Core Insights - Shentong Express has reported significant growth in its core operating data for the first half of 2025, achieving a business volume of 12.348 billion parcels, a year-on-year increase of 20.73%, surpassing industry growth rates [1] - The company generated operating revenue of 25.025 billion yuan, reflecting a year-on-year growth of 16.02%, and net profit attributable to shareholders reached 453 million yuan, up 3.73% [1] - Market share has increased to 12.91%, marking a 0.15 percentage point rise compared to the previous year, continuing a trend of steady growth [1] Digital Intelligence Strategy - The robust performance is attributed to the successful implementation of a digital intelligence strategy, with a focus on "digital intelligence + experience" as key competitive advantages [2] - The company has developed a digital twin platform called "Visible Kunlun," which enables 100% visual tracking of parcels throughout the delivery process, enhancing operational precision and response speed [2] - In the first half of 2025, Shentong Express invested in 514 automated sorting devices, a year-on-year increase of over 21.23%, and added 224 automated devices at terminal points, with a total investment of approximately 184 million yuan [2] - The company aims to achieve a daily throughput capacity of 90 million parcels by the end of 2025 [2] Flexible Service Upgrades - Beyond traditional e-commerce growth, Shentong Express is expanding its second growth curve through "differentiated products + flexible services," providing customized solutions for over 40 industries [3] - The number of large customer collaborations has increased by 80% year-on-year, and the scale of platform scattered orders has nearly doubled [3] - The supply chain service "Warehouse Alliance" has expanded to cover over 150 warehouses, achieving next-day delivery capabilities in 70% of prefecture-level cities [3] - The company's fulfillment of orders in remote areas has exceeded 100 million parcels, with a year-on-year growth of over 120% [3] Future Growth Potential - With the continuous enhancement of "digital intelligence infrastructure + flexible service capabilities," Shentong Express is positioned to capture greater growth opportunities during a critical phase of industry restructuring [4]

Core Viewpoint - The company emphasizes a shift from scale competition to value competition, focusing on intelligent operations, flexible services, and sustainable development to enhance long-term competitiveness [1] Group 1: Digital Transformation - The company has achieved a full-link delivery time of under 43 hours, ranking first among major e-commerce platforms in terms of efficiency [2] - The implementation of a digital twin platform, "Visible Kunlun," allows for 100% process visualization and dynamic resource optimization through AI algorithms [2] - The company has installed 120,000 cameras for real-time monitoring, processing over 200 million images daily, significantly reducing damage rates and enhancing security [2] Group 2: Flexible Solutions - The company’s flexible solutions have led to a 260% increase in large customer business, with significant cost reductions and improved delivery times in remote areas [4] - The flexible service model has expanded across over 40 industries, enhancing customer experience and driving business growth [5] - The company has signed contracts with leading brands, showcasing the effectiveness of its flexible solutions in boosting client satisfaction and business performance [4][5] Group 3: Future Goals and Performance - The company aims to achieve the best customer experience within three years, with projected business volume growth rates of 29.83% for 2024 and 26.60% for Q1 2025 [4] - The net promoter score (NPS) reached 93, significantly above the industry average, indicating high customer satisfaction [5] - The company prioritizes quality growth through technological advancements and customer trust, establishing a differentiated competitive strategy [6]