关于控股股东部分 A 股股份办理质押的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导 性陈述或重大遗漏。 顺丰控股股份有限公司（以下简称"公司"）于 2026 年 1 月 7 日收到控股 股东深圳明德控股发展有限公司（以下简称"明德控股"）的通知，获悉其所持 有的公司部分 A 股股份办理质押，具体事项如下： 本次质押股份不涉及负担重大资产重组等业绩补偿义务的情况。 证券代码：002352 证券简称：顺丰控股 公告编号：2026-002 二、股东股份累计质押情况 顺丰控股股份有限公司 | | | | | 本次办理 | | 本次办理 | | | 已质押股份 | | 未质押股份 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东 | 持 A | 股 | 占公司 | 质押前质 | | 质押后质 | 占其所 | 占公司 | 情况 | | 情况 | | | 名称 | 数量 | | 总股本 | 押 A | 股股 | 押 A 股股 | 持股份 | 总股本 | 已质押 ...

FF301 本月底法定/註冊股本總額： RMB 5,039,430,409 | 2. 股份分類 | 普通股 | 股份類別 | A | | | 於香港聯交所上市 (註1) | | 否 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 002352 | 說明 | | A股 (於深圳證券交易所上市) | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 4,799,430,409 | RMB | | 1 | RMB | | 4,799,430,409 | | 增加 / 減少 (-) | | | 0 | | | | RMB | | 0 | | 本月底結存 | | | 4,799,430,409 | RMB | | 1 | RMB | | 4,799,430,409 | 呈交日期: 2026年1月6日 第 1 頁 共 10 頁 v 1.1.1 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | ...

证券之星消息，1月6日物流板块较上一交易日上涨1.38%，密尔克卫领涨。当日上证指数报收于 4083.67，上涨1.5%。深证成指报收于14022.55，上涨1.4%。物流板块个股涨跌见下表： 从资金流向上来看，当日物流板块主力资金净流出89.01万元，游资资金净流出1.37亿元，散户资金净流 入1.38亿元。物流板块个股资金流向见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603967 | 中创物流 | 13.57 | -3.90% | 17.84万 | 2.44亿 | | 002930 | 宏川智慧 | 11.01 | -1.78% | 11.94万 | 1.32亿 | | 600753 | *ST海钦 | 8.30 | -1.54% | 3.52万 | 2947.14万 | | 001228 | 永泰运 | 26.49 | -1.08% | 1.63万 | 4329.06万 | | 603813 | *ST原尚 | 38.88 | -1.04% | 5379.0 | 2082. ...

2025年收官，2026年启新，又到各行各业盘点得失、谋划开局的重要时刻。 2025年12月31日是2025年的最后一个股票交易日，快递行业交出怎样的成绩单？ 据《上游新闻》报道，"记者根据同花顺iFinD数据等统计，2025年，申通快递以33.36%列年度快递A股股价涨幅第一。其次为圆通速递，涨幅为18.73%。另 外，H股极兔速递年度涨幅为70%。" | 序号 | 股票代码 股票简称 | | 现价(元) | 市盈率(pe) | 月涨跌幅(%) | 2025年涨跌幅(%) | | --- | --- | --- | --- | --- | --- | --- | | J | 002468. SZ | 申通快递 | 13. 42 | 20. 39 | -6. 61 | 33. 36 | | 2 | 600233. SH | 圆通速递 | 16. 42 | 14. 65 | -3.70 | 18. 73 | | 3 | 002352. SZ | 顺丰控股 | 38. 32 | 17. 43 | -0.13 | -2.74 | | 4 | 603056. SH 德邦股份 | | 13. 67 | -37.77 | ...

机构持仓方面，截止2025年9月30日，顺丰控股十大流通股东中，香港中央结算有限公司位居第二大流 通股东，持股2.59亿股，相比上期减少9055.65万股。华泰柏瑞沪深300ETF（510300）位居第七大流通 股东，持股4099.01万股，相比上期减少188.31万股。易方达沪深300ETF（510310）位居第九大流通股 东，持股2964.82万股，相比上期减少95.07万股。易方达蓝筹精选混合（005827）退出十大流通股东之 列。 责任编辑：小浪快报 资料显示，顺丰控股股份有限公司位于中国广东省深圳市南山区科技南一路深投控创智天地大厦B座、 香港新界青衣航运路36号亚洲物流中心—顺丰大厦9楼，成立日期2003年5月22日，上市日期2010年2月5 日，公司主营业务涉及综合性快递物流服务。主营业务收入构成为：速运及大件分部71.34%，供应链 及国际分部24.36%，同城即时配送分部3.80%，未分配部分0.50%。 顺丰控股所属申万行业为：交通运输-物流-快递。所属概念板块包括：中欧班列、REITs概念、电子支 付、移动支付、大数据等。 截至9月30日，顺丰控股股东户数26.97万，较上期增加90.7 ...

Group 1: BYD's Global Expansion - BYD's 14 millionth electric vehicle rolled off the production line in Brazil, marking a significant milestone for Chinese automakers in the South American market [1] - In 2025, BYD's overseas sales of passenger cars and pickups exceeded 1.0496 million units, a year-on-year increase of 145%, with a presence in over 119 countries and regions [1] - BYD's strategy focuses on local adaptation, including product customization, localized production, autonomous logistics, and brand contextualization to overcome market barriers [1][2] - The company emphasizes local talent recruitment, with approximately 80% of the workforce at its Brazilian factory being local residents [1] Group 2: Technological Advancements and Market Strategy - BYD plans to enhance its overseas market expansion and increase the global adoption of electric vehicles and renewable energy products [2] - The company aims to strengthen its technological leadership by investing in electric and intelligent technology, ensuring that innovations translate into market competitiveness [2] Group 3: SF Express's Logistics Innovations - SF Express has significantly increased its blueberry shipping volume from 50,000 items in 2018 to over 10 million items in 2025, enhancing the freshness experience for consumers [3] - The company has implemented a drone logistics network in key blueberry production areas, utilizing AI and high-spectral imaging technology to improve product quality [3] - SF Express has introduced a "late delivery compensation" service to enhance customer rights and service quality, initially launched in ten cities [4] Group 4: iFLYTEK's AI Developments - iFLYTEK's AI model has undergone five iterations in 2025, achieving core capabilities in language understanding and mathematical reasoning, supporting over 130 languages [5][6] - The company focuses on using domestic computing power for model training to ensure long-term development security and independence [6] - iFLYTEK has expanded its AI applications across various sectors, including education and automotive, serving millions of users and facilitating significant interaction volumes [6] Group 5: Yili's Industry Growth - Yili Group's intelligent production base in Inner Mongolia has a daily processing capacity of 6,500 tons of fresh milk, emphasizing quality control throughout the production chain [7] - The company has successfully developed technologies that significantly enhance the retention of lactoferrin in long-life milk products [7] - Yili aims to increase its international market share and product value, positioning itself as a leading global health food provider [8] Group 6: Skyworth's New Energy Business - Skyworth's new energy business revenue reached 13.801 billion yuan in the first half of 2025, a nearly 54% year-on-year increase, accounting for 38% of total revenue [9] - The company is developing a comprehensive green energy ecosystem through innovations in photovoltaic technology and integrated energy solutions [9][10] - Skyworth plans to enhance its competitiveness in smart home appliances and expand its presence in the global green energy market [10]

"我们在多个蓝莓核心产区布局无人机低空物流网络，打通产地'最初一公里'，并结合AI智能分拣、高 光谱成像等技术，推动蓝莓标准化分级，提升产品附加值。"顺丰集团特色经济项目部副总经理郭翔兵 说，顺丰在国内通过自有全货机航线，实现云南蓝莓"枝头采摘—产地直发—全国次日达"高效流转；在 国际端，开通跨境全货机专线，48小时内可覆盖东南亚核心城市。 眼下，云南省昆明市、玉溪市、德宏州等地的蓝莓迎来丰收季。为确保蓝莓从"枝头到舌尖"的新鲜体 验，顺丰速运深耕蓝莓寄递，见证了云南蓝莓从区域品牌走向全国、迈向全球的历程，发运量从2018年 的5万件增长至2025年的上千万件。 （文章来源：经济日报） 高效及时送达是衡量快递物流服务质量的重要标准之一。"2025年以来，顺丰通过科技赋能，实现智能 化、无人化技术在端到端物流的全链路深度应用，大幅提升操作岗位效能，支撑业务规模化扩张下的高 效运营。"顺丰集团首席新闻发言人孙玉松告诉记者。 物流快递企业正告别传统"低价换量"的粗放式竞争模式，转向以客户价值为导向、数智能力为引擎的高 质量发展新阶段。2025年12月1日，顺丰推出"超时赔付"服务，只要在小程序或APP等顺丰官方渠道 ...

（来源：读商时代） 资本最终投的往往不是项目，而是人。 出品|读商时代 责编|李晓燕 2026年的资本市场，机器人无疑是最炙手可热的主题。 物流行业的竞争，本质上是效率的博弈与成本的比拼。消费者只看到快递员敲门的那一刻，却很少意识到，真正决定时效与成本水 平的，是那些发生在仓库与物流中心内部"看不见"的环节，比如仓储、存取、搬运以及分拣。这些环节，实际上为整个物流体系设 定了效率的上限。 凯乐士，恰恰是改造这些"核心底层"的企业。 其业务布局围绕仓储密度提升、柔性搬运与高强度分拣等关键场景展开，既能够通过系统化的机器人设备提升空间利用率与作业效 率，又能够在复杂物流体系中实现柔性协作，从而让物流运转更加智能化、规模化和稳定化。凯乐士做的并不只是"制造机器人"， 而是在重新设计并升级物流基础设施。 而这一能力，正是顺丰最需要、却不可能在短期内完全独立完成的能力。 02 顺丰不是在押机器人，而是在押"未来技术路线" 1月2日，浙江凯乐士科技集团股份有限公司再次向港交所主板递交上市申请。这家公司既是中国物流机器人领域的头部企业，也 是"全栈场内物流机器人解决方案"的重要代表，更重要的是，它背后站着顺丰王卫。 公开数 ...

Investment Rating - The transportation industry is rated as "Outperform" [2] Core Insights - The report highlights a significant drop in crude oil shipping rates, while long-distance shipping rates have increased. The China Import Crude Oil Composite Index (CTFI) fell by 40.6% to 1354.35 points as of December 25, 2025. Conversely, shipping rates for routes to Europe and the US have risen, with rates for Shanghai to Europe increasing by 10.2% to $1690 per TEU, and rates to the US West and East coasts rising by 9.8% and 6.6% respectively [3][13] - The report notes that Peak Flying's Kai Rui Ou eVTOL successfully completed the first ton-level unmanned cross-strait flight over the Qiongzhou Strait, demonstrating the feasibility of low-altitude transportation. Additionally, China National Airlines plans to purchase 60 Airbus A320NEO aircraft, with a total list price of approximately $9.53 billion, scheduled for delivery between 2028 and 2032 [3][14][16] - JD.com has launched its first campus "Smart Wolf" front warehouse at Guangdong Industry and Commerce Vocational Technical University, contributing to a 5.0% year-on-year growth in national social logistics total, amounting to 331.2 trillion yuan for the first 11 months of 2025 [3][22][23] Summary by Sections Industry High-Frequency Data Tracking - The Baltic Air Freight Price Index has decreased both month-on-month and year-on-year. The Shanghai outbound air freight price index was reported at 5821.00 points, showing a year-on-year increase of 9.3% but a month-on-month decrease of 8.6% [25] - Domestic cargo flight operations saw a year-on-year decline of 3.24% in December 2025, while international flights increased by 15.99% [26] - The SCFI index for container shipping was reported at 1656.32 points, with a week-on-week increase of 6.66% but a year-on-year decrease of 32.68% [35] Investment Recommendations - The report suggests focusing on the equipment and manufacturing export chain, recommending companies such as COSCO Shipping, China Merchants Energy Shipping, and Huamao Logistics. It also highlights opportunities in low-altitude economy trends and road-rail investment opportunities [4][5]

证券研究报告 | 行业策略报告 2026 年 01 月 05 日 电商快递有望有序竞争，关注海外物流增长机遇 推荐（维持） 行业规模 | | | 占比% | | --- | --- | --- | | 股票家数（只） | 128 | 2.5 | | 总市值（十亿元） | 3197.7 | 3.0 | | 流通市值（十亿元） | 3007.1 | 3.1 | 行业指数 快递物流行业 2026 年策略报告 周期/交通运输 % 1m 6m 12m 绝对表现 1.3 6.5 6.8 相对表现 -1.0 -11.1 -10.8 资料来源：公司数据、招商证券 -10 0 10 20 30 Jan/25 Apr/25 Aug/25 Dec/25 (%) 交通运输 沪深300 本篇报告回顾了快递物流板块 2025 年基本面变化及市场表现，维持对快递物流 行业的"推荐"投资评级。 相关报告 1、《基础设施行业 2026 年度策略报 告—优选个股、长线配置红利资产》 2025-12-31 ❑ 风险提示：价格战恶化、加盟商网点不稳定、宏观经济增速大幅下滑、成本大幅 上行、国际贸易政策大幅变化。 | 王春环 | S109052406 ...