转自：智通财经 【申通快递：8月快递服务业务收入同比增长14.47%】智通财经9月18日电，申通快递(002468.SZ)公告 称，2025年8月公司快递服务业务收入为44.34亿元，同比增长14.47%；完成业务量为21.47亿票，同比 增长10.92%；单票收入为2.06元，同比增长3.00%。 ...

智通财经APP讯，申通快递(002468.SZ)披露2025年8月经营简报，公司2025年8月快递服务业务收入 44.34亿元，同比增长14.47%;完成业务量21.47亿票，同比增长10.92%;快递服务单票收入2.06元，同比增 长3.00%。 ...

申通快递（002468）(002468.SZ)披露2025年8月经营简报，公司2025年8月快递服务业务收入44.34亿 元，同比增长14.47%;完成业务量21.47亿票，同比增长10.92%;快递服务单票收入2.06元，同比增长 3.00%。 ...

申通快递晚间公告，2025年8月快递服务业务收入44.34亿元，同比增长14.47%；完成业务量21.47亿 票，同比增长10.92%。 ...

申通快递股份有限公司 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。 证券代码：002468 证券简称：申通快递 公告编号：2025-072 2025 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2025年8月份相关数据信息如下： | 项 | 目 | 2025年8月 | 同比增长 | | --- | --- | --- | --- | | 快递服务业务收入（亿元） | | 44.34 | 14.47% | | 完成业务量（亿票） | | 21.47 | 10.92% | | 快递服务单票收入（元） | | 2.06 | 3.00% | 申通快递股份有限公司董事会 2025年9月19日 ...

Core Viewpoint - The company held its second extraordinary general meeting of shareholders in 2025, where several proposals were approved without any objections or modifications [3][11]. Group 1: Meeting Details - The meeting was convened by the company's board of directors and took place on September 15, 2025, at 15:00 in Shanghai [5][8]. - A total of 250 shareholders and representatives attended the meeting, representing 976,510,668 shares, which is 63.7908% of the total voting shares [10][26]. - The voting method combined both on-site and online voting, with specific time slots designated for each [4][6]. Group 2: Voting Results - The first proposal regarding the adjustment of expected daily related transactions for 2025 was approved with 426,874,091 votes in favor, accounting for 99.7654% of the votes cast [12][31]. - The second proposal concerning daily related transactions with other shareholders was approved with 592,807,818 votes in favor, representing 99.8312% [13][33]. - The proposal for a subsidiary to apply for a project loan and provide guarantees was approved with 975,450,860 votes in favor, which is 99.8915% [14][35]. - The proposal for external guarantees was approved with 592,748,118 votes in favor, representing 99.8212% [16][36]. - The proposal for joint investment with professional institutions was approved with 592,774,118 votes in favor, accounting for 99.8255% [15][37]. Group 3: Legal Opinion - The legal opinion provided by Beijing King & Wood Mallesons confirmed that the meeting's convening and voting procedures complied with relevant laws and regulations [17][38]. - The qualifications of the attendees and the convenor were deemed valid and in accordance with legal requirements [26][28].

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 2025 年第二次临时股东大会 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《上市公司股东会规则（2025 年修订）》（以下简称《股东会规则》）等中 华人民共和国境内（以下简称中国境内，为本法律意见书之目的，不包括中国 香港特别行政区、中国澳门特别行政区和中国台湾省）现行有效的法律、行政 法规、规章和规范性文件和现行有效的《申通快递股份有限公司章程》（以下简 称《公司章程》）有关规定，指派律师出席了公司于 2025 年 9 月 15 日召开的 2025 年第二次临时股东大会（以下简称本次股东大会），并就本次股东大会相 关事项出具本法律意见书。 为出具本法律意见书，本所律师审查了公司提供的以下文件，包括但不限 于： 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 2025 年 8 月 29 日刊登于深圳证券交易 ...

证券代码：002468 证券简称：申通快递 公告编号：2025-071 申通快递股份有限公司 2025 年第二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 2025 年 9 月 15 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 2025 年第二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 （一）会议召集人：公司董事会 （二）会议时间 1、现场会议时间：2025 年 9 月 15 日（周一）15 时。 2、网络投票时间：2025 年 9 月 15 日。其中： （1）通过深圳证券交易所交易系统进行网络投票的具体时间为2025年9月15日9:15—9:25， 9:30—11:30 和 13:00—15:00； （2）通过深圳证券交易所互联网投票的具体时间为 2025 年 9 月 15 日 9:15-1 ...

Investment Rating - The report maintains a "Positive" investment rating for the transportation industry [11]. Core Insights - VLCC freight rates have reached a new high since March 2023, driven by limited supply and OPEC's production increase, indicating a tight oil tanker supply-demand situation [6][20]. - The express delivery sector is experiencing a nationwide price increase trend, with a significant recovery in profitability expected in Q4 2025 [7][39]. Summary by Sections Oil Tankers - VLCC freight rates have surged, with a notable increase of 39.3% to 78k USD/day, reflecting a tight supply situation due to limited new ship deliveries and stringent sanctions [9][20]. - The correlation between VLCC freight rates and annual profits of Zhongyuan Shipping indicates potential for price recovery in the sector [6][36]. - OPEC's production policy shift has led to increased exports, further supporting oil transportation demand [28][32]. Express Delivery - The regulatory stance against "involution" in the express delivery sector has strengthened, leading to a nationwide price increase that began as regional trials [51][52]. - The average price across the country has risen by 0.23 RMB since July, with potential net profit increases for major companies like Zhongtong and Yunda expected in Q4 2025 [7][53]. - The report highlights a significant recovery in profitability for major express delivery companies, with projected net profit increases of 7.8 billion RMB for Zhongtong and 5.3 billion RMB for Yunda by Q4 2025 [7][56]. Passenger Transport - Domestic passenger transport volume has shown improvement, with a 8% year-on-year increase in domestic passenger volume and a 14% increase in international passenger volume [61]. - The average domestic passenger load factor has improved by 3.2 percentage points, while international load factors have increased by 4.0 percentage points [67]. - Despite a slight decline in ticket prices, the overall market is expected to see marginal improvements in revenue as demand continues to recover [67][75].

Group 1 - The core viewpoint of the article highlights the enforcement actions taken by the Suzhou Postal Administration in collaboration with local police and traffic enforcement to maintain order in the express delivery market and ensure stable operations within the industry [1][3] - On September 10, a joint action team was formed to address illegal cross-regional collection of express parcels by an out-of-town delivery company in Suzhou [1][3] - The operation led to the successful seizure of a batch of parcels bearing Shentong Express labels, which were collected by a Shanghai-based outlet operating outside its designated area, prompting an investigation and legal action by the Suzhou authorities [3] Group 2 - The Suzhou Postal Administration emphasized the need for enhanced inter-departmental collaboration to combat illegal cross-regional collection practices and to ensure the safety and stability of the delivery channels [3]