极兔速递创始人李杰和顺丰控股创始人王卫共同表示，极兔和顺丰是多年合作的战略伙伴，此次相互持 股，是双方关系深化的重要里程碑，标志着彼此从业务协同走向更紧密的战略共赢。双方将携手打造一 个更高效的全球智慧物流网络，把握中资企业出海及跨境电商带来的历史性机遇，为客户创造更大的供 应链价值。 （文章来源：新华财经） 业内认为，此次相互持股，旨在充分发挥双方高度互补的战略协同效应。极兔将凭借在全球13个国家的 末端网络与本地化运营优势，结合顺丰在跨境头程与干线段的核心资源优势和成熟运营体系，共同增强 端到端跨境物流解决方案的网络覆盖和产品竞争力。同时，在中国业务方面，双方在网络资源、客户群 体、产品结构和差异化上具备较大互补协同空间，有助于共同拓展服务边界。 新华财经上海1月15日电综合物流服务提供商极兔速递与顺丰控股15日联合发布公告，宣布达成一项战 略性的相互持股协议，将互为对方增发新股，投资交易金额达83亿港元。 根据协议，极兔速递将向顺丰控股增发8.22亿股B类股份，发行价为每股10.10港元；顺丰控股将向极兔 速递增发2.26亿股H股股份，发行价为每股36.74港元。交易完成后，顺丰控股将持有极兔速递10% ...

Core Viewpoint - Jitu Express and SF Holding have announced a strategic mutual shareholding agreement involving a total investment of HKD 8.3 billion, aimed at enhancing their logistics network and service capabilities for global e-commerce [1]. Group 1: Strategic Partnership - Jitu Express will issue 822 million Class B shares to SF Holding at a price of HKD 10.10 per share, while SF Holding will issue 226 million H shares to Jitu Express at a price of HKD 36.74 per share [1]. - Post-transaction, SF Holding will hold 10% of Jitu Express, and Jitu Express will hold 4.29% of SF Holding [1]. - The collaboration aims to leverage both companies' strengths to build a more extensive, efficient, and resilient global integrated logistics network [1]. Group 2: Complementary Strengths - Jitu Express plans to utilize its end network and localized operational advantages across 13 countries, combined with SF Holding's core resources in cross-border logistics and mature operational systems [1]. - The partnership is expected to enhance the competitiveness of end-to-end cross-border logistics solutions and expand service boundaries in the Chinese market [1]. Group 3: Historical Context - Prior to Jitu's IPO in Hong Kong in 2023, SF Holding already held a 1.54% stake in Jitu through investments [2]. - In May 2023, Jitu acquired 100% of SF Holding's Fengwang Express for HKD 1.183 billion, allowing SF Holding to divest from its economy express business and eliminate competition and losses [2].

顺丰控股（06936）与极兔速递-W（01519）拟互认股份，早盘逆市高开，截至发稿，顺丰控股上涨 3.73%，报36.68港元；极兔速递-W上涨2.56%，报12.04港元。 责任编辑：卢昱君 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 责任编辑：卢昱君 顺丰控股（06936）与极兔速递-W（01519）拟互认股份，早盘逆市高开，截至发稿，顺丰控股上涨 3.73%，报36.68港元；极兔速递-W上涨2.56%，报12.04港元。 ...

消息面上，1月15日，顺丰控股与极兔速递联合发布公告，宣布达成一项战略性的相互持股协议，将互 为对方增发新股，投资交易金额达83亿港元。交易完成后，顺丰控股将持有极兔速递10%的股份，极兔 速递将持有顺丰控股4.29%的股份。 智通财经APP获悉，顺丰控股(06936)、极兔速递-W(01519)逆市高开，截至发稿，顺丰控股涨2.94%， 报36.4港元；极兔速递-W涨2.13%，报11.99港元。 顺丰控股创始人王卫和极兔速递创始人李杰共同表示，顺丰和极兔是多年合作的战略伙伴。此次相互持 股，是双方关系深化的重要里程碑，标志着彼此从业务协同走向更紧密的战略共赢。双方将携手打造一 个更高效的全球智慧物流网络，有力把握中资企业出海及跨境电商带来的历史性机遇，为客户创造更卓 越的全球供应链价值。 ...

Core Insights - SF Holding and J&T Express have announced a strategic mutual shareholding agreement involving a total investment of HKD 8.3 billion, aimed at enhancing their global logistics network and better serving Chinese enterprises going abroad [1][2] Group 1: Strategic Partnership - The mutual shareholding will see SF Holding issue 226 million H shares at HKD 36.74 per share, while J&T Express will issue 822 million Class B shares at HKD 10.10 per share [1] - Post-transaction, SF Holding will own 10% of J&T Express, and J&T Express will hold 4.29% of SF Holding [1] - This partnership is expected to leverage both companies' strengths to create a more efficient and resilient global logistics network [1][2] Group 2: Company Profiles - SF Holding is the largest logistics service provider in China and Asia, ranked 393rd in the Fortune Global 500, offering end-to-end logistics solutions across approximately 200 countries [3] - J&T Express, founded in 2015, is a leading logistics operator in Southeast Asia and China, with a presence in 13 countries, focusing on customer-centric and efficient logistics solutions [4]

Group 1: Important Events - CITIC Securities expects a 38% year-on-year increase in net profit for 2025, with rapid growth in brokerage and investment banking revenues [1] - SF Holding has reached a strategic mutual shareholding agreement with Jitu Express, involving an investment transaction amounting to HKD 8.3 billion, resulting in SF Holding owning 10% of Jitu and Jitu holding 4.29% of SF [1] - Tianli Lithium Energy's subsidiary Sichuan Tianli will undergo maintenance, expected to reduce lithium iron phosphate production by 1,500 to 2,000 tons [1] - Junda Co. plans to acquire a 16.67% stake in Xingyi Xinneng, which aims to take over the assets, personnel, and business of the domestic rare satellite battery manufacturer Shangyi Optoelectronics [1] Group 2: Shareholding Changes - Huibo Pu's actual controller will change to the Tianjin State-owned Assets Supervision and Administration Commission [2] - WISCO Development plans to replace its main assets and liabilities related to its original business with equivalent portions of 100% equity in WISCO Mining and Luzhong Mining [2] Group 3: Performance Forecasts - Jinhaitong anticipates a 104%-168% year-on-year increase in net profit for 2025, driven by sustained demand in the semiconductor packaging sector [2] - Siwei Tuxin expects a profit of approximately CNY 90.09 million to CNY 117 million for 2025, marking a turnaround from losses [2] - Yonghe Co. forecasts a 110.87%-150.66% year-on-year increase in net profit for 2025 [3] - WuXi AppTec expects a year-on-year net profit growth of over 38% for the fiscal year 2025 [3]

建筑建材板块在 2026 年的投资机会有哪些？ 周期专场：周期行业开年机会把握 20260114 摘要 中通快递受益于市占率提升和头尾分化趋势，估值修复潜力大，是电商 快递领域的布局重点。 顺丰控股和京东物流基本面触底，通过降本增效和收紧亏损业务，业绩 有望迎来修复，内部管理优化和营销策略调整将提高业绩弹性。 顺丰同城作为独立第三方即时配送服务商，受益于即时零售发展，处于 超跌位置，有望实现高成长和利润增长。 罗曼股份在 AI 基础设施建设领域订单规模大，政策支持力度强，预计 2025-2026 年业绩增长确定性高。 上海港湾通过收购进入卫星能源系统领域，受益于商业航天加速发展， 同时布局钙钛矿技术，提升未来需求。 香港房地产市场成交量和价格回升，2025 年新房成交量创近 20 年新高， 二手房价格自去年 4 月以来已回升 8%。 预期美元利率下降将推动香港房贷利率下降，利好新鸿基地产、恒基地 产、信和置业等港资地产龙头公司，其持有型资产收租情况改善，分红 稳定，估值有望提升。 Q&A 2026 年快递行业的投资机会有哪些？ 2026 年快递行业存在多种投资机会，主要集中在以下几个方面： 整体来看，极兔速递 ...

来源：格隆汇APP 根据《认购协议》条款，公司拟根据一般性授权在香港联交所向极兔速递或其指定主体发行225,877,669 股新H股。本次H股发行的价格为每股36.74港元。H股发行完成后，本次H股发行的募集资金净额预计 约为82.89亿港元。公司计划将本次H股发行的募集资金净额用于支付集团在极兔股份发行项下应支付的 对价。 交易完成后，顺丰控股将持有极兔速递10%的股份，极兔速递将持有顺丰控股4.29%的股份。 格隆汇1月15日丨顺丰控股(002352.SZ)公布，公司与极兔速递签署《认购协议》，根据《认购协议》， 公司拟通过境外全资附属公司认购极兔速递新发行的821,657,973股B类股份。极兔股份发行的价格为每 股10.10港元，集团为极兔股份发行支付的总对价约为82.99亿港元。 ...

Core Viewpoint - The announcement details a conditional share subscription agreement between Jitu Express and SF Holding, which involves the subscription of 226 million H shares at HKD 36.74 per share and 822 million B shares at HKD 10.10 per share, totaling approximately HKD 82.99 billion for the company [1]. Group 1: Company Overview - Jitu Express is a global logistics service operator that has achieved rapid growth in multiple countries, particularly in Southeast Asia, leveraging localized operational experience and a solid network foundation [2]. - SF Holding is the largest logistics service provider in China and Asia, ranked 393rd on the Fortune Global 500 list, offering end-to-end comprehensive logistics solutions across approximately 200 countries and regions [2]. Group 2: Strategic Importance of the Transaction - The investment in SF Holding is strategically significant for Jitu Express, as it establishes a solid trust foundation for deeper cooperation, expanding service and network coverage to benefit customers [3]. - The collaboration will enhance Jitu Express's international business capabilities by combining its strong last-mile delivery network and localized operational experience with SF Holding's core resources and mature operational systems in cross-border logistics [3]. - The partnership is expected to leverage complementary strengths in network resources, product differentiation, and customer bases, aiding both companies in expanding their service boundaries and enhancing competitiveness in the global logistics market [3].

此次相互持股，旨在充分发挥双方高度互补的战略协同效应。极兔将凭借在全球13个国家的末端网络与 本地化运营优势，结合顺丰在跨境头程与干线段的核心资源优势和成熟运营体系，共同增强端到端跨境 物流解决方案的网络覆盖和产品竞争力。同时，在中国业务方面，双方在网络资源、客户群体、产品结 构和差异化上具备较大互补协同空间，有助于共同拓展服务边界。 极兔速递创始人李杰和顺丰控股创始人王卫共同表示，极兔和顺丰是多年合作的战略伙伴，此次相互持 股，是双方关系深化的重要里程碑，标志着彼此从业务协同走向更紧密的战略共赢。双方将携手打造一 个更高效的全球智慧物流网络，有力把握中资企业出海及跨境电商带来的历史性机遇，为客户创造更卓 越的全球供应链价值。 香港，2026年1月15日 ——全球领先的综合物流服务提供商极兔速递 (1519.HK)与顺丰控股 (002352.SZ, 6936.HK)今日联合发布公告，宣布达成一项战略性的相互持股协议，将互为对方增发新股，投资交易 金额达83亿港元。根据协议，极兔速递将向顺丰控股增发8.22亿股B类股份，发行价为每股10.10港元； 顺丰控股将向极兔速递增发2.26亿股H股股份，发行价为每股36 ...