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顺丰控股(002352.SZ):累计耗资20亿元回购1.01%股份
Ge Long Hui A P P· 2026-02-03 11:02
格隆汇2月3日丨顺丰控股(002352.SZ)公布,公司自2025年9月3日起开始实施回购。截至2026年2月3 日,公司通过股份回购专用证券账户以集中竞价方式回购公司A股股份50,958,489股,回购总金额约为 人民币1,999,829,393.32元(不含交易费用),回购股数占公司目前总股本1.01%,平均成交价为人民币 39.24元/股(最高成交价为人民币42.23元/股,最低成交价为人民币37.07元/股)。 ...
顺丰控股:截至2月3日已累计回购5095.85万股,回购总金额近20亿元
Xin Lang Cai Jing· 2026-02-03 10:36
截至2026年2月3日,公司通过股份回购专用证券账户以集中竞价方式回购公司A股股份50,958,489股, 回购总金额约为人民币1,999,829,393.32元(不含交易费用),回购股数占公司目前总股本1.01%,平均 成交价为人民币39.24元/股(最高成交价为人民币42.23元/股,最低成交价为人民币37.07元/股)。 顺丰控股2月3日公告,公司于2025年4月28日召开第六届董事会第二十次会议审议通过《关于2025年第1 期A股回购股份方案的议案》,并于2025年10月30日召开第六届董事会第二十五次会议审议通过《关于 调整2025年第1期A股回购股份方案的议案》,调整后本次回购股份方案为:回购资金总额不低于15亿 元且不超过30亿元,回购股份的种类为公司发行的A股社会公众股,回购价格不超过60元/股,回购实施 期限自2025年4月28日起至2026年10月29日止。 ...
顺丰控股(002352) - 关于回购公司A股股份比例达到1%的进展公告
2026-02-03 10:32
证券代码:002352 证券简称:顺丰控股 公告编号:2026-007 顺丰控股股份有限公司 关于回购公司 A 股股份比例达到 1%的进展公告 公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚假记载、误导 性陈述或重大遗漏。 基于对未来发展前景的信心和对自身价值的高度认同,顺丰控股股份有限公 司(以下简称"公司")于 2025 年 4 月 28 日召开第六届董事会第二十次会议审 议通过《关于 2025 年第 1 期 A 股回购股份方案的议案》,并于 2025 年 10 月 30 日召开第六届董事会第二十五次会议审议通过《关于调整 2025 年第 1 期 A 股回 购股份方案的议案》,调整后本次回购股份方案为:回购资金总额不低于人民币 15 亿元且不超过人民币 30 亿元,回购股份的种类为公司发行的 A 股社会公众股, 回购价格不超过人民币 60 元/股1,回购实施期限自 2025 年 4 月 28 日起至 2026 年 10 月 29 日止。 根据《上市公司股份回购规则》《深圳证券交易所上市公司自律监管指引第 9 号——回购股份》等相关规定,公司回购股份占公司总股本的比例每增加 1% 的,应当在 ...
顺丰控股(002352) - H股公告-翌日披露报表
2026-02-03 10:30
表格類別: 股票 狀態: 新提交 FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 公司名稱: 順豐控股股份有限公司(於中華人民共和國註冊成立的股份有限公司) 呈交日期: 2026年2月3日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司(「香港聯交所」)證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露,必須填妥第一章節 。 | 第一章節 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 A | | | 於香港聯交所上市 否 | | | 證券代號 (如上市) | 002352 | 說明 | A股(於深圳交易所上市) | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | 已發行股份(不包括庫存股份)變動 | | 庫存股份變動 | | | | | 事件 | 已發行股份(不包括 ...
顺丰控股:累计以20亿元回购公司1.01%的股份
Ge Long Hui· 2026-02-03 10:25
格隆汇2月3日|顺丰控股公告,截至2026年2月3日,公司通过股份回购专用证券账户以集中竞价方式回 购公司A股股份5095.85万股,回购总金额约为人民币20亿元(不含交易费用),回购股数占公司目前总 股本1.01%,平均成交价为人民币39.24元/股(最高成交价为人民币42.23元/股,最低成交价为人民币 37.07元/股)。 ...
航空业绩拐点显现,地缘提升航运景气 | 投研报告
Industry Dynamics Tracking - The overall container shipping rates have decreased, with the SCFI composite index dropping by 9.7% to 1317 points. Specific routes such as Shanghai-Europe and Shanghai-Mediterranean saw declines of 11.1% and 12.0% respectively [3][4] - The refined oil tanker rates have increased, with the BCTI index rising by 4.6% to 890 points. The MR rates in the Pacific and Atlantic regions showed mixed results, with a notable increase of 12.7% in the Atlantic [8] - The logistics sector is witnessing a resilient demand, with the e-commerce express delivery industry expected to benefit from a recovery in the economy and a reduction in costs, leading to improved profitability for companies like SF Express and JD Logistics [12] Air Transport - The civil aviation sector is showing signs of recovery, with major airlines like China Southern and Hainan Airlines expected to turn profitable in 2025, while Eastern and Air China are projected to reduce their losses significantly [3] - The State Council has issued a plan to accelerate the cultivation of new growth points in service consumption, focusing on transportation services among others, which is expected to support the aviation sector [3] Shipping and Port Operations - The dry bulk shipping market is experiencing a "strong off-season" due to a combination of high demand in the Atlantic region and tight capacity, with the BDI index rising by 12.0% to 1949 points [8] - The geopolitical situation in the Middle East is tense, with the U.S. increasing military presence and Iran conducting live-fire exercises, which could impact oil shipping routes [6] - China's port cargo throughput has decreased, with a reported decline of 1.70% in total cargo and a 4.35% drop in container throughput [9] Road and Rail Transport - National logistics operations are running smoothly, with rail freight volumes reported at 7441.9 million tons, a decrease of 3.35% [10] - Shenzhen International reported a 3.3% increase in toll revenue for December 2025, indicating stable revenue growth in the road transport sector [11] Investment Opportunities - In the express delivery sector, companies like YTO Express and ZTO Express are expected to benefit from market share growth and operational improvements, while SF Express is noted for its cost control and shareholder returns [12] - The oil transportation market is anticipated to improve due to OPEC+ production increases and potential interest rate cuts, suggesting a favorable outlook for companies like China Merchants Energy and COSCO Shipping Energy [13] - The dry bulk shipping market is expected to continue its recovery, driven by environmental regulations and increased demand for commodities, with companies like China Merchants Energy and Haitong Development highlighted as potential beneficiaries [13]
2025年快递业务量同比增长13.7%,上海发布智驾利好政策 | 投研报告
Group 1: Express Delivery Industry - The express delivery business volume in China is expected to grow by 13.7% year-on-year by 2025, with some companies benefiting from price increases amid reduced competition [1] - During the week of January 5-11, the total collection volume of postal express reached approximately 4.107 billion pieces, a week-on-week increase of 7.1% and a year-on-year increase of 4.1% [1] - The total delivery volume for the same week was about 4.16 billion pieces, with a week-on-week increase of 6.0% and a year-on-year increase of 9.0% [1] - By 2025, the express delivery revenue is projected to reach 1.5 trillion yuan, with a year-on-year growth of 6.5% [1] - The report recommends investing in SF Holding due to valuation, operational resilience, and improved shareholder returns, while also being optimistic about Zhongtong Express due to market share growth [1] Group 2: Logistics Industry - The chemical product price index (CCPI) in China is currently at 4024 points, showing a year-on-year decrease of 7.7% but a month-on-month increase of 1.1% [2] - The domestic sea freight price for liquid chemicals is 169 yuan/ton, reflecting a year-on-year decrease of 8.98% [2] - Shanghai has introduced favorable policies for intelligent driving, aiming to expand the application of L3-level autonomous vehicles and enhance smart logistics [2] - The report recommends Hai Chen Co. due to improved demand in its main business [2] Group 3: Aviation Industry - The average daily number of flights in China has decreased by 5.66% year-on-year, with domestic flights down by 6.18% [3] - Brent crude oil futures settled at $64.13 per barrel, a month-on-month increase of 1.25% but a year-on-year decrease of 19.76% [3] - The report suggests that supply constraints from aircraft manufacturers and upstream suppliers will slow supply growth, leading to improved ticket prices and airline profit elasticity, recommending China National Aviation and Southern Airlines [3] Group 4: Shipping Industry - The China Container Freight Index (CCFI) is at 1209.85 points, reflecting a month-on-month increase of 1.3% but a year-on-year decrease of 22.5% [4] - The crude oil transportation index (BDTI) increased by 18.5% month-on-month and 60.2% year-on-year [4] - The dry bulk freight index (BDI) is at 1586.4 points, showing a month-on-month decrease of 10.5% but a year-on-year increase of 51.2% [4] - The report indicates that the total number of trucks on highways decreased year-on-year by 2.02% [4]
顺丰控股(06936)2月3日斥资5006.63万元回购133.3万股A股
Zhi Tong Cai Jing· 2026-02-03 09:25
智通财经APP讯,顺丰控股(06936)发布公告,于2026年2月3日斥资5006.63万元回购133.3万股A股。 (原标题:顺丰控股(06936)2月3日斥资5006.63万元回购133.3万股A股) ...
美的等多家上市公司披露回购新进展
Yang Zi Wan Bao Wang· 2026-02-03 09:20
扬子晚报网2月3日讯(记者范晓林薄云峰)2月2日晚间,多家上市公司披露回购进展。其中,美的集团(00033)、顺丰控股(002352)回购金额为不超过 30亿元且不低于15亿元;目前上述两家已回购股份近20亿元。 关于以集中竞价交易方式回购 A 股股份进展情况的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚假记载、误导 性陈述或重大遗漏。 美的集团股份有限公司(以下简称"公司")于2025年4月8日召开第五届董 事会第七次会议审议通过了《关于以集中竞价方式回购公司A股股份的方案》, 同意公司以集中竞价交易方式回购公司部分已发行的A股股份,用于实施股权激 励计划及/或员工持股计划,回购价格为不超过人民币100元/股,回购金额为不超 过30亿元且不低于15亿元,实施期限为自董事会审议通过回购股份方案之日起12 个月内。公司于2025年4月9日披露了《关于以集中竞价方式回购公司A股股份方 案的报告书》。 一、公司累计回购A股股份的具体情况 根据《上市公司股份回购规则》《深圳证券交易所上市公司自律监管指引第 9号-回购股份》等相关规定,现将公司回购股份进展情况公告如下: 截至2026年1月31 ...
顺丰控股2月3日斥资5006.63万元回购133.3万股A股
Zhi Tong Cai Jing· 2026-02-03 09:13
顺丰控股(002352)(06936)发布公告,于2026年2月3日斥资5006.63万元回购133.3万股A股。 ...