Core Insights - The intense market competition has made empowering employees, ensuring their rights, and fostering cohesion the core elements for high-quality corporate development [1] - The chairman of KuaYue Express, Hu Haijian, emphasizes a people-oriented approach, focusing on employee needs and creating a distinctive path for employee care [1][10] Employee Development - KuaYue Express has established a comprehensive training system that addresses the differentiated needs of employees at various levels, including grassroots, middle, and senior management [3] - This training system includes cultural immersion, leadership enhancement, and professional skill development, ensuring no blind spots in employee training [3] - New employees benefit from a rapid integration bridge, while existing employees have opportunities for skill iteration and career advancement [3] Employee Rights and Benefits - The company implements refined measures to safeguard employee rights, ensuring fair compensation and respect for their contributions [5] - KuaYue Express offers salaries above market rates and has introduced an innovative "one position, ten salaries" system, creating clear and fair promotion pathways for outstanding employees [5] - The company provides free accommodation for new employees and seeks collective public rental housing resources for eligible talents, significantly reducing living costs [5] Customer Service Initiatives - During the peak logistics season around the Spring Festival, KuaYue Express has adopted a customer-centric approach by waiving service fees, contrasting with competitors who charge for similar services [5] - This initiative not only alleviates customer burdens but also showcases the company's strength and commitment to service quality [5] Team Cohesion and Corporate Strength - The deep care for employees strengthens the psychological bond between the company and its workforce, forming a solid trust relationship [10] - This internal motivation supports the company in navigating fierce market competition and lays a strong human foundation for business achievements [10]

Group 1 - The trend of light travel during the Spring Festival is increasing, with travelers carrying less luggage, often opting for a suitcase and a backpack [1][4] - JD Logistics reports a significant increase in personal parcel delivery services, with a year-on-year growth of approximately 190% and over 30% compared to the same period last year [1] - The improvement of China's express delivery network has facilitated this trend, with the number of postal outlets increasing by nearly 1.5 times in the past five years, ensuring that even remote areas have access to postal services [1] Group 2 - Many travelers are purchasing specialty food items from various regions, such as lamb from Xinjiang and fresh fruits from Hainan, reflecting a growing trend in regional food consumption during the holiday [2] - The use of all-cargo aircraft by JD Logistics has significantly increased the volume of perishable goods transported, meeting the demand for fresh food during the Spring Festival [2] - The integration of cold chain technology and a comprehensive transportation network has enabled diverse food options to be available simultaneously on dining tables across China [2] Group 3 - SF Express has launched convenient logistics support for travel during the Spring Festival, offering luggage delivery services in over 20 major tourist cities [3] - By the end of January 2026, SF Express plans to have established a presence in over 500 transportation hubs and more than 300 scenic spots, collaborating with various tourism departments and leading brands [3] Group 4 - The enhancement of the express service network is gradually transforming the way people celebrate the Spring Festival, making travel increasingly convenient [4]

Core Viewpoint - The company reported a total revenue of RMB 26.86 billion for January 2026, reflecting a year-on-year growth of 2.22% in its express logistics and supply chain and international business segments [1][2]. Group 1: Business Segments - The express logistics business includes time-sensitive express, economy express, freight, cold chain, pharmaceutical, and same-city instant delivery services [1]. - The supply chain and international business primarily encompass international express, international freight and agency, and supply chain services [1]. - The company achieved a year-on-year revenue growth of 17.23% in its supply chain and international business, driven by the growth in international freight forwarding, supply chain, international express, and cross-border e-commerce logistics [2]. Group 2: Strategic Focus - The company emphasizes sustainable and healthy development, upgrading its operational mechanisms, and dynamically adjusting market strategies to meet diverse customer logistics needs and pursue high-quality business growth [1]. - Despite a decline in international shipping prices affecting the growth rate of international freight and agency business, the company leveraged its global network and diverse product offerings to adapt to market changes and seize new opportunities for enterprises going abroad [2].

Core Viewpoint - SF Holding (002352.SZ) reported a revenue of RMB 20.396 billion for its express logistics business in January, with total revenue from express logistics, supply chain, and international business reaching RMB 26.860 billion, reflecting a year-on-year growth of 2.22% [1] Group 1 - The company maintains a sustainable and healthy development approach, upgrading its operational mechanisms and dynamically adjusting market strategies to meet diverse logistics demands with high-quality services [1] - Despite a year-on-year decline in international shipping prices affecting the growth rate of international freight and agency business revenue, the company leveraged its global network and diverse product offerings to adapt to market changes and seize new opportunities for enterprises going abroad, resulting in a year-on-year increase in international freight forwarding revenue [1] - Revenue from supply chain business, international express, and cross-border e-commerce logistics maintained rapid growth, driving a year-on-year increase of 17.23% in overall supply chain and international business revenue [1]

Core Viewpoint - SF Holding (002352.SZ) reported a revenue of 20.396 billion RMB for its express logistics business in January, with a total revenue of 26.860 billion RMB from express logistics, supply chain, and international business, reflecting a year-on-year growth of 2.22% [1] Group 1: Business Performance - The company maintains a sustainable and healthy development approach, enhancing operational mechanisms and dynamically adjusting market strategies to meet diverse logistics needs with high-quality services [1] - Despite a year-on-year decline in international shipping prices affecting the growth rate of international freight and agency business revenue, the company leveraged its global network and diverse product offerings to adapt to market changes and seize new opportunities for enterprises going abroad, resulting in a year-on-year increase in international freight forwarding revenue [1] - Revenue from supply chain business, international express, and cross-border e-commerce logistics maintained rapid growth, driving a year-on-year increase of 17.23% in overall supply chain and international business revenue [1]

Core Viewpoint - The company reported a total revenue of RMB 26.86 billion for its express logistics, supply chain, and international business in January 2026, reflecting a year-on-year growth of 2.22% [1] Group 1: Business Performance - The company maintains a sustainable and healthy development approach, enhancing operational mechanisms and dynamically adjusting market strategies to meet diverse logistics needs with high-quality services [1] - Despite a year-on-year decline in international shipping prices affecting the growth rate of international freight and agency business revenue, the company leveraged its global network and diverse product offerings to adapt to market changes [1] - The revenue from the supply chain business, international express, and cross-border e-commerce logistics experienced rapid growth, contributing to a year-on-year increase of 17.23% in overall supply chain and international business revenue [1]

Core Viewpoint - The company reported a total revenue of RMB 26.86 billion for its express logistics, supply chain, and international business in January 2026, reflecting a year-on-year growth of 2.22% [1] Group 1: Business Performance - The company maintains a sustainable and healthy development approach, enhancing operational mechanisms and dynamically adjusting market strategies to meet diverse logistics needs with high-quality services [1] - Despite a year-on-year decline in international shipping prices affecting the growth rate of international freight and agency business revenue, the company leveraged its global network and diverse product offerings to adapt to market changes and seize new opportunities for enterprises going abroad, resulting in a year-on-year increase in international freight forwarding revenue [1] - Revenue from supply chain business, international express, and cross-border e-commerce logistics maintained rapid growth, driving a year-on-year increase of 17.23% in overall supply chain and international business revenue [1]

Core Viewpoint - SF Holding (002352)(06936) reported a total revenue of RMB 26.86 billion for its express logistics, supply chain, and international business in January 2026, representing a year-on-year growth of 2.22% [1] Group 1: Business Performance - The company maintains a sustainable and healthy development approach, upgrading its operational mechanisms and dynamically adjusting market strategies to meet diverse logistics needs with high-quality services [1] - Despite a year-on-year decline in international shipping prices affecting the growth rate of international freight and agency business revenue, the company leveraged its global network and diverse product offerings to adapt to market changes [1] - The revenue from the international freight forwarding business increased year-on-year, supported by the company's proactive engagement in new opportunities for enterprises going abroad [1] Group 2: Revenue Growth in Specific Segments - The supply chain business, international express, and cross-border e-commerce logistics segments experienced rapid revenue growth, contributing to a year-on-year increase of 17.23% in overall supply chain and international business revenue [1]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確 性或完整性亦不發表任何聲明，並明確表示概不就因本公告全部或任何部分內容所產生或因 依賴該等內容而引致的任何損失承擔任何責任。 1 1. 速運物流業務：主要包括公司的時效快遞、經濟快遞、快運、冷運及醫藥，及同城即時 配送業務板塊。 2. 供應鏈及國際業務：主要包括公司的國際快遞、國際貨運及代理，及供應鏈業務板塊。 3. 以上收入不含公司其他非物流業務收入。 S.F. Holding Co., Ltd. 順豐控股股份有限公司 （於中華人民共和國註冊成立的股份有限公司） （股份代號：6936） 2026 年 1 月快遞物流業務經營簡報 根據《深圳證券交易所上市公司自律監管指引第3號 —— 行業信息披露》的規 定，順豐控股股份有限公司（以下簡稱「公司」或「本公司」）現披露2026年1月業 務經營簡報情況如下： | 項目 | | 2026年1月 | 2025年1月 | 同比變動 | | --- | --- | --- | --- | --- | | 1. | 速運物流業務 | | | | | | （人民幣億元） 營業收入 | 203.96 ...

Core Viewpoint - SF Holding announced that the combined revenue from express logistics, supply chain, and international business for January 2026 is expected to be RMB 26.86 billion, representing a year-on-year growth of 2.22% [1] Group 1: Express Logistics Business - The revenue from the express logistics business is RMB 20.396 billion, showing a year-on-year decline of 1.77% [1] - The business volume reached 1.386 billion parcels, reflecting a year-on-year increase of 4.21% [1] - The revenue per parcel is RMB 14.72, which is a year-on-year decrease of 5.70% [1] Group 2: Supply Chain and International Business - The revenue from supply chain and international business is RMB 6.464 billion, indicating a year-on-year growth of 17.23% [1]