越南当地媒体VNEXPRESS报道，2026年春节前夕，越南年货物流需求迎来爆发式增长，百世越南作为 当地领先的综合物流服务商，依托覆盖全国的智能物流网络，通过提前布局、全链路协同，成功应对节 前物流高峰挑战。其中，核心枢纽古芝分拨中心快件处理量较日常激增3-4倍，全国网络运转平稳有 序。 DWS系统监控岗位实行全天候值守，技术人员实时监控设备运行状态，一旦发现卡货、条码异常等情 况立即介入处理。"机器高速运转，几秒钟的延误就可能造成包裹积压，春节期间我们必须确保零中 断。"现场技术人员表示，准确的入站数据是避免包裹遗失的关键。 针对自动分拣无法识别的异常包裹，分拨专门设立人工处理区。经验丰富的操作员对问题运单进行人工 复核、重新编码，并对包装松动的年货箱进行加固处理，确保每一个春节包裹都能准确送达目的地。 百世越南自进入当地市场以来，持续加大基础设施投入，目前已建立起覆盖越南的快递网络，拥有全国 40个自动化分拣中心。随着越南电商市场快速发展，春节等节点的物流保障能力已成为快递企业核心竞 争力。此次春节高峰的平稳应对，进一步巩固了百世在越南当地市场的服务口碑。 春节前夕，百世越南全国分拨中心开启全天候运转模 ...

行业政策与环境 近期，人社部等七部门对包括快递企业在内的平台企业开展用工行政指导，强调保障新就业形态劳动者 权益。此类政策有助于引导行业从"价格竞争"转向"质量竞争"，改善整体盈利预期，利好中通等龙头企 业。 经济观察网 根据公开信息，中通快递-W（02057.HK）股价在近期（截至2026年2月11日）创出阶段性 新高，主要受以下几方面因素推动： 股价与资金表现 公司于2026年2月4日斥资约32.69亿港元回购1825.44万股，并于2月10日及11日连续在美国市场回购美国 存托股份（ADR）。持续的股份回购向市场传递了管理层对公司内在价值的认可，对股价形成直接支 撑。 2026年2月11日，港股航空物流板块整体上涨，恒生指数收涨，市场情绪偏暖对个股形成带动。南向资 金在近期也呈现净流入态势，反映资金对港股快递板块的关注度提升。 以上内容基于公开资料整理，不构成投资建议。 公司基本面 根据机构分析，中通快递在2025年第三季度业务量保持增长，散件业务表现强劲，"反内卷"趋势带动单 票盈利环比改善。公司2025年全年业绩预估显示，收入预计达485-500亿元，同比增长9.5%-12.9%；包 裹量385.2 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 二、数据说明 上述数据未经审计，可能会与定期报告数据存在差异，仅供投资者阶段性参考，相关数据以公司定期报 告为准，请投资者注意风险。 特此公告。 韵达控股集团股份有限公司董事会 2026年2月14日 证券代码：002120 证券简称：韵达股份 公告编号：2026-004 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 根据《深圳证券交易所上市公司自律监管指引第3号——行业信息披露（2025年修订）》的规定，韵达 控股集团股份有限公司（以下简称"公司"）2026年1月快递服务主要经营指标情况如下： 一、公司2026年1月快递服务主要经营指标 ...

Core Insights - The company reported significant growth in its express delivery business for January 2026, with a year-on-year revenue increase of 43.26% and a business volume increase of 25.57% [1] - The acquisition of Zhejiang Daniao Logistics Technology Co., Ltd. has been completed, and its financials are now included in the company's consolidated statements, contributing to the overall growth in express delivery services [1] Financial Performance - Express service revenue for January 2026 increased by 43.26% year-on-year [1] - The total express business volume grew by 25.57% compared to the same period last year [1] - The revenue per express service ticket rose by 14.08% year-on-year [1]

经济观察网近期，闪送(FLX.OQ)受到行业监管和股价波动的关注。2026年2月9日，人力资源社会保障 部等七部门对包括闪送在内的16家头部平台企业和快递企业开展用工行政指导，要求企业全面落实用工 主体责任，保障新就业形态劳动者权益。此外，2026年春节期间(2月11日至24日)，多家物流平台宣布 配送费用调整，但闪送未在公开信息中提及具体调价措施，而行业整体运力紧张可能间接影响运营环 境。 以上内容基于公开资料整理，不构成投资建议。 股票近期走势 闪送股价在近7天(2026年2月7日至13日)出现显著波动。根据行情数据，2月11日股价跌至60日内最低点 2.13美元，单日跌幅达31.16%；但2月12日逆势反弹，收盘价报2.81美元，单日上涨15.64%，成交量较 前一日放大约120%，而当日纳斯达克指数下跌2.03%，运输物流板块整体下跌4.97%。截至2月13日最新 数据，股价进一步上涨至2.99美元，单日涨幅6.33%，但近5日累计跌幅为25.11%，区间振幅高达 56.64%。股价波动主要受市场情绪和板块整体表现影响。 ...

Group 1 - The event titled "Winter Warmth Delivery for Express Delivery Youth" was organized by the Youth League Committee and the Youth Federation of Qinghai Province in collaboration with the Industrial and Commercial Bank of China Qinghai Branch and the Provincial Postal Administration [1] - The initiative aimed to provide care and support to frontline express delivery workers, distributing emergency kits, winter clothing, and toiletries to 40 representatives of delivery personnel [1] - The event included face-to-face interactions with delivery workers to understand their thoughts, work, and living conditions, emphasizing safety and warmth during winter [1] Group 2 - The initiative also involved visits to "Kuaiji Station" and food delivery sites, where 200 delivery workers and riders received warm items such as thermos cups, winter clothing, and couplets [1] - The program highlighted the dedication and hard work of delivery personnel, encouraging them to demonstrate youth responsibility in their roles [1]

证券代码：600233 证券简称：圆通速递 公告编号：临2026-011 圆通速递股份有限公司 2026年1月快递业务主要经营数据公告 本公司董事局及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 圆通速递股份有限公司2026年1月快递业务主要经营数据如下： 2026年2月14日 ■ 上述数据未经审计，敬请广大投资者注意投资风险。 特此公告。 圆通速递股份有限公司 董事局 ...

Company News - China Power (02380.HK) signed three independent general contracting agreements with State Nuclear Power Technology Corporation and Shandong Institute, involving a total investment of 768 million yuan [1] - Huitongda Network (09878.HK) completed the acquisition of a 25% stake in Jintongling (300091.SZ), accelerating the implementation of its "integrated production and sales" strategy [1] - CGN New Energy (01811.HK) reported a power generation of 1,647.8 GWh in January, an increase of 7.9% year-on-year [1] - R&F Properties (02777.HK) recorded a contract sales revenue of approximately 720 million yuan in January, a decrease of 8.05% year-on-year [1] - Hopson Development (00754.HK) reported a contract sales amount of approximately 591 million yuan in January, an increase of 24.95% year-on-year [1] - Aoyuan Group (01813.HK) reported contract sales of 325 million yuan in January, a decrease of 35.3% year-on-year [1] - Jianye Real Estate (00832.HK) reported a contract sales amount of 398 million yuan in January, a decrease of 31.1% year-on-year [1] Financial Performance - Shanghai Fudan (01385.HK) projected total revenue of approximately 3.982 billion yuan for 2025, a year-on-year increase of 10.92%, while net profit is expected to be around 232 million yuan, a decrease of 59.42% year-on-year [2] - Ruian Real Estate (00272.HK) issued a profit warning, expecting a net loss attributable to shareholders between 1.7 billion yuan and 1.8 billion yuan for the 2025 fiscal year [2] - YTO Express (06123.HK) issued a profit warning, anticipating a net loss of approximately 145 million to 154 million HKD for the 2025 fiscal year [3] - Baisheng Group (03368.HK) issued a profit warning, expecting a net loss attributable to shareholders of approximately 186 million yuan for the 2025 fiscal year [3] - IFBH (06603.HK) expects a year-on-year decrease in net profit of approximately 27% to 32% for 2025 [4] Strategic Developments - Yingxing Holdings (01440.HK) is exploring the establishment of its AI infrastructure and Software as a Service (SaaS) capabilities to support its AI-driven business plans [5] - Yinger International (08379.HK) has decided to focus on new business in artificial intelligence and industrial digital transformation, concentrating on technology research and commercial applications in the field of digital finance [5] - Samsonite (01910.HK) is seeking shareholder approval for a dual listing share issuance authorization [5] Buyback Activities - Xiaomi Group-W (01810.HK) repurchased 2.7 million shares for a total of approximately 98.36 million HKD, with a buyback price ranging from 36.30 to 36.48 HKD [6] - Geely Automobile (00175.HK) repurchased 1.595 million shares for approximately 26.91 million HKD, with a buyback price ranging from 16.71 to 16.98 HKD [6] - NetEase Cloud Music (09899.HK) repurchased 92,000 shares for approximately 14.96 million HKD, with a buyback price ranging from 160.3 to 166.5 HKD [6] - Kingsoft (03888.HK) repurchased 725,000 shares for approximately 19.99 million HKD, with a buyback price ranging from 27.38 to 27.76 HKD [6] Industry Performance - China Shenhua (01088.HK) reported coal sales of 33.2 million tons in January, an increase of 9.9% year-on-year, and total electricity sales of 20.96 billion kWh, an increase of 34.4% year-on-year [7] - China Southern Airlines (01055.HK) reported a year-on-year decrease of 1.10% in passenger capacity input and a decrease of 2.86% in passenger turnover, with a seat occupancy rate of 83.26%, down 1.51 percentage points year-on-year [7] - China Eastern Airlines (00670.HK) reported a year-on-year decrease of 3.54% in passenger capacity input and a decrease of 1.03% in passenger turnover, with a seat occupancy rate of 85.01%, up 2.16 percentage points year-on-year [7]

Group 1 - The core viewpoint of the article highlights that YTO Express (600233.SH) reported a revenue of 6.612 billion yuan for its express delivery products in January 2026, representing a year-on-year growth of 23.82% [1] - The total business volume reached 2.943 billion parcels, showing a year-on-year increase of 29.75% [1] - The revenue per parcel for express delivery products was 2.25 yuan, which reflects a year-on-year decline of 4.57% [1]

Core Insights - The company, YTO Express (圆通速递), reported a revenue of 6.612 billion yuan for its express delivery products in January 2026, representing a year-on-year growth of 23.82% [1] - The total business volume reached 2.943 billion parcels, which is an increase of 29.75% compared to the previous year [1] - The average revenue per parcel decreased to 2.25 yuan, reflecting a year-on-year decline of 4.57% [1]