SF Holding(SZ:002352) Ge Long Hui·2025-06-12 05:12Group 1 - SF Holding's stock price increased by over 8%, reaching a new high of 45.85 HKD, with a trading volume of 136 million HKD [2] - Guosen Securities noted that this year marks the beginning of large-scale commercial use of unmanned logistics vehicles, with the "last mile" of express delivery being the first application scenario [2] - The company is expected to accelerate the penetration of unmanned logistics vehicles in the last mile due to its direct sales model and favorable competitive landscape, which may lead to cost savings reflected in profits [2] Group 2 - SF Holding's capacity expansion cycle has ended, and there is still room for optimization in operations and management [2] - Continuous cost optimization is expected to create downward price space, thereby driving revenue growth [2] - The company's performance is anticipated to maintain a rapid growth rate of 15-20% over the next two years [2]