【#顺丰超时赔付成本由公司承担#】12月1日，顺丰集团官微表示，12月1日起，将推出"超时赔付"服 务，只要在小程序或APP等顺丰官方渠道下单顺丰特快，若因顺丰运输原因导致的派送超时，客户即可 获得"现金"赔付。首批上线深圳、青岛等10城并预计最终覆盖全国。 顺丰称，此次服务在赔付定责方面，也绝非简单归咎于个人，公司将基于大数据系统，对快件流转的全 环节进行智能分析与责任拆解，通过技术和管理升级来解决问题。并且此项赔付产生的成本完全由公司 承担，快递员无需承担任何赔付责任或赔偿。（每经，德塔） ...

来源：环球网 【环球网科技综合报道】12月1日消息，顺丰集团官方发文称，今日起推出"超时赔付"服务，只要在小 程序或APP等顺丰官方渠道下单顺丰特快，若因顺丰运输原因导致的派送超时，客户即可获得赔付。 在具体赔付标准上，因顺丰原因造成订单超时，顺丰会以快递员揽收时预计送达时间为基准，结合快递 超时长短以及客户会员等级，进行阶梯式赔付。根据超时时长退回基础运费比例20%-30%不等的金额。 顺丰将基于大数据系统，对快件流转的全环节进行智能分析与责任拆解，通过技术和管理升级来解决问 题。并且此项赔付产生的成本完全由公司承担，快递员无需承担任何赔付责任或赔偿。 另外，针对可能存在的恶意赔付情况，顺丰也将依托智能化的风控系统，基于大数据模型，对每一笔赔 付进行自动追踪与多维度分析，精准识别异常模式。 据悉，顺丰特快"超时赔付"目前率先在大连市、深圳市、青岛市、武汉市、南京市、绍兴市、石家庄 市、厦门市、西安市（包含咸阳市）、成都市（包含资阳市、眉山市）等10城上百条互寄流向上线。以 首批核心城市为"样板"，预计在模式成熟后进一步扩大范围，产品方面扩展至顺丰标快、半日达等多种 服务，流向方面最终覆盖全国。（青云） ...

Core Viewpoint - Shunying Holdings (Shenzhen) Co., Ltd. has been established with a registered capital of 1 billion yuan, and it is wholly owned by SF Holding Co., Ltd. [1][2] Group 1: Company Information - Shunying Holdings has a registered capital of 1 billion yuan (100 million) [1][2] - The company is located in Nanshan District, Shenzhen, Guangdong Province [2] - The legal representative of the company is OOI BEE TI [2] - The company is classified as a limited liability company (sole proprietorship) [2] - The business scope includes enterprise management, marketing planning, information consulting services (excluding licensed information consulting services), and supply chain management services [1][2] Group 2: Registration and Status - The company is currently in a state of existence (存续) [2] - The business registration number is 440300227645446 [2] - The company is registered with the Shenzhen Market Supervision Administration [2] - The business term is from November 28, 2025, to an indefinite period [2]

企查查APP显示，近日，顺英控股（深圳）有限公司成立，注册资本10亿元，经营范围包含：企业管 理；市场营销策划；信息咨询服务（不含许可类信息咨询服务）；供应链管理服务。企查查股权穿透显 示，该公司由顺丰控股间接全资持股。 ...

Core Viewpoint - The analysis highlights a mixed outlook for the transportation and logistics sectors, with short-term adjustments in stock prices but long-term optimism driven by demand catalysts and industry recovery [2][3][4]. Shipping Industry - Dry bulk shipping stocks have experienced a rapid price correction after a previous surge, primarily influenced by the implementation of the 301 Act and a cooling sentiment in the Fujian region [2]. - The shipping industry is expected to benefit from three demand catalysts: the commissioning of the West Mangdu project altering iron ore shipping dynamics, potential Fed rate cuts boosting commodity demand, and post-war reconstruction in Ukraine increasing bulk shipping needs [2]. - The BDI index increased by 7.1% to 2,275 points, driven by the release of iron ore cargoes in December [3][7]. Passenger Transport - Domestic passenger traffic showed a 5% year-on-year increase, while international passenger traffic rose by 17% [2]. - The average domestic passenger load factor improved by 2.0 percentage points, and international load factor increased by 3.5 percentage points [2]. - The outlook for the passenger transport sector remains positive, with expectations of revenue improvement as demand gradually recovers [2][7]. Logistics Sector - The volume of postal express deliveries rose by 8.9% year-on-year, reaching 4.42 billion pieces [4]. - Air freight prices have shown a positive year-on-year change, with indices reflecting increases of 3.6% to 4.2% [4][8]. - The logistics sector is expected to benefit from improved export expectations and a focus on absolute return opportunities, particularly for companies like SF Express and China Foreign Trade [4][8]. Highway Tolling - The pricing of highway tolls is influenced by local government decisions, with recent increases driven by construction costs and regional debt pressures [5][6]. - Despite the push for toll increases in some regions, the overall trend may lean towards maintaining or reducing tolls to attract freight traffic, complicating large-scale toll hikes nationwide [6].

具体赔付标准上，因顺丰原因造成订单超时，顺丰会以快递员揽收时预计送达时间为基准，结合快递超 时长短以及客户会员等级，进行阶梯式赔付。根据超时时长退回基础运费比例20%-30%不等的金额，以 保障客户权益；同时会员再按等级在基础赔付金额的基础上再递增5%-10%。（界面） 【#顺丰推超时赔付服务#：成本由公司承担，快递员无需承担】#顺丰推出超时赔付成本由公司承担# 顺丰表示，12月1日起，将推出"超时赔付"服务，只要在小程序或APP等顺丰官方渠道下单顺丰特快， 若因顺丰运输原因导致的派送超时，客户即可获得"现金"赔付。首批上线深圳、青岛等10城并预计最终 覆盖全国。 顺丰称，此次服务在赔付定责方面，也绝非简单归咎于个人，公司将基于大数据系统，对快件流转的全 环节进行智能分析与责任拆解，通过技术和管理升级来解决问题。并且此项赔付产生的成本完全由公司 承担，快递员无需承担任何赔付责任或赔偿。 ...

12月1日，智通财经获悉，顺丰将从今日起推出"超时赔付"服务，只要在小程序或APP等顺丰官方渠道下单顺丰特快， 若因顺丰运输原因导致的派送超时，客户即可获得"现金"赔付。首批上线深圳、青岛等10城并预计最终覆盖全国。 顺丰称，此次服务在赔付定责方面，也绝非简单归咎于个人，公司将基于大数据系统，对快件流转的全环节进行智能分 析与责任拆解，通过技术和管理升级来解决问题。并且此项赔付产生的成本完全由公司承担，快递员无需承担任何赔付 责任或赔偿。 据悉，这是行业内首次以"现金"退回形式提供赔付服务。 这也是首个快递企业主动对超时订单承诺赔付。 在我国，目前通行的办法是订单超时需要消费者申请赔偿。根据《快递暂行条例》规定，快递订单超时，保价快件按约 定赔偿，未保价快件按市价赔偿。电商订单超时，根据《中华人民共和国消费者权益保护法》，卖家需支付一定比例的 违约金。赔偿流程可能因快递公司或电商平台政策而异，消费者需提交相关证据申请赔偿，如无法协商，可通过法律途 径维权。 国家邮政局的统计数据显示，2024年全国快递业务量为1750.8亿件，同比增长21.5%。收入达到1.4万亿元，同比增长 13.8%。其中，顺丰全年送了1 ...

顺丰表示，12月1日起，将推出"超时赔付"服务，只要在小程序或APP等顺丰官方渠道下单顺丰特快， 若因顺丰运输原因导致的派送超时，客户即可获得"现金"赔付。首批上线深圳、青岛等10城并预计最终 覆盖全国。 顺丰称，此次服务在赔付定责方面，也绝非简单归咎于个人，公司将基于大数据系统，对快件流转的全 环节进行智能分析与责任拆解，通过技术和管理升级来解决问题。并且此项赔付产生的成本完全由公司 承担，快递员无需承担任何赔付责任或赔偿。 具体赔付标准上，因顺丰原因造成订单超时，顺丰会以快递员揽收时预计送达时间为基准，结合快递超 时长短以及客户会员等级，进行阶梯式赔付。根据超时时长退回基础运费比例20%-30%不等的金额，以 保障客户权益；同时会员再按等级在基础赔付金额的基础上再递增5%-10%。 据悉，这是行业内首次以"现金"退回形式提供赔付服务。满足赔付条件下，付款方账户可获得对应的现 金赔付，或兑换成价值更高的寄件优惠券。需要注意的是，因客户需求变更、拒收等原因及自然灾害等 不可抗力导致的超时，顺丰对此不承担赔付责任。 ...

Investment Rating - The transportation industry is rated as "Outperform" [2] Core Insights - The report highlights an upward trend in crude oil freight rates, with the China Import Crude Oil Index (CTFI) reaching 2520.07 points, an increase of 8.4% from November 20 [3][13] - The postal industry revenue surpassed the telecommunications industry for the first time in history, reaching 1.47 trillion yuan, compared to 1.467 trillion yuan for telecommunications [3][24] - The civil aviation sector showed growth in both passenger and cargo transport volumes in October, with international routes performing particularly well [3][17] Summary by Sections Industry Hot Events - Crude oil freight rates are rising, with the Middle East route seeing a 10.76% increase in rates [13] - Qifly Aviation signed a procurement agreement for 105 eVTOL aircraft with three companies in the Guangdong-Hong Kong-Macao Greater Bay Area, focusing on low-altitude logistics [15][16] - The postal industry revenue for January to October 2025 reached 1.47 trillion yuan, marking a significant milestone [24][25] High-Frequency Data Tracking - The Baltic Air Freight Price Index decreased month-on-month but increased year-on-year [26] - Domestic freight flights in October 2025 increased by 0.32% year-on-year, while international flights rose by 11.12% [32] - The express delivery business volume in October 2025 increased by 7.90% year-on-year, with total revenue reaching 131.67 billion yuan [50] Investment Recommendations - Focus on the equipment and manufacturing export chain, recommending companies like COSCO Shipping and China Merchants Energy [5] - Attention to low-altitude economy investment opportunities, particularly in companies like CITIC Offshore Helicopter [5] - Consider investment opportunities in the express delivery sector, recommending SF Express and Jitu Express [5]

每经AI快讯，Wind数据显示，机构本周首次关注41只个股，4股被给予目标价。顺丰控股（002352）获 国盛证券（002670）给予"买入"评级，目标价55.22元，该股最新收盘价为38.37元；珠海冠宇获国金证 券给予"买入"评级，被给予目标价32.91元；海博思创、中矿资源（002738）、立达信（605365）等个 股在列。 ...