Core Viewpoint - YTO Express (600233.SH) reported significant growth in its express delivery business for September, indicating a positive trend in revenue and volume [1] Financial Performance - The revenue from express products reached 5.799 billion yuan, representing a year-on-year increase of 14.89% [1] - The total business volume was 2.627 billion parcels, showing a year-on-year growth of 13.64% [1]

Core Insights - The company reported a revenue of 4.633 billion yuan from its express delivery services in September 2025, representing a year-on-year growth of 14.89% [1] - The total business volume reached 2.187 billion parcels, showing a year-on-year increase of 9.46% [1] - The revenue per parcel was 2.12 yuan, which is a year-on-year increase of 4.95% [1]

Core Viewpoint - Shentong Express announced that its express service revenue for September 2025 is projected to reach 4.633 billion yuan, representing a year-on-year growth of 14.89% [1] Financial Performance - The total business volume is expected to be 2.187 billion parcels, showing a year-on-year increase of 9.46% [1] - The revenue per parcel for express services is estimated at 2.12 yuan, which is a year-on-year growth of 4.95% [1]

Group 1 - The core viewpoint of the announcement is that YTO Express reported a revenue of 5.799 billion yuan for its express products in September 2025, reflecting a year-on-year growth of 14.89% [1] - The total business volume reached 2.627 billion parcels, which represents a year-on-year increase of 13.64% [1] - The average revenue per parcel for express products was 2.21 yuan, showing a year-on-year growth of 1.09% [1]

Core Insights - Yunda Holdings (002120) announced a projected revenue of 4.252 billion yuan for its express delivery services in September 2025, representing a year-on-year growth of 4.14% [1] - The company expects to handle a business volume of 2.11 billion parcels, which is a year-on-year increase of 3.63% [1] - The average revenue per parcel is projected to be 2.02 yuan, reflecting a year-on-year growth of 0.5% [1]

Core Insights - Yunda Holdings announced that its express service revenue for September 2025 reached 4.252 billion yuan, representing a year-on-year growth of 4.14% [1] - The total business volume amounted to 2.11 billion parcels, showing a year-on-year increase of 3.63% [1] - The revenue per parcel for express services was 2.02 yuan, reflecting a year-on-year growth of 0.50% [1]

即刻交通 10月14日，极兔速递发布2025年第三季度经营数据汇报，报告显示，截至2025年9月30日止之第三季 度，公司总体实现包裹量约76.8亿件，同比增长23.1%；日均包裹量8340万件。 此外，极兔速递第三季度在东南亚市场业务保持增长，实现包裹量20亿件，同比增长78.7%，日均包裹 量2,170万件。新市场（包括沙特阿拉伯、阿联酋、墨西哥、巴西及埃及）方面，极兔速递第三季度实 现包裹量1.04亿件，同比升47.9%，日均包裹量113万件。 | | | | 截至9月30日止三個月 | | | --- | --- | --- | --- | --- | | | | 2025年 | 2024年 | 同比 | | 東南亞 | 包裹量(百萬件) | 1.996.8 | 1.117.3 | 78.7% | | | 日均包裹量(百萬件) | 21.7 | 12.1 | 78.7% | | 中國 | 包裹量(百萬件) | 5.575.8 | 5.051.0 | 10.4% | | | 日均包裹量(百萬件) | 60.6 | 54.9 | 10.4% | | 新市場 | 包裹量(百萬件) | 104.2 | 70. ...

作为东南亚市占据首位的快递公司，极兔第三季度在东南亚市场业务保持了强势的增长，实现包裹量20 亿件，同比增长78.7%；日均包裹量2170万件。截至2025年9月底，东南亚网点数量达到10700个，较去 年底增加900个。同时受东南亚市场包裹量快速增长的影响，干线车辆的需求也进一步提升，第三季度 东南亚干线车辆数量较去年底增加900辆至5500辆。 在竞争激烈的中国市场，第三季度极兔实现包裹量55.8亿件，同比保持双位数增长达10.4%；日均包裹 量6060万件。新市场（包括沙特阿拉伯、阿联酋、墨西哥、巴西及埃及）方面，极兔第三季度实现包裹 量1.04亿件，同比上升47.9%；日均包裹量113万件。 （文章来源：证券日报） 本报讯 （记者袁传玺）10月14日，全球物流服务运营商极兔速递环球有限公司（以下简称"极兔"， 1519.HK）公布2025年第三季度主要经营数据。2025年第三季度，极兔总体实现包裹量约76.8亿件，同 比增长23.1%；日均包裹量8340万件，各主要市场均实现双位数增长，其中东南亚及新市场增长尤为迅 猛。 ...

Core Insights - J&T Express reported a significant increase in parcel volume for Q3 2025, reaching approximately 7.68 billion parcels, a year-on-year growth of 23.1% [1] - The company maintains a strong position in the Southeast Asian market, with parcel volume reaching 2 billion, reflecting a remarkable year-on-year growth of 78.7% [1] - The new markets, including Saudi Arabia, UAE, Mexico, Brazil, and Egypt, also showed substantial growth, with parcel volume increasing by 47.9% to 10.4 million [1] Southeast Asia Market Performance - J&T Express achieved a parcel volume of 2 billion in Southeast Asia, with a daily average of 21.7 million parcels [1] - The number of operational outlets in Southeast Asia reached 10,700, an increase of 900 outlets since the end of the previous year [1] - The demand for trunk vehicles in Southeast Asia rose, with the number of vehicles increasing by 900 to a total of 5,500 [1] China Market Performance - In the Chinese market, J&T Express reported a parcel volume of 5.58 billion, maintaining a double-digit growth rate of 10.4% year-on-year [1] - The daily average parcel volume in China was recorded at 60.6 million [1] New Markets Performance - The new markets segment achieved a parcel volume of 10.4 million, with a year-on-year increase of 47.9% [1] - The daily average parcel volume in these new markets was 1.13 million [1]

在竞争激烈的中国市场，第三季度公司实现包裹量55.8亿件，同比保持双位数增长达10.4%；日均包裹 量6,060万件。新市场(包括沙特阿拉伯、阿联酋、墨西哥、巴西及埃及)方面，极兔第三季度实现包裹量 1.04亿件，同比升47.9%；日均包裹量113万件。 来源：微信公众号.棘极兔节拍 作为东南亚市占居首位的快递公司，极兔第三季度在东南亚市场业务保持了强势的增长，实现包裹量20 亿件，同比增长78.7%；日均包裹量2,170万件。截至2025年9月底止，东南亚网点数量达到10,700个， 较去年底增加900个。同时受东南亚市场包裹量快速增长的的影响，干线车辆的需求也进一步提升，第 三季度东南亚干线车辆数量较去年底增加900辆至5,500辆。 香港，2025年10月14日 ——全球物流服务运营商极兔速递 (1519.HK)公布2025年第三季度主要经营数 据。截至2025年9月30日止之第三季度，公司总体实现包裹量约76.8亿件，同比增长23.1%；日均包裹量 8,340万件，各主要市场均实现双位数增长，其中东南亚及新市场增长尤为迅猛。 ...