SF Holding(SZ:002352) Qian Zhan Wang·2025-05-27 08:14Group 1 - SF Express is a leading player in the low-altitude logistics industry, having initiated its drone logistics exploration in 2012 and conducted its first trial in 2013 [1] - The company received the first national "Drone Aviation Operation (Pilot) License" in March 2018 and the first "Civil Unmanned Aircraft Operation Qualification Certificate" in January 2024, indicating strong regulatory support [1] Group 2 - The core competitiveness of SF Express's drone operations lies in its scenario-based technology adaptation, featuring models like the Ark 40 for same-city delivery and PW.Orca for intercity transport [2] - The self-developed flight control system and low-altitude flight management service system enhance operational stability and regulatory compliance [2] Group 3 - The first "Air-Ground Collaborative" smart logistics operation center, the Fengyi Baoan Low-altitude Smart Logistics Operation Center, was inaugurated in February 2025, capable of processing over 2000 packages daily [6] - The center integrates traditional and low-altitude logistics, achieving average delivery times of 2 hours for same-city packages and 3 hours for intercity packages [6] Group 4 - As of November 30, 2024, SF Express's drone operations have opened over 600 routes, completed more than 1.1 million flights, and transported over 6.2 million packages, covering a total distance exceeding 5.7 million kilometers [7][8] - The operations include rural delivery, specialty economy, island transport, and intercity logistics, with a daily volume of 20,000 packages in the Greater Bay Area [7] Group 5 - SF Express has engaged in multiple collaborations to advance low-altitude logistics, including a strategic agreement with Qianfang Technology to develop diverse operational scenarios [8] - In February 2025, SF Express signed an agreement with Zhongke Low-altitude Economic Development Group to explore scalable applications of low-altitude economy in Henan Province [9] - A significant partnership was established with Yifei Aviation Technology for the purchase of 100 ES1000 large short-distance takeoff and landing unmanned transport aircraft, enhancing logistics efficiency [9]