快递业务量增长

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前7月快递业务量累计完成1120.5亿件
Ren Min Ri Bao· 2025-08-16 22:03
Core Insights - The postal industry in China has seen a significant increase in delivery volume, with a total of 122.3 billion items delivered from January to July, representing a year-on-year growth of 16.2% [1] - The express delivery sector has also experienced robust growth, with a total of 112.05 billion items delivered during the same period, marking an 18.7% increase year-on-year [1] - Revenue from the postal industry has steadily increased, reaching 1,018.07 billion yuan in the first seven months, which is an 8.3% year-on-year growth [1] Delivery Volume - In July alone, the express delivery volume reached 16.4 billion items, showing a year-on-year growth of 15.1% [1] - The same-city express delivery volume totaled 9.26 billion items, reflecting a 6.5% increase year-on-year, while the intercity express delivery volume reached 100.43 billion items, with a year-on-year growth of 19.9% [1] Regional Development - The revenue distribution of express delivery in different regions is as follows: Eastern region at 74.0%, Central region at 15.5%, and Western region at 10.5% [1] - Compared to the same period last year, the Central region's express delivery revenue share increased by 0.5 percentage points, and the volume share increased by 0.9 percentage points [1] - The Western region also saw an increase, with its revenue share rising by 0.3 percentage points and volume share by 0.5 percentage points [1]
前7月快递业务量累计完成1120.5亿件 同比增长18.7%
Ren Min Ri Bao· 2025-08-16 21:38
Core Insights - The postal industry in China has seen a significant increase in delivery volume, with a total of 122.3 billion items delivered from January to July, marking a year-on-year growth of 16.2% [1] - The express delivery sector has also experienced robust growth, with 112.05 billion items delivered during the same period, reflecting an 18.7% increase year-on-year [1] - Revenue from the postal industry has steadily risen, reaching 1,018.07 billion yuan in the first seven months, which is an 8.3% increase compared to the previous year [1] Delivery Volume - In July alone, the express delivery volume reached 16.4 billion items, showing a year-on-year growth of 15.1% [1] - The same-city express delivery volume totaled 9.26 billion items, with a growth rate of 6.5% [1] - The intercity express delivery volume was 100.43 billion items, which represents a significant year-on-year increase of 19.9% [1] Revenue Growth - The express delivery revenue accumulated to 839.42 billion yuan in the first seven months, indicating a year-on-year growth of 9.9% [1] - The revenue distribution among different regions shows that the eastern region accounted for 74.0%, the central region for 15.5%, and the western region for 10.5% of the total express delivery revenue [1] Regional Development - The central region's share of express delivery revenue increased by 0.5 percentage points compared to the same period last year, while its volume share rose by 0.9 percentage points [1] - The western region also saw an increase, with its revenue share up by 0.3 percentage points and volume share up by 0.5 percentage points compared to the previous year [1]
时报数说 前7个月我国快递业务量 完成1120.5亿件
Zheng Quan Shi Bao· 2025-08-14 22:54
Core Insights - The postal industry in China has completed a total of 122.3 billion items in delivery business volume in the first seven months, representing a year-on-year growth of 16.2% [1] - The express delivery business volume reached 112.05 billion items, with a year-on-year increase of 18.7% [1] Delivery Business Breakdown - International and Hong Kong/Macau/Taiwan express delivery accounted for 2.36 billion items, showing a year-on-year growth of 19.2% [1] - Same-city express delivery totaled 9.26 billion items, with a year-on-year increase of 6.5% [1] - Inter-city express delivery reached 100.43 billion items, reflecting a year-on-year growth of 19.9% [1]
我国上半年快递业务量完成956亿件,同比增长19.3%。
news flash· 2025-07-25 09:17
Group 1 - The express delivery business volume in China reached 95.6 billion pieces in the first half of the year, representing a year-on-year growth of 19.3% [1]
前5个月我国快递业务量完成787.7亿件
news flash· 2025-06-16 02:00
Group 1 - The total volume of postal delivery services in China reached 861.8 billion items in the first five months, representing a year-on-year growth of 17.6% [1] - The express delivery volume specifically amounted to 787.7 billion items during the same period, showing a year-on-year increase of 20.1% [1]
中通快递-W(02057)聚焦份额增长,业绩短期承压
Guolian Securities· 2025-05-23 07:25
Investment Rating - The investment rating for the company is "Buy" (maintained) [6][4] Core Views - In Q1 2025, the company achieved revenue of 10.89 billion yuan, a year-on-year increase of 9.4%, and a net profit attributable to shareholders of 1.99 billion yuan, up 39.8% year-on-year. The adjusted net profit was 2.26 billion yuan, reflecting a 1.6% year-on-year growth. Given the company's leading position in the industry and robust profitability, the "Buy" rating is maintained [4][16][12] - The company focused on market share growth, with a Q1 express delivery volume of 8.54 billion pieces, representing a year-on-year increase of 19.1%, capturing a market share of 18.9% [13][12] - The company expects a business volume growth rate of 20%-24% for 2025, with a projected package volume of approximately 40.8-42.2 billion pieces [15][12] Financial Performance - The company's revenue for 2025 is projected to be 50.22 billion yuan, with growth rates of 13.40%, 12.07%, and 10.46% for the years 2025, 2026, and 2027 respectively. The net profit attributable to shareholders is expected to be 9.53 billion yuan in 2025, with year-on-year growth rates of 8.14%, 16.49%, and 9.96% for the following years [16][17] - The company's earnings per share (EPS) are projected to be 11.85 yuan for 2025, increasing to 15.18 yuan by 2027 [17][16] Cost and Profitability - In Q1 2025, the company's core express delivery cost per piece remained stable at 0.94 yuan, with a transportation cost decrease of 0.06 yuan to 0.41 yuan, a decline of 12.8% [14][12] - The adjusted net profit per piece was 0.26 yuan, down 14.7% year-on-year [14][12]
一季度我国货运量增速快于去年全年水平
news flash· 2025-04-24 02:36
交通运输部:货运量增速快于去年全年水平,快递业务量快速增长。一季度,完成营业性货运量130.6 亿吨,同比增长4.9%,增速较去年全年加快1个百分点。 ...
兴证交运行业周报:美国对伊制裁继续加码,OPEC达成增产共识,油轮板块仍有向上空间-2025-03-18
INDUSTRIAL SECURITIES· 2025-03-18 02:33
Investment Rating - The report maintains a "Recommended" rating for the transportation industry [1] Core Insights - The report highlights that U.S. sanctions against Iran are intensifying, and OPEC has reached a consensus to increase production, indicating upward potential for the oil tanker sector [2][7] - The express delivery business volume has shown significant year-on-year growth, with a reported increase of 21.5% in 2024 [3] Summary by Sections Weekly Focus - The U.S. government has announced additional sanctions against Iran, targeting several individuals, entities, and vessels involved in Iranian oil exports, including 10 VLCC supertankers, which constitutes about 20% of the global tanker fleet [7] - OPEC has agreed to gradually increase production starting April, aiming to release 2.2 million barrels per day [7] Industry Data Tracking (2025.03.09 – 03.15) Aviation Data - Domestic flight volume for the week was 84,029 flights, averaging 12,004 flights per day, a slight decrease of 0.10% week-on-week and 0.50% year-on-year [10] - Domestic passenger volume reached 11.43 million, a 0.05% increase week-on-week and a 2.12% increase year-on-year [11] - The average domestic ticket price decreased by 3.49% week-on-week and 6.31% year-on-year [11] Express Delivery Data - For the week of March 3-9, the average daily collection volume was approximately 555 million pieces, a 3.99% increase from the previous week [17] - Year-to-date, the average daily collection volume is about 495 million pieces, reflecting a 36.00% increase year-on-year [17] - In 2024, the express delivery business volume increased by 21.5% year-on-year, with revenue up by 13.8% [3] Shipping Data - The BDI index for dry bulk shipping was reported at 1,517 points, a 20% increase week-on-week [48] - The VLCC-TCE rate was $38,329 per day, a 3% decrease week-on-week [49] Recent Key Reports - The report recommends focusing on companies such as COSCO Shipping Energy, Shandong Highway, and China Eastern Airlines, among others, as part of the investment strategy [4]