智通财经APP讯，韵达股份(002120.SZ)发布2025年半年度报告，报告期内，公司实现营业收入248.33亿 元，同比增长6.80%。实现归属于上市公司股东的净利润5.29亿元，同比下降49.19%。实现归属于上市 公司股东的扣除非经常性损益的净利润4.53亿元，同比下降45.60%。基本每股收益0.1829元。 ...

智通财经APP讯，韵达股份(002120.SZ)发布2025年半年度报告，报告期内，公司实现营业收入248.33亿 元，同比增长6.80%。实现归属于上市公司股东的净利润5.29亿元，同比下降49.19%。实现归属于上市 公司股东的扣除非经常性损益的净利润4.53亿元，同比下降45.60%。基本每股收益0.1829元。 ...

今日，极兔速递-W(01519)披露2025年中期业绩，交出一份令人瞩目的成绩单。报告期内，公司实现总收入55.0亿美元，较去年同期增长13.1%;净利润表现 尤为亮眼，同比大幅增长186.6%，达到8893.2万美元;经调整EBITDA亦同比增长24.2%，达到4.4亿美元，整体盈利能力显著增强。 业务方面，受益于东南亚核心市场的稳健贡献以及新兴市场的快速起量，上半年极兔总包裹量同比增长27.0%至139.9亿件，全球化优势不断巩固。截至2025 年6月30日，极兔已构建广泛的全球化物流网络，在全球布局约19,200个网点、239个转运中心，并投入337套自动化分拣设备，为其持续扩张提供了坚实的 运营支撑。 作为公司的核心业务领域，上半年东南亚市场表现持续亮眼：上半年包裹量同比大幅增长57.9%，达到32.3亿件;市场份额提升5.4个百分点至32.8%，连续六 年稳居行业首位，显示出极兔在该区域已建立起深厚的护城河优势。 通过有效整合多平台订单资源、充分发挥规模效应，极兔成功实现单票成本同比下降16.7%，运营效率显著提升。与此同时，非平台客户业务增长显著，进 一步优化了客户结构，带动利润率大幅提升：期内， ...

Core Viewpoint - Shentong Express reported a revenue of 25.025 billion yuan for the first half of 2025, marking a year-on-year growth of 16.02% and a net profit of 453 million yuan, up 3.73% year-on-year, despite a significant decline in cash flow from operating activities [1] Financial Performance - Revenue for the first half of 2025 reached 25.025 billion yuan, representing a 16.02% increase compared to the previous year [1] - Net profit attributable to shareholders was 453 million yuan, reflecting a year-on-year growth of 3.73% [1] - Net cash flow from operating activities was 740 million yuan, showing a decline of 59.6% year-on-year [1] Business Operations - The company completed a total express delivery volume of 12.348 billion pieces, which is a year-on-year increase of 20.73% [1] - Gross margin stood at 4.89%, down 0.87 percentage points compared to the previous year [1] - Market share increased to 12.91%, up 0.15 percentage points year-on-year [1] Infrastructure Development - Shentong Express has been enhancing its infrastructure with 514 sets of automated sorting equipment in its transfer centers, a year-on-year increase of over 21.23% [1] - The company added 224 sets of automated equipment at its end-point outlets, with a total investment of approximately 184 million yuan [1] - The use of unmanned vehicles for last-mile delivery has expanded to over 100 cities nationwide [1] - The company anticipates that by the end of 2025, its normal throughput capacity could exceed an average of 90 million packages per day [1]

Core Insights - The company reported impressive mid-year results for 2025, with total revenue reaching $5.5 billion, a year-on-year increase of 13.1%, and net profit soaring by 186.6% to $88.9 million [1] - Adjusted EBITDA also grew by 24.2% to $440 million, indicating a significant enhancement in overall profitability [1] Southeast Asia Market - The Southeast Asia market, as the company's core business area, saw a substantial package volume increase of 57.9% to 3.23 billion pieces, with market share rising by 5.4 percentage points to 32.8%, maintaining the industry leader position for six consecutive years [2] - The company achieved a 16.7% reduction in single-package costs through effective resource integration and scale efficiency, leading to a 74.0% increase in adjusted EBIT to $230 million, making it a key profit source [2] China Market - In the Chinese market, despite facing pricing pressures, the company managed to reduce single-package costs by 10.3%, effectively countering the decline in single-package revenue [3] - Revenue in China reached approximately $3.14 billion, a 4.6% year-on-year growth, with adjusted EBITDA at $160 million; package volume increased by 20% to 10.6 billion pieces, raising market share to 11.1% [3] - The company is actively improving its customer structure by targeting high-quality clients, exemplified by its partnership with the "Gobi Challenge" event, enhancing brand influence and customer base [3] New Markets - The new market segment experienced a pivotal turning point, with revenue growing by 24.3% to $360 million and adjusted EBITDA turning profitable at $1.57 million, indicating a shift to sustainable growth [5] - Package volume in new markets, including Saudi Arabia, UAE, Mexico, Brazil, and Egypt, increased by 21.7% to 17 million pieces, with collaborations with major e-commerce platforms enhancing market penetration [5] Overall Performance - The company's mid-year performance reflects strong growth across all segments, with a solidified leading position in Southeast Asia, resilience in the competitive Chinese market, and a profitable turnaround in new markets [5] - Several brokerages have expressed optimistic forecasts for the company's future, highlighting its competitive advantages and potential for significant growth in the Southeast Asian express delivery market [6]

深圳商报·读创客户端记者 肖晗 8月28日，申通快递发布2025年半年度报告。财报数据显示，上半年申通快递完成业务量123.48亿件， 同比增长20.73%，增速超过行业水平；实现营业收入250.25亿元，较去年同比增长16.02%；归属于上市 公司股东的净利润4.53亿元，同比增长3.73%。市场占有率提升至12.91%，同比上升0.15个百分点，延 续了近年来稳步上升的势头。 2025年上半年，申通快递持续加码基础设施建设智能化，转运中心自动化分拣设备514套，较上年末同 比增长超21.23%。末端网点新增自动化设备224套，总投入约1.84亿元。在末端配送环节，无人车已覆 盖全国超100城，重点打造六大核心配送场景。 这一系列投入带来的运营效率实质提升与单票成本的持续优化。数据显示，到2025年底，申通常态吞吐 产能有望突破日均9000万单。 （图为申通首个日产能千万级中心——广东揭阳新中心。受访者供图） 值得关注的是，8月22日，申通快递首个日产能千万级中心——广东揭阳新中心正式启用，将显著提升 申通在粤东地区的物流效能与服务品质。总裁王文彬到启用现场，并指出"成长与专业化升级是必然之 路！揭阳新中心 ...

本报讯(记者袁传玺)8月29日，全球物流服务运营商极兔速递环球有限公司(以下简称"极兔"或"公司")公 布2025年中期业绩。上半年，极兔凭借在各市场的强劲业务增长和运营的持续优化，实现稳健的财务表 现。随着业务量的强劲增长，东南亚和新市场的收入贡献持续提升，上半年公司总收入达到55.0亿美 元，同比增长13.1%。其中，核心业务快递服务收入为53.4亿美元，同比增长12.7%。 公司各项业务指标持续向好，实现净利润8893.2万美元，相较去年同期的3102.6万美元，同比大幅飙升 186.6%。经调整净利润为1.6亿美元，同比增长147.1%。经调整EBITDA达到4.4亿美元，同比增长 24.2%；经调整EBIT达到2.0亿美元，同比增长65.4%，展现出公司强劲且可持续的盈利能力。 上半年，极兔总包裹量同比增长27%至139.9亿件，各市场规模持续扩张。其中，东南亚市场包裹量同 比飙升57.9%至32.3亿件，市场份额大幅增长至32.8%；中国市场包裹量同比增长20.0%至106亿件；新市 场(包括沙特阿拉伯、阿联酋、墨西哥、巴西及埃及)包裹量同比增长21.7%至1.7亿件。 极兔首席财务官郑世强表示： ...

2025年8月29日15:30 - 16:30，申通快递举行业绩说明会，通过电话会议形式，接待了长江证券、广发基 金、嘉实基金等77家机构的105位投资者。公司副总经理兼财务负责人梁波、董事会秘书郭林、IR负责 人何敏参与接待。 会上，公司管理层介绍了2025年半年度经营情况，并就投资者关心的问题进行回复。 2025年上半年经营亮点与财务表现 2025年上半年，国内线上消费增势良好，带动快递行业发展动力强劲。国家邮政局数据显示，上半年我 国快递业务量累计完成956.4亿件，同比增长19.3%；业务收入完成7,187.8亿元，同比增长10.1%。 在此背景下，申通快递上半年业务量完成123.5亿件，同比增长20.7%，市占率达12.91%，同比提升0.15 个百分点，二季度业务量65.4亿件，同比增长15.95%，市占率为12.95%。 财务数据方面，公司实现营业收入250.2亿元，同比增长16.0%，其中快递收入246.9亿元，同比增长 15.7%，单票快递收入2.00元，同比下降0.09元。营业成本236.7亿元，同比增长16.8%，其中快递成本 234.9亿元，同比增长16.7% 。归母净利润4.53亿元 ...

格隆汇8月29日丨韵达股份(002120.SZ)公布2025年半年度报告，上半年公司实现营业收入248.33亿元， 同比增长6.80%；归属于上市公司股东的净利润5.29亿元，同比下降49.19%；归属于上市公司股东的扣 除非经常性损益的净利润4.53亿元，同比下降45.60%；基本每股收益0.1829元。 ...

Core Viewpoint - Yunda Holdings demonstrated significant growth in its express delivery business in the first half of 2025, achieving a business volume of 12.726 billion packages, a year-on-year increase of 16.5%, despite a nearly 8% decline in industry prices [1] Group 1: Business Performance - The company reported a revenue of 24.833 billion yuan, reflecting a year-on-year growth of 6.8% [1] - Net profit attributable to shareholders reached 529 million yuan, showcasing resilience in a challenging pricing environment [1] Group 2: Technological Empowerment - Yunda has deepened its "technology empowerment" strategy, actively advancing the construction of smart transfer centers, with 71 hubs and 1,926 grid warehouses currently operational [3] - The deployment of over 500 delivery drones and vehicles across more than 150 locations has enhanced last-mile delivery capabilities [3] - The company has implemented four digital management tools to meet diverse service needs of merchants, customers, and consumers [3] Group 3: Rural Revitalization Initiatives - Yunda has accelerated its "Two In, One Out" project, adding 1,300 new township outlets and achieving over 99.8% coverage in county-level areas [5] - The number of end-store stations has increased to 97,000, with some locations offering 24-hour self-service pickup [5] - The "Smart Orange Network" service product has improved logistics for agricultural products, significantly increasing farmers' incomes [5] Group 4: Service Quality Enhancement - The company has elevated service quality to a strategic level, establishing multiple task forces for e-commerce platforms to enhance service delivery [7] - Investments in automated sorting equipment and the introduction of smart delivery resources have improved package delivery efficiency and customer satisfaction [7] - Yunda aims to transition from price competition to value competition within the industry through its strategic initiatives [7]