证券代码：002352 证券简称：顺丰控股 公告编号：2025-085 顺丰控股股份有限公司 公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 重要提示： 1、顺丰控股股份有限公司（以下简称"公司"）近日收到公司股东及监事 刘冀鲁先生通知，其与一致行动人之间内部转让 A 股股份计划已实施完毕，合 计转让 700 万股，占公司总股本的 0.14%。 2、本次转让系股东与其一致行动人之间的内部转让，不涉及市场减持，不 会导致公司控制权发生变更。 一、本次内部转让股份概述 公司于 2025 年 9 月 23 日在巨潮资讯网（www.cninfo.com.cn）上披露了《关 于公司股东与其一致行动人之间内部转让 A 股股份计划的提示性公告》（公告 编号 2025-073），公司股东及监事刘冀鲁先生计划在 2025 年 11 月 1 日至 2025 年 12 月 31 日期间以大宗交易方式向其女婿赵颖坤先生转让公司 A 股股份数量 不超过 700 万股，转让比例不超过公司总股本的 0.14%。 公司于 2025 年 11 月 7 日收到监事刘冀鲁先生出具的《告知函》，刘冀鲁先 生与其一致行动人之间内部转 ...

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） 呈交日期： 2025年11月7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 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | A | 於香港聯交所上市 | 否 | | | 證券代號 (如上市) | 002352 | 說明 | A股（於深圳交易所上市） | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | 庫存股份變動 | | | | | 事件 | 已發行股份（不包 ...

Group 1 - The company, SF Holding (06936.HK), announced a share buyback plan on November 7, 2025, with an expenditure of RMB 80.179 million to repurchase 2.0054 million shares [1] - The buyback price per share is set between RMB 39.87 and RMB 40 [1]

Group 1 - The company, SF Holding (stock code: 06936), announced a share buyback plan on November 7, 2025, involving an expenditure of 80.1789 million yuan to repurchase 2.0054 million A-shares [1]

Core Insights - The express delivery industry in China experienced a significant growth in business volume, with a year-on-year increase of 12.7% in September 2025, reaching a total of 168.8 billion packages delivered [1] - The average revenue per package showed a narrowing decline, with a reported income of 7.55 yuan per package, reflecting a year-on-year decrease of 4.9% [1] - The overall express delivery revenue reached 127.37 billion yuan, marking a year-on-year growth of 7.2% [1] Express Delivery Industry Data - The express delivery business volume maintained a rapid growth rate, with September 2025 seeing a total of 168.8 billion packages delivered, a 12.7% increase year-on-year, which is an improvement of 0.5 percentage points from the previous month [1] - The single package price decline has slowed, with the average revenue per package at 7.55 yuan, down 4.9% year-on-year, but the decline is less severe than the previous month by 2.3 percentage points, and it increased by 2.4% month-on-month [1] - The total express delivery revenue for September 2025 was 127.37 billion yuan, with a year-on-year growth of 7.2%, an increase of 3 percentage points compared to the previous month [1] Consumer Data - From January to September 2025, the total retail sales of consumer goods reached 36.59 trillion yuan, growing by 4.5% year-on-year, with September alone contributing 4.2 trillion yuan, a 3% increase [2] - The online retail sales of physical goods for the same period totaled 9.15 trillion yuan, reflecting a year-on-year growth of 6.5%, with September's online sales at 1.06 trillion yuan, up 7.3% [2] - The e-commerce penetration rate reached 25.0% for the first nine months, an increase of 0.48 percentage points year-on-year, with September's rate at 25.2%, up 1 percentage point [2] Listed Express Delivery Companies Data - Business volume growth varied among major express delivery companies, with SF Express leading the industry with a year-on-year growth of 31.8%, delivering 15 billion packages in September 2025 [3] - The average revenue per package for major companies showed an upward trend, with YTO Express, Yunda, and Shentong reporting increases of 1.4%, 0.5%, and 5% respectively in September [3] - Revenue figures for September 2025 indicated that SF Express, YTO Express, Yunda, and Shentong achieved revenues of 20.9 billion, 5.8 billion, 4.3 billion, and 4.6 billion yuan respectively, with year-on-year growth rates of 14.2%, 14.9%, 4.1%, and 14.9% [3] Recommended Stocks - The recommended stocks in the express delivery sector include ZTO Express (02057), YTO Express (600233.SH), Shentong Express (002468.SZ), Yunda Holdings (002120.SZ), and SF Holdings (002352.SZ) [4]

Core Viewpoint - SF Holding (002352) shows a positive stock performance with a closing price of 40.03 yuan, up 1.01% as of November 6, 2025, indicating a potential recovery in investor sentiment [1] Financial Performance - For the first three quarters of 2025, SF Holding reported a main business revenue of 225.26 billion yuan, an increase of 8.89% year-on-year, and a net profit attributable to shareholders of 8.31 billion yuan, up 9.07% year-on-year [3] - In Q3 2025, the company achieved a single-quarter main business revenue of 78.40 billion yuan, a year-on-year increase of 8.21%, but the net profit attributable to shareholders decreased by 8.53% to 2.57 billion yuan [3] Market Position - SF Holding has a total market value of 201.73 billion yuan, ranking first in the logistics industry, with a net asset of 108.98 billion yuan, also ranking second [3] - The company has a price-to-earnings ratio (P/E) of 18.21, slightly above the industry average of 18.01, and a price-to-book ratio (P/B) of 2.05, which is lower than the industry average of 2.76 [3] Investment Sentiment - Over the past 90 days, 17 institutions have rated SF Holding, with 15 buy ratings and 2 hold ratings, indicating strong institutional confidence [4] - The average target price set by institutions for the stock is 53.19 yuan, suggesting a significant upside potential from the current price [4]

位于宁夏银川市贺兰县的顺丰分拣中心，工作人员正在分拣快递包裹。中新社记者 于晶 摄 11月6日， 11月6日，位于宁夏银川市贺兰县的顺丰分拣中心，工作人员正常巡检。当日，记者从银川市邮政管理 局获悉，为应对"双十一"物流高峰，各物流企业从运力、人力、场地、特色服务等多维度布局，尤其针 对宁夏牛羊肉、葡萄酒等，推出定制化物流解决方案，以时间换增量，助力本地特色经济产品高效流 通，保障消费市场供需畅通。中新社记者 于晶 摄 位于宁夏银川市贺兰县的顺丰分拣中心，工作人员正在分拣快递包裹。中新社记者 于晶 摄 11月6日， 位于宁夏银川市贺兰县的顺丰分拣中心，工作人员正在分拣快递包裹。中新社记者 于晶 摄 11月6日， 11月6日， 位于宁夏银川市贺兰县的顺丰分拣中心，工作人员正在分拣快递包裹。中新社记者 于晶 摄 11月6日， 宁夏银川市贺兰县的顺丰分拣中心的智能传送带根据收件地址、商品类型自动分流。中新社记者 于晶 摄 位于宁夏银川市贺兰县的顺丰分拣中心，工作人员正在分拣快递包裹。中新社记者 于晶 摄 11月6日， 11月6日， 位于宁夏银川市贺兰县的顺丰分拣中心，工作人员正在分拣快递包裹。中新社记者 于晶 摄 ...

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 第 2 頁 共 7 頁 v 1.3.0 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） 呈交日期： 2025年11月6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 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 A | | 於香港聯交所上市 | 否 | | | 證券代號 (如上市) | 002352 | 說明 | A股（於深圳交易所上市） | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | 庫存股份變動 | | ...

Core Viewpoint - SF Holding (06936) announced a share buyback plan, investing approximately RMB 170 million to repurchase 4.2539 million A-shares at a price range of RMB 39.57 to 40 per share [1] Group 1 - The company plans to execute the buyback on November 6, 2025 [1] - The total investment for the buyback is around RMB 170 million [1] - The number of shares to be repurchased is 4.2539 million [1]

Group 1 - The company SF Holding (002352)(06936) announced a share repurchase plan on November 6, 2025, involving an expenditure of approximately RMB 170 million to buy back 4.2539 million A-shares [1] - The repurchase price per share is set between RMB 39.57 and RMB 40 [1]