trajectory within the complex shareholder structure of SF Holding [6]
第19届中国物博会开幕,高密度对接活动让参与者拿着方案走
Nan Fang Du Shi Bao· 2025-09-25 16:21
南都讯 9月25日,第19届中国(深圳)国际物流与供应链博览会(简称"中国物博会")在深圳会展中心 (福田)开幕。本届盛会为期3天,持续至9月27日,以"拥抱大航海时代, 构筑新经济力量"为主题,以 近13万㎡的(馆内外)展会面积,吸引全球60余个国家与地区的2200多家参展商、30万+人次专业观众 参展。本届展会以解决行业真问题、促进真合作为导向,将举办70余场高密度、高规格的论坛与活动探 寻行业发展的"智"与"机"。 从展商矩阵看全球供应链的"势"与"场" 展商阵容的广度与深度直接体现展会的含金量。记者从展会上获悉,本届物博会中国际展商比例超 20%。近年来,欧洲物流力量对中国市场的重视与日俱增,欧洲展团带来了覆盖清关、仓储、多式联 运、法律税务的全链路、一体化欧洲解决方案,精准回应中国企业,尤其是跨境电商卖家在欧洲市场面 临的合规化、本土化深层痛点。 本届物博会彻底打破了"物流=运输"的狭隘认知,十大展区全景式呈现了现代供应链的复杂性与多元 性。在海运、空运、公路铁路运输之外,散杂大件、特种物流、项目物流等传统货代业务依然是展会的 重要组成部分。从各类特种箱,到各大散杂货、重大件运输服务商,他们服务于国 ...
“我在‘十四五’这五年 上市公司在行动”系列报道 | 顺丰控股:助力企业出海,智慧物流赋能行业升级
Core Viewpoint - During the "14th Five-Year Plan" period, SF Holding has become the fourth largest comprehensive logistics provider globally and has entered the Fortune Global 500 list, driven by innovation in technology development, service upgrades, and global expansion [1][2]. Group 1: International Expansion - SF Holding began its internationalization journey in 2010, and during the "14th Five-Year Plan," the company has deepened its international strategy, achieving a revenue of 284.4 billion yuan in 2024 [2]. - By mid-2025, over 60% of the Fortune China 500 companies utilized SF's international services, supporting more Chinese manufacturing to go global [2]. - In 2024, SF Holding won over 100 overseas supply chain projects, with more than 50 successfully implemented, generating overseas revenue of 32.16 billion yuan, a year-on-year increase of 24.81% [2]. Group 2: Smart Logistics and Technological Innovation - SF Holding is committed to technological innovation in smart logistics, investing in AI, big data, and IoT to enhance operational efficiency [3]. - The company has developed customized solutions for consumer goods companies, improving inventory management and delivery efficiency, with an average delivery efficiency increase of 46% during promotional seasons [3]. - The "One Inventory" smart logistics solution integrates inventory management across channels, breaking down information barriers and enabling efficient inventory allocation [3]. Group 3: Supply Chain Services and Industry Upgrades - SF Holding provides comprehensive supply chain services from raw material procurement to finished product distribution, addressing the needs of manufacturing industry upgrades [4]. - The company has implemented an IoT-based smart warehousing system for an automotive parts manufacturer, improving inventory turnover by 20% and reducing order response time by 30% [4]. - SF Holding continues to expand its customer base across various industries, enhancing its market share in key sectors and aiming for further contributions to high-quality development in the logistics industry during the "15th Five-Year Plan" [4].
顺丰控股(002352) - H股公告-翌日披露报表
2025-09-25 11:01
FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別: 股票 狀態: 新提交 公司名稱: 順豐控股股份有限公司(於中華人民共和國註冊成立的股份有限公司) 呈交日期: 2025年9月25日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司(「香港聯交所」)證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露,必須填妥第一章節 。 | 第一章節 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 A | | 於香港聯交所上市 | 否 | | | 證券代號 (如上市) | 002352 | 說明 | A股(於深圳交易所上市) | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | 已發行股份(不包括庫存股份)變動 | | 庫存股份變動 | 每股發行/出售價 (註4) | 已發行股份 ...
顺丰控股(06936)9月25日斥资3488.76万元回购87万股A股
智通财经网· 2025-09-25 09:15
智通财经APP讯,顺丰控股(06936)发布公告,该公司于2025年9月25日斥资3488.76万元人民币回购87万 股A股,每股回购价格为40.03-40.22元人民币。 ...
武商集团:公司与顺丰合作跨江低空无人机航线
Zheng Quan Ri Bao· 2025-09-25 08:09
Group 1 - The company, Wushang Group, has partnered with SF Express to operate low-altitude drone routes across the river [2] - In 2023, the company has completed over 300 flights, facilitating commercial operations between Wushang MALL and Wushang Dream Times [2] - The application scenarios for this initiative are being developed in an orderly manner under the guidance of relevant authorities in the low-altitude economy [2]
顺丰控股:8 月运营数据-业务量持续增长,平均售价(ASP)下降
2025-09-25 05:58
Summary of S.F. Holding (002352.SZ) Conference Call Company Overview - **Company**: S.F. Holding (002352.SZ) - **Industry**: Logistics and Express Delivery Key Points Operating Performance - **August Operating Revenue**: Increased by 7.9% year-over-year (YoY) [1] - **Express Revenue Growth**: 14% YoY growth, driven by a 35% YoY increase in parcel volume [1] - **Supply Chain & International Revenue**: Decreased by 7.6% YoY, impacted by declining freight rates [1] - **Average Selling Price (ASP)**: Dropped by 15% YoY, indicating aggressive pricing strategies in the economy express segment [1] Volume and Pricing Dynamics - **Parcel Volume**: Increased to 1,406 million in August, reflecting a 35% YoY growth [3] - **ASP Decline**: Average unit price fell to Rmb13.3, a 15% YoY decrease [3] Future Outlook - **3Q25E Earnings Growth**: Expected to face pressure due to increased investments and tough comparisons, but improvement is anticipated in 4Q25E [1] - **ASP Recovery**: Anticipated optimization of economy express services may lead to some recovery in ASP [1] Investment Recommendation - **Target Price**: Rmb59, representing a potential upside of 43.6% from the current price of Rmb41.08 [2] - **Expected Total Return**: 45.1%, including a 1.5% dividend yield [2] - **Rating**: Maintain "Buy" due to S.F. Holding's leading position in the premium express sector and international expansion prospects [1] Risks - **Market Growth Rebound**: Risks associated with an exceptionally strong or weak market rebound [9] - **Revenue Growth Variability**: Uncertainty in revenue growth from new business lines such as Freight and Cold Chain [9] - **Competitive Landscape**: Potential changes in market competition and pricing strategies could impact performance [9] - **Cost Control**: Better or worse-than-expected cost management could affect profitability [9] Additional Insights - **Investment Strategy**: The valuation is based on a sum-of-the-parts (SOTP) method, assigning a 14x P/E to the express business and a 0.6x P/S to new business lines [8] - **Market Capitalization**: Approximately Rmb197.16 billion (US$27.71 billion) [2] This summary encapsulates the essential insights from the conference call regarding S.F. Holding's performance, outlook, and investment potential, highlighting both opportunities and risks in the logistics sector.