Core Viewpoint - SF Express (9699.HK) reported a significant increase in revenue and net profit for the first half of the year, driven by the rapid growth of the food delivery and instant retail sectors, marking a milestone with revenue exceeding 10 billion yuan for the first time [1] Financial Performance - The company achieved a revenue of 10.236 billion yuan, representing a year-on-year growth of 48.8% [1] - Net profit attributable to shareholders reached 137 million yuan, a remarkable increase of 120.4%, setting a new record [1] Business Growth Drivers - The growth was primarily fueled by the surge in demand for instant delivery services, with the order volume for same-city delivery services increasing by over 50% year-on-year [1] - The optimization of the business structure and increased contribution from high-quality clients also played a significant role in revenue growth [1] - Technological advancements and lean management practices enhanced operational efficiency, leading to expanded economies of scale and sustained profit release [1] Segment Performance - Revenue from same-city delivery services saw a substantial year-on-year increase of 43.1%, amounting to approximately 5.779 billion yuan [1] - The growth in revenue was significantly supported by the rising demand for food delivery, particularly from major chain restaurants and tea brands, with tea delivery revenue soaring by 105% [1] - Other categories such as supermarkets, pharmaceuticals, and maternal and infant products also experienced high double-digit growth [1]
顺丰同城上半年营收首破百亿增近五成，净利润1.37亿元同比增1.2倍