SF Holding(SZ:002352) Qi Lu Wan Bao·2026-02-11 06:35Core Insights - The logistics and warehousing systems in Jinan are operating at high efficiency to support the surge in demand for New Year goods, reflecting a vibrant consumer sentiment as the holiday approaches [1][3]. Group 1: Market Trends - The overall quantity of New Year goods has increased by approximately 25% this year, with significant growth in food categories such as frozen products, seafood, and alcoholic beverages [5]. - Local specialties, such as vacuum-packed Jinan-style meat, are becoming popular, indicating a shift towards regional flavors and practical, smart products in New Year consumption [5]. - Sales of ski apparel and equipment have surged by nearly 35%-40%, driven by the ongoing enthusiasm from the Winter Olympics and the proliferation of ski resorts [5]. Group 2: Logistics and Operations - To ensure efficient delivery of New Year goods, logistics companies like SF Express are implementing cold chain solutions and manual sorting for perishable and fragile items, alongside predictive volume assessments and equipment upgrades [7]. - The offline warehousing scene is equally bustling, with stores like Dingdang Warehouse experiencing high customer traffic and significant daily order volumes, with one store averaging 1,500 orders and over 5,000 visitors daily [9]. - The demand for New Year goods has been building since the eleventh month of the lunar calendar, prompting stores to remain open during the holiday period to cater to consumer needs [9].