STO(SZ:002468) Sou Hu Cai Jing·2025-08-29 13:14Core Insights - Shentong Express reported a business volume of 12.348 billion parcels in the first half of 2025, a year-on-year increase of 20.73%, surpassing industry growth rates [1] - The company achieved operating revenue of 25.025 billion yuan, up 16.02% year-on-year, and a net profit attributable to shareholders of 453 million yuan, reflecting a 3.73% increase [1] - Market share rose to 12.91%, an increase of 0.15 percentage points compared to the previous year, continuing a steady upward trend [1] Digital Transformation - The growth in performance is attributed to the company's digital intelligence strategy, which has entered a harvest phase [1] - The "Visible Kunlun" digital twin platform has been developed to create an intelligent operation system, enabling 100% visual tracking of the entire parcel process [1] - This system acts as a "smart brain" for the logistics network, allowing for precise simulation of operational status and automated resource scheduling, significantly enhancing operational accuracy and response speed [1] Infrastructure Development - In the first half of 2025, Shentong Express continued to invest in intelligent infrastructure, with 514 automated sorting devices installed in transfer centers, a year-on-year increase of over 21.23% [1] - A total of 224 automated devices were added at terminal outlets, with an investment of approximately 184 million yuan [1] - The deployment of unmanned vehicles has expanded to over 100 cities nationwide, focusing on six core delivery scenarios [1] New Logistics Center - The newly opened Guangdong Jieyang center, capable of handling a daily capacity of over 10 million parcels, is expected to significantly enhance logistics efficiency and service quality in the eastern Guangdong region [4] - The center covers an area of 164,000 square meters and is equipped with advanced sorting systems, achieving automation and operational efficiency [4] - The center's strategic location allows for a logistics circle that covers Jieyang within 30 minutes and reaches Shantou, Chaozhou, and Meizhou within 2 hours [4] Operational Efficiency - The overall operational efficiency has improved by over 15% with the new center's operation [5] - The time for parcel processing has been reduced by 1.5 hours, and the damage rate has decreased by 50% year-on-year [5]