顺丰控股股份有限公司（以下简称"公司"）于 2025 年 4 月 8 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 股股份解除质押，具体事项如下： 二、股东股份累计质押情况 证券代码：002352 证券简称：顺丰控股 公告编号：2025-021 顺丰控股股份有限公司 关于控股股东部分 A 股股份解除质押的公告 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。 1 股东名 称 是否为控股股东 或第一大股东及 其一致行动人 本次解除质押 A 股股份数量 （股） 占其所持 股份比例 占公司总 股本比例 注 2 质押起始日 质押解除日 质权人 明德控 股 注 1 是 70,000,000 2.63% 1.40% 2022 年 10 月 24 日 2025 年 4 月 7 日 东亚银行 （中国）有 限公司北京 分行 一、 股东股份解除质押的基本情况 注 1：明德控股合计持有公司 A 股股份 2,661,927,139 股，占公司总股本比例为 53.37%：其中直接持股 2,561,927,139 股，通过全资子公司 ...

Domestic Financial Market - The Ministry of Foreign Affairs emphasizes China's commitment to true multilateralism and the protection of the multilateral trading system centered around the WTO [4] - The Ministry of Commerce held a roundtable meeting with representatives from over 20 US-funded enterprises [4] - The Ministry of Industry and Information Technology hosted a seminar on AI terminal benchmarks and intelligent classification [4] Industry Updates - As of the end of March, China's gold reserves reached 73.7 million ounces, with the central bank expanding its reserves for five consecutive months, impacting related stocks such as Zijin Mining and Chifeng Jilong Gold [5] - The first cross-provincial and cross-border freight station in the country has been officially launched, reducing costs by approximately 30%, affecting stocks like Baoshai Technology and SF Holding [5] - Display panel manufacturers maintained a capacity utilization rate above 80% in Q1 2025, influencing stocks such as BOE Technology Group and TCL Technology [5] Company Focus - Lianhua Holdings reported a significant increase in product sales and revenue in Q1 2025, with net profit expected to grow by 103% to 144% year-on-year [6] - Beijing-Shanghai High-Speed Railway signed a strategic cooperation framework agreement with the China Railway Economic Planning Research Institute [6] - Huaneng Hydropower achieved a power generation of 21.292 billion kWh in Q1 2025, a year-on-year increase of 31.22%, with grid-connected power reaching 21.104 billion kWh, up 31.42% year-on-year [6] - Heng Rui Medicine licensed its self-developed SHR7280 project to Merck KGaA, which will pay an upfront fee of €15 million [6] Market Review and Outlook - On April 7, the Shanghai and Shenzhen markets opened significantly lower due to US tariff policies and declines in external markets, with the Shanghai Composite Index closing down 7.34% at 3096 points and the ChiNext Index dropping 12.5%, marking its largest single-day decline [7] - The market faced accelerated declines due to sudden trade conflicts, but technical analysis suggests that the market may rebound after filling previous gaps [8] - The A-share market remains in a low valuation zone, with the manufacturing PMI returning above the growth line, and expectations for more favorable policies to be introduced [8]

而亿纬锂能透露，双方将联合研发适配物流场景的高倍率动力电池，加速推进"最后一公里"配送全面电 动化；还将在低空经济领域探索无人机、电动飞艇专用电池等商业化应用；通过智慧园区物流系统实现 生产物流全链路可视化与物流调度效率提升。另外，双方还将携手打造光储充一体化零碳产业园标杆项 目，为行业提供可复制的绿色转型方案。 【深圳商报讯】（记者肖晗）近日，深圳顺丰泰森控股（集团）有限公司（以下简称"顺丰"）与惠州亿 纬锂能股份有限公司（以下简称"亿纬锂能"）正式签署战略合作协议。双方将围绕全球化供应链、绿色 低碳转型、智慧物流升级及新兴场景开发四大领域展开深度合作，共同推动新能源技术与现代物流体系 的创新融合。 据顺丰方面透露，双方合作将聚焦产业链电动化升级与全球化出海护航。亿纬锂能未来为顺丰打造干线 重卡、城配车辆、物流无人机、物流无人车运输场景高能电池，协同推动锂电上游原材料新能源运输， 构建从矿产到回收的零碳闭环。顺丰依托全球智慧物流网络（鄂州枢纽+跨境多式联运），为亿纬锂能 提供国际原料采购、海外仓配及电池绿色回收的标杆级解决方案，以高效合规物流助力中国锂电头部企 业布局全球化。 （文章来源：深圳商报） 顺丰集 ...

证券代码：002352 证券简称：顺丰控股 公告编号：2025-020 顺丰控股股份有限公司 关于回购公司 A 股股份的进展公告 截至 2025 年 4 月 7 日，公司以集中竞价方式累计回购公司 A 股股份 23,270,358 股，回购总金额约为人民币 858,983,465.88 元（不含交易费用），回 购股数占公司目前总股本 0.47%，平均成交价为人民币 36.91 元/股（最高成交价 为人民币 41.20 元/股，最低成交价为人民币 33.79 元/股）。本次回购符合相关法 律法规的要求，符合既定的回购方案。 二、其他说明 公司回购股份的时间、回购股份数量及集中竞价交易的委托时段符合《深圳 1 证券交易所上市公司自律监管指引第 9 号——回购股份》第十七条、十八条的相 关规定。 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。 一、回购进展 继 2024 年 4 月 26 日完成 2024 年内第 1 期人民币 10 亿元的回购方案后， 基于对未来发展前景的信心和对自身价值的高度认同，顺丰控股股份有限公司 （以下简称"公司"）于 2024 年 4 月 ...

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4月7日 | 2. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 | 是 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 06936 | 說明 | | H股（於香港聯交所上市） | | | | | | | 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（不包括庫存股份）數 目 | 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 (註3) | | 庫存股份數目 | 每股發行/出售價 (註4) | 已發行股份總數 | | | 於下列日期開始時的結存(註1) | 2025年3 ...

以下文章来源于有数DataVision ，作者严张攀 有数DataVision . 数据表象与商业真相 2024年，极兔中国区平均客单价下滑了大约7%，但依靠对成本更加有效的管理措施，不仅公司扭亏为 盈，单票息税前利润也终于转正，来到了 0.007 美元。 作为中国快递史上的最强黑马，极兔的冲突性来自两点。 一是极兔在通达系厮杀最激烈的时期进入中国市场，但反而在高烈度的价格战中收获了最大的战果。 二是极兔在中国扭亏为盈，反而凸显了快递公司在中国面临的残酷竞争。 2024年，极兔中国区的送件量比东南亚地区多出了足足152亿件，但东南亚市场的经调整息税前利润， 比国内高出一倍有余。 如果新能源车企业觉得自己在内卷，那么他可以看看快递。 增长的诅咒 快递创造了中国商业世界的两伊战争，两者的区别是两伊战争只打了八年。 一般来说，国内快递可以简单划分为两大类。 时效件 由顺丰和EMS主宰，上游是订单分散的个人和企业。由于建机场买飞机都需要行政审批，顺丰有 非常深的护城河。 电商件 则是通达系的天下，赚钱全靠低价走量。 两者最明显的差别是盈利能力。2024年，极兔在国内的送件量比顺丰多近50%。但在统一口径的 EBITI ...

"针对快递小哥、外卖骑士他们休息难、停车难、吃饭难等痛点，提供力所能及的关爱与服务。"松子岭 加能站站长吴宝香谈到。为关爱新就业劳动群体，广东石油联合地方工会在全省建成了745座"爱心驿 站"，为环卫工人、卡车司机、快递小哥等劳动者提供"7+X"免费服务，包括餐食存放、加热、热水、 书报、充电、药箱等多项服务。 除了暖心关爱外，广东石油为顺丰速运物流配送车队开通"单位电子加油卡"，可为1.3万名快递员提供 加油充电服务，不仅简化了加油、支付的流程提供绿色通道便捷加油，精准匹配配送时段预约加油等特 色服务，而定点的"特约驿站"还可以为早班快递员提供加热餐食服务，风雨台风时期开放临时避险区， 单站应急物资储备可满足30人使用。 顺丰速运有限公司粤东区副总经理郇庆印算了一笔暖心账："使用单位电子加油卡能更快加油，按每天 为车辆补能节省1小时计算，全年可增加有效配送时长超百万小时。更重要的是，当暴雨预警时，我们 的快递员知道哪里有爱心驿站，可以安心避雨；当电动车突遇故障时，最近的驿站就是最可靠的'救援 站'"。 "'易路'既取'一路顺风'的吉祥寓意，又承载着让道路更畅通、服务更便捷的承诺。"广东石油零售中心 负责人徐 ...

Core Viewpoint - The article discusses the latest developments and trends in the new energy commercial vehicle sector, highlighting market penetration rates, sales data, and significant policy initiatives aimed at promoting electric vehicles and infrastructure development. Industry Data - In February, the sales of new energy medium and heavy trucks significantly increased, reaching 19.4% of total new energy commercial vehicle sales, while the penetration rate for medium and heavy trucks rose to 17.52% and light buses to 56.58% [7]. - The 2025 plan for Guangdong Province includes the construction of 1,306 non-highway public charging stations and 66,045 public charging piles, along with 274 supercharging stations and 492 supercharging terminals [6][12]. Policy and Regulations - The National Development and Reform Commission announced the first batch of vehicle-grid interaction pilot projects to support the integration of new energy vehicles with the power grid [13][14]. - The Haikou Municipal Bureau of Commerce issued guidelines for a vehicle replacement subsidy program, allocating a total of 23 million yuan for the first quarter of 2025 [10]. Company Developments - Remote New Energy Commercial Vehicles successfully delivered 150 units of the Remote Star Intelligent H light truck to SF Express, marking a significant step in their green logistics partnership [15]. - Jiangling Motors delivered 111 units of the Jiangling Avenue EV to Eastern Airlines, aiming to reduce carbon emissions by approximately 1,200 tons annually [16]. - The launch of the 2025 Remote Super VAN aims to set a new benchmark in commercial vehicle value through technological innovation [18]. Sales and Market Trends - The article notes a significant increase in the sales of new energy vehicles, with a 126.5% rise in net profit and a 28% increase in sales for Yutong Bus in 2024 [22]. - The article highlights the strategic cooperation between XCMG Group and China Merchants Group to enhance collaboration in various sectors, including logistics and technology [19].

Investment Rating - The report recommends "Buy" for SF Holding and Xingtong Co., Ltd. due to their strong performance and market positioning [1][2]. Core Insights - The express delivery sector shows significant growth with a year-on-year increase of 19.6% in collection volume and 21.3% in delivery volume [1]. - The shipping industry faces challenges due to increased tariffs from the U.S., which may impact freight rates and demand in the long term [4]. - The aviation sector benefits from a drop in Brent crude oil prices, which enhances airline profitability, alongside a notable increase in passenger volume during the Qingming holiday [3]. Summary by Sections Express Delivery - The total collection volume for postal express reached approximately 3.824 billion pieces, with a month-on-month increase of 3.86% and a year-on-year increase of 19.6% [1]. - SF Holding reported a revenue of 284.4 billion yuan for 2024, a 10% increase year-on-year, with a net profit of 10.2 billion yuan, up 23.5% [1]. - The report recommends SF Holding based on valuation, operational resilience, and shareholder returns [1]. Logistics - The domestic shipping price for liquid chemicals decreased by 8.5% year-on-year, while the China Chemical Products Price Index (CCPI) fell by 7.8% [2]. - Xingtong Co., Ltd. is recommended due to its strong market position and benefits from the recovery in consumer electronics demand [2]. Aviation - The average daily flight volume increased by 4.53% year-on-year, with domestic flights up by 2.21% and international flights up by 20.71% [3]. - The passenger volume on April 4, 2025, was 1.789 million, an increase of 8.6% compared to the same day in 2024 [3]. - The report recommends China National Aviation and Southern Airlines due to expected profit growth from optimized supply and demand dynamics [3]. Shipping - The external trade container freight index (CCFI) was 1102.71 points, down 0.8% month-on-month and 7.4% year-on-year [4]. - The report highlights the potential long-term impact of U.S. tariffs on inflation and demand, leading to a downward adjustment in freight rates [4]. Road and Rail - The total truck traffic on national highways reached 54.681 million vehicles, with a month-on-month increase of 0.09% and a year-on-year increase of 1.62% [5]. - The report notes that the dividend yield of major road operators exceeds the yield of China's ten-year government bonds, indicating good investment value [5].

当日关注点 截至2025年4月3日收盘，顺丰控股(002352)报收于43.42元，上涨0.23%，换手率0.37%，成交量17.76万 手，成交额7.68亿元。 交易信息汇总 当日主力资金净流入1845.46万元，占总成交额2.4%；游资资金净流出5166.23万元，占总成交额 6.73%；散户资金净流入3320.77万元，占总成交额4.33%。 公司公告汇总H股公告-截至2025年3月31日止月份之股份发行人的证券变动月报表 交易信息汇总: 当日主力资金净流入1845.46万元，占总成交额2.4%。 公司公告汇总: 顺丰控股因行使2022年股票期权激励计划，新增A股617,506股，所得资金总额为人 民币24,823,124元。 公司公告汇总: 截至2025年3月31日，顺丰控股累计回购A股股份20,771,358股，回购总金额约为人 民币758,008,350.88元。 证券代码：002352 证券简称：顺丰控股 公告编号：2025-019顺丰控股股份有限公司关于回购公司A股 股份的进展公告。公司于2024年4月29日召开第六届董事会第十三次会议审议通过了《关于2024年第2期 回购股份方案的议案》，回 ...