公告称，速运物流业务收入同比增长13.68%，业务量同比增长26.26%。公司坚持可持续健康发展的经 营基调，推进激活经营进阶机制，以高品质服务和稳定运营交付，保障客户电商促销旺季的寄递需求， 推动业务高质量增长。 顺丰控股（002352）(002352.SZ)披露2025年10月快递物流业务经营简报，公司2025年10月速运物流业 务、供应链及国际业务合计收入为人民币264.54亿元，同比增长9.79%。速运物流业务方面，2025年10 月营业收入200.91亿元，同比增长13.68%;业务量15.24亿票，同比增长26.26%。 ...

智通财经APP讯，顺丰控股(002352.SZ)披露2025年10月快递物流业务经营简报，公司2025年10月速运物 流业务、供应链及国际业务合计收入为人民币264.54亿元，同比增长9.79%。速运物流业务方面，2025 年10月营业收入200.91亿元，同比增长13.68%;业务量15.24亿票，同比增长26.26%。 公告称，速运物流业务收入同比增长13.68%，业务量同比增长26.26%。公司坚持可持续健康发展的经 营基调，推进激活经营进阶机制，以高品质服务和稳定运营交付，保障客户电商促销旺季的寄递需求， 推动业务高质量增长。 ...

格隆汇11月19日｜顺丰控股公告，2025年10月速运物流业务收入为200.91亿元，同比增长13.68%，业务 量为15.24亿票，同比增长26.26%，单票收入为13.18元，同比下降9.97%。供应链及国际业务收入为 63.63亿元，同比下降0.93%。 ...

| 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002889 | 东方嘉盛 | 4425.85万 | 13.10% | -2193.26万 | -6.49% | -2232.59万 | -6.61% | | 300350 | 华鹏飞 | 3017.63万 | 6.15% | 1365.45万 | 2.78% | -4383.08万 | -8.93% | | 600153 建发股份 | | 2126.14万 | 12.71% | -1049.37万 | -6.27% | -1076.77万 | -6.44% | | 002352 顺丰控股 | | 1639.20万 | 2.45% | -6929.75万 | -10.37% | 5290.55万 | 7.91% | | 603117 万林物流 | | 1121.39万 | 11.68% | 65.76万 | 0.68% | -1187.15万 | -12.36% | | ...

Core Insights - The express delivery market in China continues to lead globally, with the market size expected to exceed 300 billion packages and revenue surpassing 50 trillion RMB in 2023 [1] - The 2025 Global Express Industry Conference highlighted the increasing impact of the express industry on global economic development [1] Group 1: Market Performance - In 2024, the global express package volume is projected to reach approximately 2.679 billion packages, a year-on-year increase of 17.49%, with revenue around 46.037 trillion RMB, up 14.05% [2] - China's express package volume is expected to be 1.758 billion packages in 2024, reflecting a growth of 21.5%, with revenue estimated at 14.033 trillion RMB, a 13.8% increase [2] Group 2: Industry Development Needs - The China Express Association released ten development needs for express brand enterprises, emphasizing continuous technological innovation, operational efficiency, and international collaboration [2] - Key areas of focus include enhancing sorting efficiency, improving autonomous vehicle technology, and fostering international logistics cooperation [2] Group 3: Collaborative Initiatives - The "Qinglu Consensus" was established by the China Express Association and various express companies, emphasizing the role of artificial intelligence in driving future industry development and the importance of maintaining a secure and competitive market [3] - The consensus also highlights the need for a collaborative spirit in international expansion and the reinforcement of talent as a critical resource for high-quality industry development [3] Group 4: Infrastructure Development - The "Tongda Future City," designed for express delivery personnel, was inaugurated during the conference, covering an area of 12 square kilometers and integrating residential and commercial spaces [3] - This development aims to create a "15-minute quality living circle," enhancing the living and working environment for industry professionals [3]

该股主要指标及行业内排名如下： | 指标 | 顺丰控股 | 物流行业均值 | 行业排名 | | --- | --- | --- | --- | | 总市值 | 1997.63亿元 | 171.02亿元 | 1 54 | | 净资产 | 1089.75亿元 | 138.04亿元 | 2 54 | | 净利润 | 83.08亿元 | 7.12亿元 | 1 54 | | 市盈率(动) | 18.03 | 17.89 | 13 54 | | 市净率 | 2.03 | 2.79 | 30 54 | | 毛利率 | 12.96% | 13.97% | 22 54 | | 净利率 | 3.87% | 4.8% | 24 54 | | ROE | 8.65% | 3.69% | 7 54 | 证券之星消息，截至2025年11月18日收盘，顺丰控股(002352)报收于39.64元，下跌0.3%，换手率 0.37%，成交量17.49万手，成交额6.93亿元。 11月18日的资金流向数据方面，主力资金净流出9371.73万元，占总成交额13.52%，游资资金净流入 418.12万元，占总成交额0.6%，散户资金净流入8953.6 ...

Core Points - The logistics sector experienced a decline of 1.32% on November 18, with Jushen Co. leading the drop [1] - The Shanghai Composite Index closed at 3939.81, down 0.81%, while the Shenzhen Component Index closed at 13080.49, down 0.92% [1] Summary by Category Stock Performance - Longzhou Co. (002682) saw a significant increase of 9.96%, closing at 7.84, with a trading volume of 1.2486 million shares and a turnover of 979 million [1] - Jiacheng International (603535) rose by 5.70%, closing at 11.68, with a trading volume of 310,400 shares and a turnover of 366 million [1] - Jushen Co. (001202) led the decline with a drop of 6.22%, closing at 16.14, with a trading volume of 130,400 shares and a turnover of 210 million [2] - Shentong Express (002468) fell by 5.87%, closing at 14.28, with a trading volume of 443,200 shares and a turnover of 634 million [2] Capital Flow - The logistics sector experienced a net outflow of 612 million from institutional investors, while retail investors saw a net inflow of 550 million [2][3] - Jiacheng International had a net inflow of 54.67 million from institutional investors, but a net outflow of 10.73 million from speculative funds [3] - Longzhou Co. had a net inflow of 46.14 million from institutional investors, with a net outflow of 63.63 million from speculative funds [3]

据悉，美团医药电商航空物流中心位于鄂州花湖国际机场内，是行业首个与货运机场快递分拣"零距 离"的医药仓。它打破了传统电商零售空运依赖客运航班的现状，不再"跟人走"，而是拥有独立航线网 络和运力，可以一仓发全国，满足各地区用户的健康需求。此前曾有媒体报道，美团成立鄂州美团大药 房有限公司，便是此中心的运营主体。 活动现场，鄂州市副市长、临空经济区党工委书记尹彬在致辞中表示，全国首个医药零售航空中心在临 空顺利扎根，得益于省药监局的全力支持和精心指导，得益于美团、顺丰的远见卓识和高效行动。依托 花湖国际机场，美团医药项目将构建起35城"次晨达"、318城"次日达"的高效配送网络，以"零距离、零 转运、零等待"的极致服务，让健康福祉更快送达千家万户。 美团医药健康与顺丰速运达成战略合作。摄影 高晨 美团医药健康与顺丰速运达成战略合作。摄影 高晨 美团医药健康与顺丰速运共建医药电商航空物流中心。摄影 高晨 长江商报消息 11月14日，美团医药健康与顺丰速运在湖北鄂州正式签署战略合作协议，共同宣布美团 医药电商航空物流中心正式开仓运营。鄂州市委副书记、市长王玺玮，湖北省药监局二级巡视员胡少 玉，鄂州市副市长、临空经济区 ...

Investment Rating - The report rates the transportation industry as "Outperform" [1] Core Insights - Crude oil freight rates initially declined but then increased, with a divergence in container shipping rates on long-distance routes. The China Import Crude Oil Composite Index (CTFI) rose to 2231.96 points, up 9.5% from November 6 [2][13] - Volant Aviation completed a multi-hundred million yuan Series B financing round, and the C919 aircraft made its debut at the Dubai Airshow [2][15] - Jitu Express reported over 100 million packages on "Double Eleven," marking a 9% year-on-year increase, with an average daily package volume of 94.59 million during the peak season [2][23] Summary by Sections Industry Hot Events - Crude oil freight rates fluctuated, with the CTFI at 2231.96 points, a 9.5% increase from November 6. The VLCC market is optimistic about future rates due to tight vessel availability [2][13] - Volant Aviation's Series B financing was led by Huaying Capital, with existing shareholders also increasing their investments. The C919 aircraft is set to showcase its capabilities at the 2025 Dubai Airshow [2][15] - Jitu Express achieved a record-breaking package volume during "Double Eleven," with a total of 1.3938 billion packages collected nationwide from October 21 to November 11, reflecting a 17.8% increase in daily average volume [2][25] High-Frequency Dynamic Data Tracking - The Baltic Air Freight Price Index increased month-on-month but decreased year-on-year. The Shanghai outbound air freight price index was 5356.00 points, down 2.5% year-on-year [27][28] - Domestic freight flights increased by 0.32% year-on-year, while international flights rose by 11.12% [28] - The SCFI index reported a decrease of 2.92% week-on-week, while the CCFI index increased by 3.39% week-on-week [35] Investment Recommendations - Focus on the equipment and manufacturing industrial products export chain, recommending companies like COSCO Shipping Specialized, China Merchants Energy Shipping, and Huamao Logistics [4] - Attention to the transportation demand increase driven by the construction of hydropower stations in the Yarlung Tsangpo River downstream [4] - Investment opportunities in the low-altitude economy, with a recommendation for CITIC Offshore Helicopter [4] - Recommendations for highway and railway sectors, including Gansu Expressway and Beijing-Shanghai High-Speed Railway [4] - Opportunities in the cruise and ferry sectors, recommending Bohai Ferry and Straits Shares [4] - E-commerce and express delivery investment opportunities, recommending SF Express, Jitu Express, and Yunda [4] - Investment opportunities in the aviation sector, recommending China National Aviation, Southern Airlines, and Spring Airlines [4]

Core Viewpoint - The logistics industry is rapidly adopting low-altitude drone delivery, with significant growth in the number of drone routes and technological advancements supporting this trend [1][2]. Group 1: Industry Growth and Trends - The logistics sector is experiencing explosive growth in low-altitude drone routes, with a leading logistics company planning to open over 500 drone routes in 2024, more than double the total opened in the past decade [1]. - The average daily express delivery volume has surged from 100 million packages in 2019 to a peak of 729 million packages last year, with projections to reach 1 billion packages daily in the future [1]. - The logistics industry is seen as the primary sector for the large-scale implementation of low-altitude economy due to its maturity and high order volume [2]. Group 2: Technological Innovations - The integration of AI, 5G, big data, and cloud computing is laying a solid foundation for the application of drones in logistics [1]. - The introduction of passive IoT technology allows for the sensing of product information without unpacking, significantly improving logistics efficiency [3]. - AI safety technologies have expanded the operational range of drones, increasing the suitable flying areas from 17% to 80% in some cities [3]. Group 3: Policy Support and Applications - Recent policies from various government departments support the development of smart cloud warehouses, unmanned delivery, and low-altitude logistics [2]. - Major logistics companies, such as SF Express, are implementing innovative models that connect drones with ground and underground transport systems, achieving seamless logistics transitions [4][5]. - This new model has been successfully implemented in regions like Zhejiang and the Greater Bay Area, reducing time costs by 60%-80% and logistics costs by 30%-50% [5].