1月15日盘前，顺丰控股（002352.SZ，6936.HK）发布公告称，公司与极兔速递宣布达成一项战略性的 相互持股协议，顺丰控股将向极兔速递增发2.26亿股H股股份，发行价为每股36.74港元；极兔速递将向 顺丰控股增发8.22亿股B类股份，发行价为每股10.10港元。 交易完成后，顺丰控股将持有极兔速递10%的股份，极兔速递将持有顺丰控股4.29%的股份。在满足特 定前提条件下，极兔李杰先生承诺将提名并支持顺丰的一名董事候选人加入极兔董事会。双方约定本次 交易的股份锁定期将为5年，充分体现了彼此长期战略合作的诚意与决心。未来双方将在全球物流网络 建设、基础设施布局、业务协同发展等方面探索更多的合作可能性。 顺丰控股创始人王卫和极兔速递创始人李杰共同表示，顺丰和极兔是多年合作的战略伙伴。此次相互持 股，是双方关系深化的重要里程碑，标志着彼此从业务协同走向更紧密的战略共赢。双方将携手打造一 个更高效的全球智慧物流网络，有力把握中资企业出海及跨境电商带来的历史性机遇，为客户创造更卓 越的全球供应链价值。 作为亚洲最大、全球第四大的综合物流服务提供商，顺丰控股近年来一直在深化国际化发展战略，获取 关键核心资源、 ...

Core Insights - SF Holding and J&T Express have announced a strategic mutual shareholding agreement involving a total investment of HKD 8.3 billion, aimed at enhancing their global logistics network and better serving Chinese enterprises going abroad [1][2] Group 1: Strategic Partnership - The mutual shareholding will see SF Holding issue 226 million H shares at HKD 36.74 per share, while J&T Express will issue 822 million Class B shares at HKD 10.10 per share [1] - Post-transaction, SF Holding will own 10% of J&T Express, and J&T Express will hold 4.29% of SF Holding [1] - This partnership is expected to leverage both companies' strengths to create a more efficient and resilient global logistics network [1][2] Group 2: Company Profiles - SF Holding is the largest logistics service provider in China and Asia, ranked 393rd in the Fortune Global 500, offering end-to-end logistics solutions across approximately 200 countries [3] - J&T Express, founded in 2015, is a leading logistics operator in Southeast Asia and China, with a presence in 13 countries, focusing on customer-centric and efficient logistics solutions [4]

Core Insights - J&T Express and SF Express have announced a strategic mutual shareholding agreement involving a total investment of HKD 8.3 billion, aimed at enhancing their logistics capabilities and expanding their global network [1][2] Group 1: Shareholding Agreement Details - J&T Express will issue 822 million Class B shares to SF Express at a price of HKD 10.10 per share, while SF Express will issue 226 million H shares to J&T Express at a price of HKD 36.74 per share [1] - Post-transaction, SF Express will hold 10% of J&T Express, and J&T Express will hold 4.29% of SF Express [1] Group 2: Strategic Objectives - The collaboration aims to leverage both companies' strengths to build a more efficient and resilient global integrated logistics network, particularly to support Chinese enterprises in international markets and the evolving landscape of global e-commerce logistics [1] - The mutual shareholding is expected to enhance end-to-end cross-border logistics solutions by combining J&T's local operational advantages in 13 countries with SF's core resources in cross-border and trunk logistics [1] Group 3: Leadership Statements - The founders of both companies emphasized that this mutual shareholding marks a significant milestone in their long-standing partnership, transitioning from business collaboration to a tighter strategic alliance [2] - The partnership is positioned to capitalize on historical opportunities presented by Chinese enterprises going global and the growth of cross-border e-commerce, aiming to create superior global supply chain value for customers [2]