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顺丰“价值深耕”进行时,数智化提效与国际认可协同,长期增长逻辑夯实
Quan Jing Wang· 2025-10-17 11:46
Core Insights - SF Holding reported a revenue of 27.007 billion yuan in September, marking an 8.78% year-on-year increase, with express logistics revenue reaching 20.854 billion yuan, up 14.21%, and a business volume of 1.504 billion parcels, a 31.81% increase year-on-year, indicating a solid operational foundation and alignment with industry recovery trends [1] Business Innovation and Digitalization - Since September, SF Holding has expanded its logistics service scenarios, launching a "luggage-free" service in collaboration with Wuxi Airport and Suzhou Tourism Bureau, offering free round-trip delivery for the first piece of luggage under 20 kg, with delivery times as fast as 1-2 hours [2] - The company opened its first service center in an indoor ski resort in Shenzhen, focusing on customized logistics solutions for snow sports enthusiasts, including equipment storage and transportation, enhancing user experience and filling a niche in specialized logistics services [2] - SF Holding's self-developed "SF Super Brain" platform integrates big data and AI algorithms for optimal logistics operations, showcasing the company's digitalization capabilities and strategic shift from internal efficiency to external industry empowerment [3] Global Supply Chain Expansion - SF Holding has strengthened its global supply chain with the opening of the "Ezhou=Chicago" route, enhancing logistics efficiency between China and the U.S. and achieving coverage of the top three U.S. cities, thereby solidifying its presence in the North American market [4] - The recent launch of a new warehouse in Singapore marks a significant transition from cross-border transport to local operations in Southeast Asia, facilitating seamless connections between maritime and air transport resources [5] - SF Holding's ESG rating was upgraded from "BBB" to "A" by MSCI, making it the first logistics company in China to achieve this rating, reflecting its commitment to sustainable development and boosting international market confidence [6]
顺丰控股:9月速运物流业务、供应链及国际业务合计收入同比增长8.78%
Core Viewpoint - SF Holding (002352) announced that its revenue from express logistics, supply chain, and international business for September 2025 is projected to be 27.007 billion yuan, representing a year-on-year growth of 8.78% [1] Group 1 - The total revenue for the express logistics, supply chain, and international business segments is expected to reach 27.007 billion yuan by September 2025 [1] - The year-on-year growth rate of 8.78% indicates a positive trend in the company's revenue performance [1]
顺丰控股9月速运物流业务营收208.54亿元 同比增长14.21%
Zhi Tong Cai Jing· 2025-10-17 11:28
Core Viewpoint - SF Holding (002352.SZ) reported a total revenue of RMB 27.007 billion for its express logistics, supply chain, and international business in September 2025, representing a year-on-year growth of 8.78% [1] Group 1: Revenue Breakdown - The express logistics business generated revenue of RMB 20.854 billion, showing a year-on-year increase of 14.21% [1] - The total business volume for express logistics reached 1.504 billion parcels, reflecting a year-on-year growth of 31.81% [1] Group 2: Growth Drivers - The growth in express logistics revenue and business volume is attributed to the company's continuous enhancement of standard products and comprehensive logistics service capabilities [1] - The company has effectively deepened its engagement in various logistics scenarios related to production and daily life, meeting diverse customer logistics needs [1] - The gradual optimization of market strategies has contributed to the promotion of high-quality business growth [1]
顺丰控股(002352.SZ)9月速运物流业务营收208.54亿元 同比增长14.21%
智通财经网· 2025-10-17 11:27
Core Viewpoint - SF Holding (002352.SZ) reported a total revenue of RMB 27.007 billion for its express logistics, supply chain, and international business in September 2025, representing a year-on-year growth of 8.78% [1] Revenue Breakdown - The express logistics business generated revenue of RMB 20.854 billion, showing a year-on-year increase of 14.21% [1] - The business volume reached 1.504 billion parcels, which is a year-on-year growth of 31.81% [1] Growth Drivers - The growth in express logistics revenue and business volume is attributed to the company's continuous enhancement of standard products and comprehensive logistics service capabilities [1] - The company has been focusing on various logistics scenarios in production and daily life, effectively meeting diverse customer logistics needs [1] - Additionally, the company is gradually optimizing its market strategy to promote high-quality business growth [1]
顺丰控股(06936)获控股股东明德控股质押4200万股公司A股股份
智通财经网· 2025-10-17 11:12
Core Viewpoint - SF Holding (06936) announced that its controlling shareholder, Shenzhen Mingde Holding Development Co., Ltd., pledged 42 million shares of the company's A-shares, representing approximately 0.83% of the total issued share capital, as collateral for a commercial loan on October 16, 2025 [1] Group 1 - The pledge was made to three banks: Industrial and Commercial Bank of China Shenzhen Xinian Branch, China Postal Savings Bank Qianhai Branch, and CITIC Bank Shenzhen Branch, collectively referred to as "pledgees" [1] - The shares pledged serve as a guarantee for a sincere commercial loan [1]
顺丰控股(002352) - 2025年9月快递物流业务经营简报
2025-10-17 11:01
根据《深圳证券交易所上市公司自律监管指引第 3 号——行业信息披露》的 规定,顺丰控股股份有限公司(以下简称"公司")现披露 2025 年 9 月业务经 营简报情况如下: | 项目 | 2025 年 | 9 月 | 2024 年 | 9 月 | 同比变动 | | --- | --- | --- | --- | --- | --- | | 1、速运物流业务 | | | | | | | 营业收入(人民币亿元) | | 208.54 | | 182.60 | 14.21% | | 业务量(亿票) | | 15.04 | | 11.41 | 31.81% | | 单票收入(人民币元) | | 13.87 | | 16.00 | -13.31% | | 2、供应链及国际业务 | | | | | | | 营业收入(人民币亿元) | | 61.53 | | 65.67 | -6.30% | | 合计(人民币亿元) | | 270.07 | | 248.27 | 8.78% | 注: 1、速运物流业务:主要包括公司的时效快递、经济快递、快运、冷运及医药、同城即时配送业务板块。 2、供应链及国际业务:主要包括公司的国际快递、国 ...
顺丰控股(002352) - 关于控股股东部分A股股份质押的公告
2025-10-17 11:01
证券代码:002352 证券简称:顺丰控股 公告编号:2025-075 顺丰控股股份有限公司 关于控股股东部分 A 股股份质押的公告 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。 股东 名称 是否为控股 股东或第一 大股东及其 一致行动人 本次办理 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 是否为限 售股(如 是,注明限 售类型) 是否 为补 充质 押 质押起 始日 质押解 除日 质权人 质押 用途 明德 控股 注 1 是 18,000,000 0.73% 0.36% 否 否 2025 年 10 月 16 日 办理解 除质押 登记手 续之日 中国工商银 行股份有限 公司深圳喜 年支行 融资 14,000,000 0.57% 0.28% 否 否 2025 年 10 月 16 日 办理解 除质押 登记手 续之日 中国邮政储 蓄银行股份 有限公司前 海分行 融资 10,000,000 0.41% 0.20% 否 否 2025 年 10 月 16 日 办理解 除质押 登记手 续之日 中信银行股 份有限公司 深圳分行 融资 ...
顺丰控股(002352) - H股公告-董事会会议召开日期
2025-10-17 11:01
(股份代號:6936) 董事會會議召開日期 順豐控股股份有限公司(「本公司」,及其附屬公司統稱「本集團」)董事會(「董 事會」)謹此宣佈,本公司董事會會議將於2025年10月30日(星期四)舉行,藉 以(其中包括)考慮及批准本集團截至2025年9月30日止第三季度的未經審核綜 合業績及其發佈。 董事會命 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確 性或完整性亦不發表任何聲明,並明確表示概不就因本公告全部或任何部分內容所產生或因 依賴該等內容而引致的任何損失承擔任何責任。 S.F. Holding Co., Ltd. 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) 聯席公司秘書 甘玲 中國深圳,2025年10月17日 於本公告日期,本公司董事會成員包括董事長及執行董事王衞先生,執行董事何捷先生、王 欣女士及徐本松先生;及獨立非執行董事陳尚偉先生、李嘉士先生及丁益博士。 順豐控股股份有限公司 ...
顺丰控股:9月速运物流业务收入208.54亿元,同比增长14.21%
Xin Lang Cai Jing· 2025-10-17 10:50
顺丰控股公告,2025年9月速运物流业务收入为208.54亿元,同比增长14.21%;业务量为15.04亿票,同 比增长31.81%;单票收入为13.87元,同比下降13.31%。供应链及国际业务收入为61.53亿元,同比下降 6.30%。速运物流业务和供应链及国际业务合计收入为270.07亿元,同比增长8.78%。 ...
顺丰控股10月30日举行董事会会议考虑及批准第三季度业绩
Ge Long Hui· 2025-10-17 09:11
格隆汇10月17日丨顺丰控股(06936.HK)宣布,公司董事会会议将于2025年10月30日(星期四)举行,藉以 (其中包括)考虑及批准集团截至2025年9月30日止第三季度的未经审核综合业绩及其发布。 ...