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ZTO Express (Cayman) Inc. 2025 Q3 - Results - Earnings Call Presentation (NYSE:ZTO) 2025-11-19
Seeking Alpha· 2025-11-20 01:02
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中通快递-W公布2025年第三季度业绩:包裹量95.7亿件,调整后净利润25.1亿元,散件增长近50%
Zhi Tong Cai Jing· 2025-11-20 00:47
中通创始人、董事长兼首席执行官赖梅松表示:"坚持以质量为先、扩大市场占有率并维持健康的盈利 水平,是中通长期坚定不移的战略。本季度,我们完成业务量96亿件,同比增长9.8%;实现调整后净 利润25.1亿元,同比增长5%。散件业务量增长势头依然强劲,同比增幅近50%,持续为利润带来积极贡 献。" 11月20日,中通快递-W(02057)公布其2025年第三季度未经审计的财务业绩。财报显示,三季度公司包 裹量95.7亿件,同比增长9.8%,同时也保持了优质的服务及客户满意度。调整后净利润增长5.0%至人民 币25.1亿元,营收118.6亿元,同比增长11.1%,经营活动产生的现金流为人民币32.1亿元。 颜惠萍补充道:"基于对第四季度行业趋势的预判,我们将全年业务量指引调整至382亿至387亿件区 间,对应同比增速为12.3%至13.8%。业务量对我们至关重要,而网络稳定性是公司未来可持续发展的 基石。随着宏观环境持续演变及行业竞争格局向更健康发展,我们对执行整体企业战略、应对当前挑 战、最终成为全球领先物流服务商的能力始终保持信心。" 从经营数据来看,截至2025年9月30日,中通拥有95个分拣中心,超3100 ...
中通快递-W(02057)公布2025年第三季度业绩:包裹量95.7亿件,调整后净利润25.1亿元,散件增长近50%
智通财经网· 2025-11-20 00:45
赖梅松补充道:"三季度,政府倡导反内卷不仅有效促进了社会稳定,也推动行业从单纯追求高数量转 向高质量发展。作为行业领导者,中通被要求以更高标准自我鞭策,我们重申将继续强化自身能力,着 力解决实质性问题。竞争是绝大多数行业必然经历的过程,唯有真实力才能行稳致远。尽管宏观环境复 杂且不确定性犹存,我们相信中通将持续夯实服务质量、业务规模和盈利能力,推动长期健康可持续增 长。" 中通首席财务官颜惠萍表示:"中通核心快递单票收入提升0.02元。其中增量补贴增加0.14元、单票重量 下降影响0.02元,而KA客户单价提升0.18元则抵销了前述影响。单票分拣与运输成本合计下降0.05元, 主要得益于运输成本的效益提升。管理费用结构保持稳定,占收入比重为5.3%;经营性现金流增长 3.2%,达到32亿元;本季度资本支出为12亿元。" 智通财经APP获悉,11月20日,中通快递-W(02057)公布其2025年第三季度未经审计的财务业绩。财报 显示,三季度公司包裹量95.7亿件,同比增长9.8%,同时也保持了优质的服务及客户满意度。调整后净 利润增长5.0%至人民币25.1亿元,营收118.6亿元,同比增长11.1%,经营活 ...
ZTO EXPRESS(ZTO) - 2025 Q3 - Earnings Call Presentation
2025-11-20 00:30
3Q 2025 INVESTOR PRESENTATION November 2025 \\firmwide.corp.gs.com\ibdroot\projects\IB D-HK\mobility2020d\681221_1\02. Library\IR Presentation\Graphics\01 ZTO Cover A4_Folder\02 ZTO Cover A4.ai \\firmwide.corp.gs.com\ibdroot\projects\IB D-HK\mobility2020d\681221_1\02. Library\IR Presentation\Graphics\01 ZTO Cover A4_Folder\02 ZTO Cover A4.ai Ai: \\firmwide.corp.gs.com\ibdroot\projects\IB D-HK\mobility2020d\681221_1\02. Library\IR Presentation\Graphics\01 ZTO Cover A4_Folder\02 ZTO Cover A4.ai JPEG: \\firmwi ...
中通快递-W(02057.HK):第三季度调整后净利润增长5%至人民币25亿元
Ge Long Hui· 2025-11-19 23:09
Core Insights - The company reported a revenue of RMB 11.8647 billion (USD 1.666 billion) for Q3 2025, representing a year-on-year growth of 11.1% [1] - Gross profit decreased by 11.4% year-on-year to RMB 2.956 billion (USD 415.2 million) [1] - Net profit increased by 6.7% year-on-year to RMB 2.5387 billion (USD 356.6 million) [1] Revenue Breakdown - Core express service revenue grew by 11.6% compared to the same period in 2024, driven by a 9.8% increase in package volume and a 1.7% increase in package price [2] - Direct customer business revenue surged by 141.2%, primarily due to an increase in e-commerce return packages [2] - Freight forwarding service revenue declined by 7.4% year-on-year [2] Operational Highlights - The company achieved a business volume of 9.6 billion packages in Q3, reflecting a year-on-year growth of 9.8% [3] - The adjusted net profit for the quarter was RMB 2.5061 billion (USD 352 million), marking a 5% increase year-on-year [1][3] - The company anticipates package volume for 2025 to be between 38.2 billion and 38.7 billion, representing a year-on-year growth of 12.3% to 13.8% [2] Strategic Outlook - The founder and CEO emphasized a commitment to quality, market share expansion, and maintaining healthy profitability as the company's long-term strategy [3] - The company aims to enhance service quality and operational capabilities in response to industry competition and macroeconomic uncertainties [3] - The management is adjusting its annual guidance based on current market conditions and operational insights [2]
中通快递-W发布第三季度业绩,归母净利润25.24亿元 同比增加5.32%
Zhi Tong Cai Jing· 2025-11-19 23:05
Core Insights - ZTO Express reported Q3 2025 revenue of RMB 11.865 billion, a year-on-year increase of 11.14% [1] - Net profit attributable to ordinary shareholders was RMB 2.524 billion, up 5.32% year-on-year, with basic earnings per share at RMB 3.16 [1] Group 1: Business Performance - The company achieved a business volume of 9.6 billion parcels, reflecting a year-on-year growth of 9.8% [1] - Adjusted net profit reached RMB 2.51 billion, marking a 5% increase year-on-year [1] - The growth momentum in the parcel business remains strong, with a nearly 50% year-on-year increase contributing positively to profits [1] Group 2: Strategic Direction - The founder and CEO emphasized a commitment to quality, market share expansion, and maintaining healthy profitability as long-term strategies [1] - The government’s advocacy for reducing excessive competition has shifted the industry focus from quantity to quality development [1] - The company aims to enhance its capabilities and address substantial issues to ensure sustainable growth despite a complex macro environment [1] Group 3: Financial Metrics - Core express revenue per ticket increased by RMB 0.02, with a rise in incremental subsidies by RMB 0.14 and a decrease in ticket weight impacting by RMB 0.02 [1] - The average price for key account customers increased by RMB 0.18, offsetting previous impacts [1] - Operating cash flow grew by 3.2% to RMB 3.2 billion, with capital expenditures for the quarter at RMB 1.2 billion [1] Group 4: Future Outlook - The company has revised its full-year business volume guidance to a range of 38.2 billion to 38.7 billion parcels, corresponding to a year-on-year growth rate of 12.3% to 13.8% [1] - The stability of the network is deemed crucial for the company's sustainable development in the evolving macro environment and competitive landscape [1]
ZTO EXPRESS(ZTO) - 2025 Q3 - Quarterly Results
2025-11-19 23:00
Exhibit 99.1 ZTO Reports Third Quarter 2025 Unaudited Financial Results Parcel Volume Increased 9.8% to 9.6 Billion Adjusted Net Income Grew 5.0% to RMB2.5 Billion SHANGHAI, Nov 20, 2025 /PRNewswire/ - ZTO Express (Cayman) Inc. (NYSE: ZTO and SEHK: 2057), a leading and fast- growing express delivery company in China ("ZTO" or the "Company"), today announced its unaudited financial results for the third quarter ended September 30, 2025. The Company grew parcel volume by 9.8% year over year while maintaining ...
中通快递-W(02057)发布第三季度业绩,归母净利润25.24亿元 同比增加5.32%
智通财经网· 2025-11-19 22:45
中通首席财务官颜惠萍女士表示:"中通核心快递单票收入提升0.02元。其中增量补贴增加0.14元、单票 重量下降影响0.02元,而KA客户单价提升0.18元则抵销了前述影响。单票分拣与运输成本合计下降0.05 元,主要得益于运输成本的效益提升。管理费用结构保持稳定,占收入比重为5.3%;经营性现金流增长 3.2%,达到32亿元;本季度资本支出为12亿元。" 颜女士补充道:"基于对第四季度行业趋势的预判,我们将全年业务量指引下调至382亿至387亿件区 间,对应同比增速为12.3%至13.8%。业务量对我们至关重要,而网络稳定性是公司未来可持续发展的 基石。随着宏观环境持续演变及行业竞争格局向更健康发展,我们对执行整体企业战略、应对当前挑 战、最终成为全球领先物流服务商的能力始终保持信心。" 智通财经APP讯,中通快递-W(02057)发布2025年第三季度业绩,该集团取得收入人民币118.65亿元(单 位下同),同比增加11.14%;归属于普通股股东的净利润25.24亿元,同比增加5.32%;归属于普通股股东的 基本每股净收益3.16元。 中通创始人、董事长兼首席执行官赖梅松先生表示:"坚持以质量为先、扩大市场 ...
中通快递(02057) - 2025 Q3 - 季度业绩
2025-11-19 22:05
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,並明確表示概不會就本公告全部或任何部分內容而產生或因倚賴 該等內容而引致的任何損失承擔任何責任。 根據不同投票權架構,我們的股本包括A類普通股及B類普通股。對於需要股東投票的所有事 項,A類普通股持有人每股可投1票,而B類普通股持有人則每股可投10票。股東及有意投資者 務請留意投資不同投票權架構公司的潛在風險。我們的美國存託股(每股美國存託股代表一股A 類普通股)於美國紐約證券交易所上市,代碼為ZTO。 ZTO Express (Cayman) Inc. 中通快遞(開曼)有限公司(「中通」或「本公司」)欣然公佈其根據美國證券交易委 員會(「美國證交會」)適用規則刊發的截至2025年9月30日止第三季度的未經審計 財務業績(「2025年第三季度業績」)。 2025年第三季度業績乃根據不同於國際財務報告準則的美國公認會計準則編製。 本公告附表I為本公司於2025年11月19日(美國東岸時間)就2025年第三季度業績 刊發的新聞稿全文,其中部分內容可能構成本公司的重大內幕消息。 (股份代號:2057) 本公 ...
中通快递-W(02057.HK)11月18日耗资308.06万美元回购16.27万股
Ge Long Hui· 2025-11-19 04:22
Core Viewpoint - ZTO Express (02057.HK) announced a share buyback plan, indicating confidence in its stock value and future performance [1] Summary by Categories Company Actions - ZTO Express plans to repurchase 162,700 shares at a total cost of $3.0806 million, with individual share prices ranging from $18.73 to $18.99 [1]