格隆汇1月16日丨顺丰控股(06936.HK)发布公告，2026年1月16日耗资人民币5211.74万元回购134.13万股 A股，回购价格每股38.74-38.93元。 ...

智通财经APP讯，顺丰控股(06936)发布公告，该公司于2026年1月16日斥资5211.74万元人民币回购 134.13万股A股，每股回购价格为38.74-38.93元人民币。 （原标题：顺丰控股(06936)1月16日斥资5211.74万元回购134.13万股A股） ...

顺丰控股（002352）(06936)发布公告，该公司于2026年1月16日斥资5211.74万元人民币回购134.13万股 A股，每股回购价格为38.74-38.93元人民币。 ...

格隆汇1月16日丨顺丰控股(06936.HK)发布公告，2026年1月16日耗资人民币5211.74万元回购134.13万股 A股，回购价格每股38.74-38.93元。 ...

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： 2026年1月16日 FF305 FF305 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 | | | | | 事 ...

Group 1 - The report indicates that Shanghai Pudong Development Bank is expected to maintain a double-digit profit growth, with risk indicators reaching optimal levels in recent years [4][5] - The bank's revenue is projected to grow by 1.88% year-on-year in 2025, while net profit attributable to shareholders is expected to increase by 10.52% [4][5] - The total assets of the bank are anticipated to exceed 10 trillion yuan, with a year-on-year growth rate rising from 5.05% to 6.55% in Q4 2025 [4][5] Group 2 - The transportation industry report highlights growth in transportation operations and dividend value in infrastructure businesses for 2026 [6] - The aviation sector is expected to see improved supply-demand dynamics, with passenger load factors reaching 85.2% and a potential recovery in ticket prices [8][9] - The express delivery sector is projected to maintain structural growth, with a business volume of 180.74 billion pieces in 2025, reflecting a year-on-year increase of 14.9% [10][11] Group 3 - The maritime sector is expected to experience long-term upward trends, particularly in oil transportation due to increasing demand and potential supply reductions [13][14] - The report notes that the demand for container shipping remains stable, with improvements in supply structure, while bulk shipping is supported by increased demand from specific projects [13][14] Group 4 - The report on Aerospace Hongtu indicates a promising outlook for overseas business growth, with significant contracts signed for satellite and ground system procurement [19][21] - The company is actively expanding its commercial aerospace capabilities, having launched a series of high-resolution radar satellites and developed an integrated satellite and rocket layout [22][23] Group 5 - The report on Zhuoyi Information emphasizes the dual growth drivers of AI and IDE products, with significant market potential and a focus on domestic and international developer communities [24][25] - The company is positioned to benefit from the integration of its BIOS products into the supply chain, enhancing its market presence in the context of domestic substitution [27][28] Group 6 - Zhonghui Biopharmaceutical is focused on innovative vaccine development, with its quadrivalent influenza vaccine already on the market and significant growth expected in its product pipeline [31][32] - The company aims to achieve profitability by 2027, driven by the commercialization of its core products and a robust vaccine pipeline [34]

昨日基金共对24家公司进行调研，扎堆调研海天瑞声、帝科股份、钧达股份等。 证券时报·数据宝统计，1月15日共30家公司被机构调研，按调研机构类型看，基金参与24家公司的调研 活动，其中，5家以上基金扎堆调研公司共8家。海天瑞声最受关注，参与调研的基金达49家；帝科股 份、钧达股份等分别获12家、9家基金集体调研。 基金参与调研的公司中，按所属板块统计，深市主板公司有12家，创业板公司有9家，沪市主板公司有2 家，科创板公司有1家。所属行业来看，基金调研的公司共涉及15个行业，所属电力设备行业最多，有4 家公司上榜；汽车、纺织服饰等紧随其后，分别有2家、2家公司上榜。 从基金调研公司的A股总市值统计，总市值在500亿元以上的共有2家，其中总市值超千亿元的有宁波银 行、顺丰控股等，总市值不足100亿元的有9家，分别是民和股份、安利股份、正海生物等。 | 300945 | 曼卡龙 | 1 | 17.63 | 6.53 | 纺织服饰 | | --- | --- | --- | --- | --- | --- | | 300653 | 正海生物 | 1 | 22.06 | 5.05 | 医药生物 | | 002234 ...

Summary of Conference Call Records Industry Overview: Express Delivery Sector Key Companies Involved - **SF Express (顺丰)** - **J&T Express (极兔)** Core Insights and Arguments 1. **Collaboration Benefits** SF Express and J&T Express are collaborating to enhance cross-border logistics capabilities. SF Express will leverage J&T's end-network advantages in Southeast Asia, while J&T will utilize SF's resources in cross-border transport, warehousing, and supply chain management to improve operational efficiency. This partnership aims to expand into the European and American markets [1][2] 2. **Impact of Capital Increase** The mutual capital increase of HKD 8.3 billion will lead to SF holding 10% of J&T and J&T holding 4.3% of SF. This transaction is expected to enhance business synergy, allowing both companies to provide better services for Chinese enterprises going abroad. The collaboration may also inspire other express companies to adopt similar strategies to reduce internal competition and increase cooperation [2][7] 3. **Market Performance and Strategy** SF Express has seen a decline in market attention over the past six months, with profits falling below expectations. The company is implementing a "first increase, then optimize" strategy, focusing on volume growth before profit optimization. It is anticipated that profit growth will begin in Q4 2026, marking a potential turning point [2][9] 4. **Industry Growth Projections** The express delivery industry is expected to experience moderate growth in 2026, with an estimated growth rate in the mid-single digits (around 8%). The competitive landscape is stabilizing, with price stability and strong regulatory oversight contributing to a healthier adjustment in the market [2][10][13] 5. **J&T's Market Performance** J&T has exceeded expectations since its IPO, benefiting from high-growth and profitable markets. The company has shown strong performance in Southeast Asia, with e-commerce penetration rates expected to increase by 67%-70% in 2026. J&T's strategy in China is now focused on stable operations rather than rapid market share growth [5][6] 6. **Regulatory Environment** The regulatory landscape for the express delivery industry is becoming more stringent, with measures aimed at preventing price wars and ensuring fair treatment for franchisees and couriers. This regulatory focus is expected to facilitate a more stable pricing environment and promote the concentration of market share among leading companies [11][15][16] 7. **Investment Recommendations** Investors are advised to focus on companies like ZTO Express and YTO Express, which have potential for market share growth and profitability. Additionally, Shentong Express, which has expanded into instant delivery services, and SF Express's instant delivery segment are also highlighted as promising investment opportunities [17] Other Important Insights - The collaboration between SF and J&T is likely to increase investor interest in companies with international operations within the express delivery sector [7] - The overall outlook for the express delivery industry remains optimistic, with expectations of stable customer growth and improved profitability for leading companies [13][14]

顺丰控股 20260115 摘要 顺丰与极兔通过相互发行股票建立战略合作关系，顺丰将持有极兔 10% 股权，极兔持有顺丰 4.29%股权，双方股票均有五年锁定期。此举旨在 促进资源互通和优势互补，探索全球物流网络建设等方面的合作。 顺丰选择与极兔相互持股而非自建海外网络，旨在通过优化资源配置， 加速全球覆盖，并深化全球化战略。前期合作已展现出良好的运营效率 和客户满意度，加深资本纽带将进一步释放协同效应。 目前，极兔在国内使用顺丰末端驿站进行派送，顺丰在海外利用极兔的 末端派送网络。深化合作将强化资本纽带关系，并升级战略伙伴关系， 将合作维度推向新高度。 双方计划在国际业务上深入合作，依托顺丰的跨境投诚与干线资源以及 极兔的海外末端网络，提供一站式综合物流服务，并结合顺丰海外仓资 源与极兔末端配送优势，提供仓配一体化服务。 通过构建端到端履约网络，顺丰与极兔的合作旨在优化库存效率并提升 交付时效。顺丰聚焦国际快递等业务，极兔专注于海外经济型末端派送， 形成互补，提升客户全链路体验。 Q&A 顺丰控股与极兔速递达成股权战略合作的背景和具体内容是什么？ 顺丰控股与极兔速递达成了重要的战略合作，双方将互相认购对方发 ...

中邮证券发布研报称，看好顺丰与极兔交叉持股后的业务协作，助力中国企业物流出海，攫取全球价 值。随着中国物流企业不断加大海外资源投入，并在持续的竞合中发展壮大，终将有望催生全球物流行 业的有力竞争者。推荐顺丰控股（002352）(06936)，关注极兔速递-W(01519)。 顺丰控股在极兔快递上市前便持有极兔快递的股份。极兔快递上市前收购顺丰丰网业务，双方早有合作 先例。在跨境物流的版图扩张过程中，自建干线或末端网络均需大量的前期投入，且多企业重复投入可 能催生不必要的竞争压力，因此双方依托当前各自的优势领域进行深度合作存在现实基础。 双方合作有望深层次推进，助力物流出海 如双方交叉持股顺利推进，未来或在跨境物流市场取长补短，展开深度合作，协同顺丰的干线资源优势 和极兔的末端网络优势，提升物流产品服务质量，提高时效稳定性，亦可能探索在全球更多区域的物流 基础设施、网络建设等领域展开协作，提供高质量一体化的综合物流服务，提升产业链价值，这也符合 我国邮政"十五五"的核心目标之一——提升国际寄递服务能力水平，重点加强"干-转-仓-配"能力建设。 风险提示：宏观经济下滑，快递行业竞争超预期，快递企业出海不及预期，监 ...