Core Viewpoint - SF Express City (09699) has announced a positive earnings forecast, expecting significant profit growth for the fiscal year 2025, driven by the expansion of the instant retail market and operational efficiencies [1] Financial Performance - The company anticipates a profit attributable to shareholders of no less than 238 million yuan, representing a year-on-year increase of over 80% [1] - Adjusted net profit is expected to be no less than 376 million yuan, with a year-on-year growth exceeding 158% [1] - Annual revenue is projected to be no less than 22 billion yuan, reflecting a year-on-year increase of over 40% [1] Market Insights - The growth in performance is attributed to the surge in delivery demand from the expanding instant retail market, healthy order growth driven by comprehensive service offerings, and enhanced operational efficiency through technology [1] - HSBC's report indicates that the adjusted net profit forecast exceeds their expectations, maintaining confidence in the company's organic growth despite market scrutiny of instant retail platforms [1] - The bank projects a compound annual growth rate (CAGR) of 33% for revenue from 2024 to 2027, compared to a CAGR of 24% from 2021 to 2024 [1]
顺丰同城早盘涨超5% 汇丰称公司经调整净利润超预期 对其增长保持信心