智通财经APP讯，顺丰控股(06936)发布公告，于2025年11月26日该公司斥资人民币5016.19万元回购 128.03万股A股，回购价格为每股人民币39.08-39.31元。 ...

11月18日，2025(第六届)快递业大会在浙江桐庐发布的《全球快递发展报告(2025)》显示，2024年以1750.8 亿件的业务量占据全球65%的份额，我国快递包裹市场规模连续11年保持全球第一，实现了月均百亿件的跨 越式发展。 《报告》数据揭示了中国快递业的惊人体量：2024年全球快递包裹业务量约2679亿件，其中，中国一国贡献 1750.8亿件，同比增长21.5%。业务收入达14033.5亿元，同比增长13.8%。 进入2025年，增长态势更为迅猛。截至10月11日，全年业务量已突破1500亿件，比2024年提前37天。"双 11"旺季期间(10月21日至11月11日)，日均揽收量高达6.34亿件，单日峰值更是达到7.77亿件，再次刷新全球 单日业务量纪录。 国家邮政局发展研究中心负责人透露，我国人均快递使用量达124.3件，远超全球人均33件的水平，这意味 着每个中国人平均每月要收寄超过10个包裹，快递已深度融入人们的日常生活。 从年均百亿到月均百亿，中国快递业用十一年时间完成了从规模扩张到常态化的跃迁，稳居全球快递市场绝 对核心地位。 如此庞大的体量如何持续高增长?《报告》揭示了三重驱动力： （图 ...

Core Insights - SF Holding (002352.SZ) is transitioning from a leading express delivery company to a comprehensive logistics service provider, leveraging its strong control over the entire logistics chain and heavy asset layout to maintain service quality and brand influence [3] - The company has achieved significant cost reductions, totaling over 3.8 billion yuan since 2021, through multi-network integration and operational transformations [3][4] - The "activation operation" strategy has led to a sustained monthly volume growth of over 30% in 2025, although there is still room for profit margin optimization due to prior investments [4] Summary by Sections Company Overview - SF Holding is recognized as a direct express delivery leader, with a robust logistics network built on its direct operation model [3] - The company is expected to see supply chain and international business become its second growth curve [3] Cost Management - The integration of multiple networks has enabled resource reuse and cost reduction across the logistics chain, with a cumulative cost reduction of over 3.8 billion yuan since 2021 [3] - Operational changes, including optimization of transfer efficiency and automation, have contributed to ongoing cost improvements [3] Growth Potential - The company anticipates structural efficiency improvements and cost reductions in Q4 2025, with a forecast of stable net profit growth for the year [4] - SF Holding is positioned to benefit from economic recovery, which is expected to enhance its profit elasticity in the medium to long term [4]

格隆汇11月26日丨根据联交所最新权益披露资料显示，2025年11月21日，顺丰控股(06936.HK)获上海睿郡资产管理有限公司在场内以每股均价34.6457港元 增持158.56万股，涉资约5493.42万港元。 增持后，上海睿郡资产管理有限公司最新持股数目为1329.66万股，持股比例由4.88%上升至5.54%。 | 股份代號: | 06936 | | --- | --- | | 上市法國名稱: | 顺豐控股股份有限公司 - H脸 | | 日期 (日 / 月 / 年): | 26/10/2025 - 26/11/2025 | | 表格序號 | 大股東/董事/最高行政人員名 作出披露的 買入 / 賣出或涉及的 每股的平均價 | | | | | 持有權益的股份數目 佔已發行的 有關事件的日期 | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | [景园 | 股份數目 | | | （ 請参関上述 * 註 | | | | | | | | | 图) 份百分比 | | | Company of the control control concess ...

格隆汇11月26日丨根据联交所最新权益披露资料显示，2025年11月21日，顺丰控股(06936.HK)获上海睿 郡资产管理有限公司在场内以每股均价34.6457港元增持158.56万股，涉资约5493.42万港元。 增持后，上海睿郡资产管理有限公司最新持股数目为1329.66万股，持股比例由4.88%上升至5.54%。 | 股份代财: | | --- | | 上市法國名所: | | 日期(日/月/年) | | | 大股票通車情源行政人最名 作出投稿的 寶入 / 寶出或或及於 鹿駿的平均價 | | | 持有愤益的裂份數目 钻已發行的 角圖事作的日期 相關注黨設分 張耀超爆益 | | | | --- | --- | --- | --- | --- | --- | --- | | | Carrely of Canadian DGME | | | ( 讀者間上述 * 高校開催及(日/月/本) 權益 | | | | AND AND STORES PLANS ------- | | STATUS BOOKS SUPERSONAL PROPERTY OF | | WWW.VOLUMENTS CONNECT CAN | | ...

香港联交所最新资料显示，11月21日，上海睿郡资产管理有限公司增持顺丰控股（002352） (06936)158.56万股，每股作价34.6457港元，总金额约为5493.42万港元。增持后最新持股数目为1329.66 万股，最新持股比例为5.54%。 ...

智通财经APP获悉，香港联交所最新资料显示，11月21日，上海睿郡资产管理有限公司增持顺丰控股 (06936)158.56万股，每股作价34.6457港元，总金额约为5493.42万港元。增持后最新持股数目为1329.66 万股，最新持股比例为5.54%。 ...

Core Viewpoint - Guosheng Securities report highlights SF Holding's transformation from a leading express delivery company to a comprehensive logistics service provider, driven by the booming cross-border e-commerce and accelerated overseas expansion of Chinese manufacturing [1] Group 1: Market Potential - The overseas market presents broader growth potential compared to the domestic market, with supply chain and international business expected to become a second growth curve for the company [1] Group 2: Operational Efficiency - Continuous cost reduction through network integration and operational transformation is anticipated, leading to a significant increase in operational volume and improved profit margins in the future [1] Group 3: Valuation and Investment Rating - Considering the company's high-end market barriers and future growth potential, it is expected to enjoy a valuation premium. The target P/E for 2026 is set at 22x, corresponding to a reasonable valuation of 55.22 yuan, with an initial "buy" rating assigned [1]

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） 備註： 上述佔有關事件前的現有已發行股份（不包括庫存股份）數目百分比是依據本公司已發行股份數目（不包括本公司根據本公司的董事會於2025年4月28日採納並批准及於 2025年10月30日調整的回購授權所回購的，且存放於本公司回購證券賬戶的29,761,389股A股庫存股份）總額5,009,669,020股（包括4,769,669,020股A股及240,000,000 股H股）計算。 FF305 第 2 頁 共 7 頁 v 1.3.0 呈交日期： 2025年11月24日 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 | | | | | | | | --- | - ...

Core Viewpoint - SF Holding (002352)(06936) announced a share buyback plan, investing RMB 57.33 million to repurchase 1.4733 million A-shares at a price range of RMB 38.82 to 38.99 per share [1] Summary by Category - **Company Actions** - The company plans to repurchase shares, indicating confidence in its stock value and future prospects [1] - The total investment for the buyback is RMB 57.33 million, which reflects a strategic move to enhance shareholder value [1] - **Financial Details** - The buyback involves 1.4733 million A-shares, with a repurchase price set between RMB 38.82 and RMB 38.99 per share [1]