上述快递服务单票收入计算如有差异为四舍五入原因所致。上述数据未经审计，与定期报告 披露的数据之间可能存在差异，请以公司定期报告为准。 申通快递股份有限公司 2024 年 9 月经营简报 本公司及董事会全体成员保证公告内容的真实、准确和完整，不存在虚假记载、误导性 陈述或者重大遗漏。 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》的有关规定，公司现 披露2024年9月份相关数据信息如下： | 项 目 | 2024年9月 | 同比增长 | | --- | --- | --- | | 快递服务业务收入（亿元） | 40.33 | 16.91% | | 完成业务量（亿票） | 19.98 | 21.93% | | 快递服务单票收入（元） | 2.02 | -4.27% | 证券代码：002468 证券简称：申通快递 公告编号：2024-054 特此公告。 申通快递股份有限公司董事会 2024年10月19日 ...

证券代码：002468 证券简称：申通快递 公告编号：2024-053 申通快递股份有限公司 申通快递股份有限公司（以下简称"公司"）分别于 2024 年 4 月 24 日、2024 年 5 月 20 日 召开第六届董事会第三次会议、2023 年度股东大会，审议通过了《关于境外子公司转让其参股公 司股权、放弃优先购买权暨关联交易的议案》，同意公司间接持有 100%股权的境外子公司 STO Express Investment Holding Pte. Ltd.（以下简称"新加坡申通"）将其持有的 Cainiao Smart Logistics Network Limited（以下简称"菜鸟"）114,094,165 股普通股股份（持股比例 0.74%）以每股 0.62 美元的价格转让给 Ali CN Investment Holding Limited（以下简称"Ali CN"），转让价格为 70,738,382.30 美元，并与 Ali CN 签署 SHARE PURCHASE AGREEMENT（股份购买协议）（以 下简称"《股份购买协议》"）和 Election Form（选择表格），同时放弃享有的优先 ...

Investment Rating - The report maintains a "Buy" rating for the company [6][4]. Core Views - The company is expected to achieve a net profit attributable to shareholders of 1.79-2.27 billion yuan in Q3 2024, representing a significant year-on-year increase [3][4]. - The company has shown strong growth momentum, leading the express delivery industry with a volume growth rate of 31.3% year-on-year, despite intensified price competition during the off-peak season [3][4]. - The company is entering a period of management reform benefits, enhancing the positive cycle of "scale - cost - profitability," with profitability elasticity accelerating [4][3]. Summary by Sections Financial Performance - For the first three quarters of 2024, the company anticipates a net profit of 6.16-6.64 billion yuan, a year-on-year increase of 178.7%-200.4% [3]. - The estimated net profit for Q3 2024 is projected to be 1.79-2.27 billion yuan, with a year-on-year growth of 6429.63%-8180.59% [3][4]. - The estimated single-ticket profit for Q3 is between 0.03 and 0.04 yuan, showing a slight decrease from the previous quarter but an increase compared to the same period last year [3][4]. Market Dynamics - The overall industry volume increased by 20.8% year-on-year in July and August, while the company's volume growth outpaced this at 31.3% [3][4]. - The average industry price decreased by 6.1% year-on-year, with the company's average price down by 5.8% [3][4]. Strategic Initiatives - The company has implemented significant management reforms since 2021, focusing on core express delivery operations and enhancing operational efficiency [4]. - The company aims to build a delivery network capable of handling 100 million packages daily over the next three years, emphasizing service quality and operational efficiency [4]. Future Projections - The company forecasts net profits of 10.0 billion, 14.3 billion, and 16.4 billion yuan for 2024, 2025, and 2026, respectively, with corresponding price-to-earnings ratios of 17.6, 12.4, and 10.8 [4].

Investment Rating - The report maintains a "Buy" rating for the company, indicating a positive outlook for its stock performance relative to the market [5]. Core Insights - The company is expected to achieve a net profit attributable to shareholders of 616-664 million yuan for the first three quarters of 2024, representing a year-on-year growth of 178.68%-200.40% [4]. - The third quarter of 2024 is projected to see a net profit of 179-227 million yuan, reflecting a staggering year-on-year growth of 6430%-8181%, indicating strong operational performance [4]. - The company has shown resilience during the traditionally weak months of July and August, with a business volume of 3.885 billion parcels, a year-on-year increase of 31.25% [4]. - The report highlights that the company has improved its operational quality and is well-positioned for the peak season, with potential for further price increases [4]. Financial Summary - The company’s total revenue for 2023 is projected at 40,924 million yuan, with a year-on-year growth rate of 21.5% [6]. - The net profit for 2024 is estimated to be 1,006 million yuan, reflecting a significant year-on-year growth of 195.3% [6]. - The earnings per share (EPS) for 2024 is expected to be 0.66 yuan, with a projected increase to 1.10 yuan by 2026 [6]. - The report anticipates a gross margin of 5.2% for 2024, improving to 6.7% by 2026 [6].

Financial Performance - The estimated net profit attributable to shareholders for the first three quarters of 2024 is projected to be between CNY 616 million and CNY 664 million, representing a year-on-year increase of 178.68% to 200.40% compared to CNY 221.04 million in the same period last year [2]. - The estimated net profit attributable to shareholders after deducting non-recurring gains and losses is expected to be between CNY 601 million and CNY 649 million, reflecting a year-on-year growth of 186.76% to 209.66% from CNY 209.59 million last year [2]. - For the third quarter of 2024, the estimated net profit attributable to shareholders is projected to be between CNY 179 million and CNY 227 million, showing a significant increase of 6,429.63% to 8,180.59% compared to CNY 2.74 million in the same quarter last year [3]. - The estimated basic earnings per share for the first three quarters of 2024 is expected to be between CNY 0.4096 and CNY 0.4415, compared to CNY 0.1466 per share in the same period last year [2]. - The performance forecast data is preliminary and has not been audited by the accounting firm [5]. - Investors are advised to be cautious as the performance forecast data is subject to change and will be detailed in the third-quarter report [7]. Business Growth - The company has experienced over 20% growth in express delivery volume due to increased online consumption demand and e-commerce promotional activities [6]. - The online retail sales of physical goods reached CNY 801.43 billion from January to August 2024, marking an 8.1% year-on-year increase and accounting for 25.6% of total retail sales [6]. - The company aims to balance business scale, service experience, and profit growth, leading to an increase in market share [6]. - The company emphasizes cost control and scale effects, contributing to significant profit growth in the first three quarters of 2024 [6].

Cost Management - The average cost per package decreased to 1.97 CNY, down by 0.28 CNY year-on-year, attributed to effective cost control and economies of scale from increased package volume [1] - The company added nearly 300 high-capacity vehicles in the first half of the year, improving the loading rate by approximately 5 percentage points compared to the end of the previous year [1] - The company has implemented various measures to enhance sorting efficiency, including the introduction of small-item sliding sorting machines and narrow-belt sorters [2] Capacity Expansion - The company has executed a three-year investment plan of 10 billion CNY to enhance capacity, addressing previous shortfalls [2] - Daily processing capacity is expected to increase to over 75 million packages by the end of 2024, with a projected capacity increase of around 25% this year [2] - The company plans to maintain capital expenditure levels similar to the previous year while adjusting capacity planning based on industry growth and package volume [2] Business Growth - In the first half of the year, the company handled 10.23 billion packages, representing a year-on-year growth of 32.5% [3] - The company aims to enhance service quality and brand loyalty through various initiatives, including optimizing delivery processes and improving operational efficiency [3] - The company has significantly increased its small package business through improved processes and partnerships with third-party platforms [3] Digital Transformation - The company has invested in digital transformation, establishing a comprehensive digital system to enhance operational efficiency [4] - New systems and tools have been developed, including a mobile management system and an intelligent visual platform for real-time monitoring and management [4] - The integration of automated systems and digital platforms has improved operational efficiency and reduced costs, strengthening the company's competitive edge [4]

证券代码：002468 证券简称：申通快递 公告编号：2024-051 申通快递股份有限公司 关于参加物流行业上市公司2024年度集中路演活动的公告 1、活动主题：物流加速新赛道 2、活动时间：2024年9月26日（星期四）15:00-17:00 3、召开方式：深交所上市大厅集中路演、图文互动 4、参会人员：董事会秘书郭林先生 二、投资者参与方式 1、本次路演活动将通过深圳证券交易所提供的"互动易"平台举行，投资者可于2024年9月 26日15:00-17:00登录互动易网站（http://irm.cninfo.com.cn）进入"云访谈"栏目，在线参与 本次路演活动，也可扫描下方二维码参与互动交流。 本公司及董事会全体成员保证公告内容的真实、准确和完整，不存在虚假记载、误导性 陈述或者重大遗漏。 为进一步展现公司经营发展情况，加强与广大投资者的互动交流，促进提升公司质量和投资 价值，申通快递股份有限公司（以下简称"公司"）将参加在深圳证券交易所上市大厅举办的物 流行业上市公司2024年度集中路演活动，现将相关事项公告如下： 2、为广泛听取投资者的意见建议、提升交流的针对性，公司现就本次集中路演活动提前向投 ...

1. 经公司 2023 年第四次临时股东大会审议通过的《公司章程》； 2. 公司于 2024 年 8 月 31 日刊登于深圳证券交易所（以下简称深交所）网 站的《申通快递股份有限公司第六届董事会第四次会议决议公告》《申通 快递股份有限公司第六届监事会第三次会议决议公告》； 3. 公司于 2024 年 8 月 31 日刊登于深交所网站的《申通快递股份有限公司 关于召开 2024 年第一次临时股东大会的通知》（以下简称《股东大会通 知》）； 4. 公司本次股东大会股权登记日的股东名册； 5. 出席现场会议（包括通过通讯/视频方式接入股东大会会议现场，下同） 的股东的到会登记记录及凭证资料； 北京市金杜律师事务所上海分所 关于申通快递股份有限公司 2024 年第一次临时股东大会 之法律意见书 致：申通快递股份有限公司 北京市金杜律师事务所上海分所（以下简称本所）接受申通快递股份有限公 司（以下简称公司）委托，根据《中华人民共和国证券法》（以下简称《证券法》）、 《中华人民共和国公司法》（以下简称《公司法》）、中国证券监督管理委员会《上 市公司股东大会规则（2022 年修订）》（以下简称《股东大会规则》）等中华人民 ...

证券代码：002468 证券简称：申通快递 公告编号：2024-050 申通快递股份有限公司 2024 年第一次临时股东大会决议公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，不存在虚假记载、误导性 陈述或者重大遗漏。 特别提示 1、申通快递股份有限公司（以下简称"公司"）于 2024 年 8 月 31 日在《中国证券报》《证 券时报》《证券日报》《上海证券报》和巨潮资讯网（www.cninfo.com.cn）上刊载了《关于召开 2024 年第一次临时股东大会的通知》。 2、本次股东大会无否决或者修改提案的情况。 3、本次股东大会采取现场投票与网络投票相结合的方式。 一、会议召开和出席情况 （2）通过深圳证券交易所互联网投票的具体时间为 2024 年 9 月 19 日 9:15-15:00 期间的任 意时间。 （三）会议主持人：王文彬先生。 （四）现场会议召开地点：上海市青浦区重达路 58 号 6 楼会议室。 （五）会议召开方式：现场投票与网络投票相结合的方式。 （六）本次会议的召集、召开和表决程序符合《公司法》《上市公司股东大会规则》等法律、 法规及其他规范性文件的规定。 （七）会议出席情况 1 ...

证券代码：002468 证券简称：申通快递 公告编号：2024-049 申通快递股份有限公司 2024 年 8 月经营简报 本公司及董事会全体成员保证公告内容的真实、准确和完整，不存在虚假记载、误导性 陈述或者重大遗漏。 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》的有关规定，公司现 披露2024年8月份相关数据信息如下： | 项 目 | 2024年8月 | 同比增长 | | --- | --- | --- | | 快递服务业务收入（亿元） | 38.73 | 21.50% | | 完成业务量（亿票） | 19.36 | 27.26% | | 快递服务单票收入（元） | 2.00 | -4.76% | 上述快递服务单票收入计算如有差异为四舍五入原因所致。上述数据未经审计，与定期报告 披露的数据之间可能存在差异，请以公司定期报告为准。 特此公告。 申通快递股份有限公司董事会 2024年9月20日 ...