双流机场相关负责人表示，从试点到正式发布，我们希望更多旅客能够感受温暖和关怀，进一步擦 亮"城市里的幸福机场"这张美丽名片。下一步，我们还将根据运行情况不断迭代，进一步扩大航线覆盖 范围。（中国民航报 记者何丹） 编辑|王亚玲 值得注意的是，旅客的首件行李（重量≤20kg，长+宽+高≤200CM，单边长≤180CM的行李），享受免费 配送服务。如旅客携带两件及以上行李，第二件起需另行付费。 数据显示，截至8月19日，该服务已累计免费配送行李743单，其中配送从机场到家或酒店的行李588 单，配送从家或酒店到机场的行李155单。 精品商务快线旅客在航旅纵横、携程、同程、飞猪、去哪儿等线上平台购票后，旅客会收到行李免费送 到家的推送页面，只需扫描二维码填写行李基本信息及配送地址就可下单。或者，旅客也可在双流机场 现场服务点了解详情并扫码下单，填写相关信息。顺丰工作人员将及时与旅客取得联系并取件，将出发 旅客行李送至双流机场，或将到达旅客行李送至旅客指定的地点。 顺丰速运方面表示，双流机场精品商务航线所涉城市具有极为旺盛的商务出行需求，对出行效率和服务 品质要求严苛，同时也汇聚了大量来蓉旅游观光的游客。此次合作通过 ...

8月21日消息，笔者获悉，L4级自动驾驶企业白犀牛智达（北京）科技有限公司（以下简称"白犀牛"） 宣布完成B+轮融资。 至此，白犀牛的B轮融资总额累计近5亿人民币。本轮融资中，老股东顺丰、线性资本继续跟进，以骏 资本、三六零基金、华泰紫金等作为新股东加入。值得一提的是，本次是顺丰继2024年8月首次注资 后，一年内第三次投资。 白犀牛创始人兼CEO朱磊介绍，本轮资金将重点投向车规级无人车产品研发、AI技术的持续迭代和商 业场景的拓展等三大领域，加速白犀牛在末端物流领域的"规模化落地"。 白犀牛成立于2019年，创始团队来自百度无人驾驶，在自动驾驶领域有深厚的技术积累。公司成立初期 从商超配送起步，与永辉、盒马等头部零售企业达成合作。 2023年起，白犀牛深耕快递物流场景，聚焦于网点到驿站配送的商业化落地。 目前，白犀牛活跃车辆 从2024年底的近百台快速增长至当前的千台规模，覆盖全国100+城市，服务于顺丰、中通、极兔、中 国邮政等头部物流企业。 运营数据显示，白犀牛无人车在不同场景下能为客户降低30%-50%的末端配送成本——某快递加盟商引 入无人车后，单票配送成本从0.2元降至0.1元；快递直营体系中，无 ...

顺丰控股8月21日大宗交易平台共发生3笔成交，合计成交量31.20万股，成交金额1503.54万元。成交价 格均为48.19元。从参与大宗交易营业部来看，机构专用席位共出现在3笔成交的买方或卖方营业部中， 合计成交金额为1503.54万元。 进一步统计，近3个月内该股累计发生6笔大宗交易，合计成交金额为8060.04万元。 证券时报·数据宝统计显示，顺丰控股今日收盘价为48.19元，上涨0.40%，日换手率为0.45%，成交额为 10.34亿元，全天主力资金净流出2683.18万元，近5日该股累计上涨3.19%，近5日资金合计净流入1.70亿 元。 两融数据显示，该股最新融资余额为15.06亿元，近5日增加3.93亿元，增幅为35.24%。（数据宝） 8月21日顺丰控股大宗交易一览 | 成交量（万 | 成交金额（万 | 成交价格 | 相对当日收盘折溢价 | 买方营业 | 卖方营业 | | --- | --- | --- | --- | --- | --- | | 股） | 元） | （元） | （%） | 部 | 部 | | 10.40 | 501.18 | 48.19 | 0.00 | 机构专用 | 机构专 ...

■ 文/记者：范云兵 运营数据显示，白犀牛无人车在不同场景下能为客户降低30%至50%的末端配送成本——某快递加盟商引入无人车后，单票配送成本从0.2元降至0.1元； 快递直营体系中，无人车可以将快递员从每天4至5小时网点到接驳点间往返奔波中解放出来，使他们更加专注末端的揽收与派送服务，业务量提升20%以 上。"无人车不是简单替代人，而是让人发挥更大价值。"白犀牛总裁黄刚表示。 本次融资的一大核心投向是车规级无人车产品的研发。针对当前客户对无人车可靠性和寿命的顾虑，白犀牛正在参照汽车行业标准正向开发车规级产品。 从设计开发、供应链选择、到生产制造，全流程遵循车规级标准，并通过严格测试验证保障安全性、可靠性和耐久性，提高无人车的出勤率和使用寿命； 也为政策监管提供明确依据，助力路权的有序开放。 来源：中国邮政快递报 8月21日，L4级自动驾驶企业白犀牛智达（北京）科技有限公司（以下简称"白犀牛"）宣布完成B+轮融资。至此，白犀牛的B轮融资总额累计近5亿元。本 轮融资中，老股东顺丰、线性资本继续跟进，以骏资本、三六零基金、华泰紫金等作为新股东加入。值得一提的是，本次是顺丰继2024年8月首次注资 后，一年内第三次 ...

8月21日，顺丰控股大宗交易成交31.2万股，成交额1503.54万元，占当日总成交额的1.43%，成交价48.19元，较市场收盘价 48.19元持平。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交全额 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2025-08-21 | 002352 | 顺丰控股 | 48.19 | 10.40 | 501.18 机构专用 | | 机构专用 | | 2025-08-21 | 002352 | 顺丰控股 | 48.19 | 10.40 | 501.18 机构专用 | | 机构专用 | | 2025-08-21 | 002352 | 顺丰控股 | 48.19 | 10.40 | 501.18 机构专用 | | 机构专用 | ...

据悉，白犀牛成立初期从商超配送起步，与永辉、盒马等头部零售企业达成合作。2023年起，公司深耕 快递物流场景，聚焦于网点到驿站配送的商业化落地。 （文章来源：新京报） 8月21日，据白犀牛官方公众号消息，L4级自动驾驶企业白犀牛智达（北京）科技有限公司宣布完成 B+轮融资。至此，白犀牛的B轮融资总额累计近5亿元。本轮融资中，老股东顺丰、线性资本继续跟 进，以骏资本、三六零基金、华泰紫金等作为新股东加入。值得一提的是，本次是顺丰继2024年8月首 次注资后，一年内第三次投资。白犀牛创始人兼CEO朱磊介绍，本轮资金将重点投向车规级无人车产品 研发、AI技术的持续迭代和商业场景的拓展等。 ...

Core Insights - The express delivery industry in China showed strong growth in July 2025, with revenue reaching 120.64 billion yuan and volume at 16.4 billion pieces, marking year-on-year increases of 8.9% and 15.1% respectively [1][2] - Cumulatively, from January to July 2025, the industry generated 839.42 billion yuan in revenue, a 9.9% increase year-on-year, and handled 112.05 billion pieces, reflecting an 18.7% growth [1][2] Industry Data - In July 2025, major express companies reported the following revenue and volume figures: SF Express at 18.657 billion yuan (+15.0%), Shentong at 4.287 billion yuan (+10.0%), Yunda at 4.120 billion yuan (+3.8%), and YTO at 5.371 billion yuan (+12.1%) [3] - The volume for these companies was 1.377 billion, 2.181 billion, 2.162 billion, and 2.583 billion pieces respectively, with year-on-year growth rates of 33.7%, 11.9%, 7.6%, and 20.8% [3] - For the first seven months of 2025, the revenue figures were: SF Express at 127.812 billion yuan (+10.9%), Shentong at 28.980 billion yuan (+14.8%), Yunda at 28.851 billion yuan (+7.1%), and YTO at 37.943 billion yuan (+13.9%) [4] - The volume for the same period was 9.190 billion, 14.528 billion, 14.888 billion, and 17.446 billion pieces, with growth rates of 26.9%, 19.3%, 15.1%, and 21.6% respectively [4] Market Trends - The express delivery industry is benefiting from changes in demand, such as the trend towards lighter and smaller packages, an increase in reverse logistics, and the advantages of lower-tier markets [5] - The growth in volume is significantly outpacing the retail sales growth (+4.8%) and the growth in online retail sales (+6.3%), indicating strong demand resilience [5] - The industry is experiencing a price war, which is impacting per-package revenue, but there are signs of a shift towards more orderly competition as major players adjust their strategies [5] Investment Recommendations - The express delivery sector is currently viewed as undervalued, with expectations of continued growth driven by the expanding e-commerce market and new demands from lower-tier markets [6] - Companies to watch include leading e-commerce express firms such as ZTO Express, YTO Express, Yunda, Shentong, and Jitu Express, as well as SF Express, which is expected to benefit from cyclical improvements in the mid-to-high-end market [6]

Core Viewpoint - The express delivery industry is experiencing a "volume increase and price decrease" situation, with companies shifting focus from price competition to quality and service improvement [1][2]. Group 1: Industry Performance - In July, major express delivery companies reported varying revenue growth, with Shentong Express seeing a 9.95% increase in revenue but a 1.50% decrease in revenue per package [1]. - YTO Express reported a 12.08% increase in revenue but a 7.20% decrease in revenue per package [1]. - Yunda Holdings experienced a 3.75% revenue growth with a 3.54% drop in revenue per package [1]. - SF Express's logistics and supply chain business saw a 9.95% revenue increase, while revenue per package fell by 14.02% [1]. Group 2: Strategic Shifts - Companies are moving away from the "price for volume" model to focus on quality and service upgrades, as stated by Shentong Express's management [2]. - The industry is expected to transition from "price wars" to "value wars," emphasizing service quality to gain market share [2]. - Experts predict that with ongoing anti-involution policies, leading companies will accelerate their shift towards service and efficiency competition, potentially improving industry profit margins within one to two years [2]. Group 3: Technological Advancements - The express delivery industry is increasingly adopting intelligent and digital applications to enhance operational efficiency, such as automated sorting and big data for route optimization [3]. - Digital management is improving supply chain transparency and customer experience [3]. - Long-term, technology-driven advancements are expected to accelerate industry consolidation, putting pressure on smaller logistics companies to transform, while leading firms with technological capabilities will dominate the market [3].

Industry Overview - In July 2025, the express delivery industry in China reported a business revenue of 120.64 billion yuan and a business volume of 16.40 billion pieces, representing year-on-year growth of 8.9% and 15.1% respectively [1] - From January to July 2025, the cumulative express delivery business revenue reached 839.42 billion yuan, with a year-on-year increase of 9.9%, while the cumulative business volume was 112.05 billion pieces, growing by 18.7% year-on-year [1] Company Performance in July 2025 - SF Express led the industry with a business revenue of 18.657 billion yuan and a volume of 1.377 billion pieces, achieving a revenue growth of 15.0% and a volume growth of 33.7% year-on-year [2] - Other companies reported the following revenues and volume: Shentong (4.287 billion yuan, +10.0%, 2.181 billion pieces, +11.9%), Yunda (4.120 billion yuan, +3.8%, 2.162 billion pieces, +7.6%), and YTO (5.371 billion yuan, +12.1%, 2.583 billion pieces, +20.8%) [2] - The market shares for these companies were as follows: SF Express (8.4%), Shentong (13.3%), Yunda (13.2%), and YTO (15.8%) [2] Company Performance from January to July 2025 - For the first seven months of 2025, SF Express reported a business revenue of 127.812 billion yuan (+10.9%) and a volume of 9.190 billion pieces (+26.9%) [3] - Other companies' revenues and volumes were: Shentong (28.980 billion yuan, +14.8%, 14.528 billion pieces, +19.3%), Yunda (28.851 billion yuan, +7.1%, 14.888 billion pieces, +15.1%), and YTO (37.943 billion yuan, +13.9%, 17.446 billion pieces, +21.6%) [3] - The market shares for these companies were: SF Express (8.2%), Shentong (13.0%), Yunda (13.3%), and YTO (15.6%) [3] Pricing and Competition Trends - The trend towards lighter and smaller packages, along with intensified price competition, has impacted the industry’s single-ticket revenue [4] - A recent meeting by the postal bureau emphasized the need to combat excessive competition, suggesting a shift towards more orderly competition in the express delivery sector [4] - As price increases are gradually implemented, the profitability of express delivery companies is expected to improve, reducing the likelihood of a return to the severe price wars seen in 2020 [4] Investment Outlook - The express delivery sector is currently viewed as undervalued, with continued growth in the e-commerce market and new demand from lower-tier markets and reverse logistics [4] - Companies such as ZTO Express, YTO Express, Yunda, Shentong, and Jitu Express are recommended for attention due to their potential in the growing market [4] - With improving cyclical expectations, there are opportunities for demand recovery in the mid-to-high-end express market, making SF Express a recommended focus for investment [4]

人民财讯8月20日电，顺丰集团消息，2025年8月19日，甘肃省文化产业赋能乡村振兴暨文旅消费促进活 动在瓜州顺利举办。活动现场，甘肃省文化和旅游厅与兰州顺丰速运有限公司(简称"兰州顺丰")正式签 署合作备忘录，共同启动"文旅快递保障"计划。此次合作将通过整合高效、专业的综合物流服务资源， 为甘肃文旅产业高质量发展注入新活力，助力乡村振兴战略落地见效。 ...