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顺丰控股:7月速运物流业务量13.77亿票 同比增长33.69%
Zhong Zheng Wang· 2025-08-19 13:03
此外,顺丰稳步推进全球化布局,不断完善全球化物流网络。7月,顺丰航空开通了"湖北鄂州-阿布扎 比-河内-湖北鄂州"国际货运航线,架起连通国内、中东、东南亚主要城市的航空物流通道。数据显 示,7月顺丰供应链及国际业务实现营收61.90亿元。 值得关注的是,国际头部投行与国内知名基金对顺丰控股的长期价值均表现出积极认可。摩根士丹利于 7月31日宣布,将顺丰控股A股评级上调至"超配";与此同时,易方达蓝筹精选等多只市场关注度较高 的基金产品,在二季度进一步增持顺丰控股A股;国际投行摩根大通在8月再次增持顺丰控股H股。境内 外投资人看好顺丰利润规模与现金流状况稳健增长,整体增长潜力获市场认可。 暑假旅游高峰期,游客更注重"轻出行+即时享受"的旅行需求,顺丰瞄准这一需求,与多地文旅部门共 建"旅游+物流"服务生态,从"物流服务商"升级为"IP消费场景合作伙伴"。 8月,开海季"鲜活速达"成为消费者的核心诉求。顺丰捕捉这一季节性机遇,以"产地直采-运输保障-末 端配送"全链路服务体系,助力开海经济释放消费潜力。在重点产区与消费市场,顺丰推出针对性服务 提升渗透率。同时,顺丰还推出大件冷链服务,全方位覆盖不同客户的寄递需求 ...
今日评 | 以“慢牛”拉动资本市场稳中向好
Sou Hu Cai Jing· 2025-08-19 00:09
Core Insights - A-shares indices collectively rose, with the Shanghai Composite Index surpassing 3731 points, marking a nearly 10-year high [1] - The total market capitalization of A-shares exceeded 100 trillion yuan, setting a historical record [1] - Daily trading volume reached 2.76 trillion yuan, indicating a sustained increase in market activity [1] Economic Context - The capital market serves as a "barometer" for economic operations, with the economic fundamentals acting as a "value anchor" [1] - Multiple favorable factors, including accelerated industrial upgrades, flourishing technological innovations, and stable foreign trade, have contributed to the upward movement of indices [1] - Expectations of interest rate cuts by the Federal Reserve and the resilience of the Chinese economy have attracted foreign investments, leading to upgrades in ratings by several international financial institutions [1] Market Sentiment - A stable stock market enhances expectations and boosts investor confidence [1] - The rise in the stock market provides returns to investors and supports corporate development with real capital [1] - The overall valuation level of A-shares remains relatively low, with long-term capital inflows indicating potential for further upward movement [1] Future Outlook - There is a caution against short-term speculative trading that could lead to market volatility [1] - The expectation is for a "slow bull" market to solidify the positive momentum in the capital market, contributing to high-quality economic development [1]