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圆通速递现4笔大宗交易 总成交金额2.73亿元
(原标题:圆通速递现4笔大宗交易 总成交金额2.73亿元) 两融数据显示,该股最新融资余额为2.10亿元,近5日增加1327.20万元,增幅为6.74%。(数据宝) 12月24日圆通速递大宗交易一览 | 成交量 (万股) | 成交金额 (万元) | 成交价格 (元) | 相对当日 收盘折溢价 (%) | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | 850.00 | 13379.00 | 15.74 | -5.97 | 机构专用 | 机构专用 | | 850.00 | 13379.00 | 15.74 | -5.97 | 机构专用 | 机构专用 | | 20.00 | 314.80 | 15.74 | -5.97 | 中信建投证券股份有限公司北京望京证券营业部 | 机构专用 | | 17.00 | 267.58 | 15.74 | -5.97 | 机构专用 | 机构专用 | 注:本文系新闻报道,不构成投资建议,股市有风险,投资需谨慎。 圆通速递12月24日大宗交易平台共发生4笔成交,合计成交量1737.00万股,成交金额2.73亿元。成交价 格 ...
德邦股份:公司将通过更精细化的成本管控与业务结构优化,推动业绩的改善
(编辑 楚丽君) 证券日报网讯 12月24日,德邦股份在互动平台回答投资者提问时表示,公司实际控股股东京东物流已 明确承诺,在符合相关法律法规和要求的条件下,自要约收购起五年内,将结合行业产业政策、经营市 场环境及德邦主营业务发展情况,采取包括但不限于委托运营、业务整合等具有可操作性的方式,逐步 解决同业竞争问题。德邦与京东的盈利水平差异受到宏观环境、市场定位、业务规模、经营策略等多种 因素的影响,公司将通过更精细化的成本管控与业务结构优化,推动业绩的改善。 ...
南方电网:11月消费类行业用电量同比增长6.1%
同期,制造业用电情况呈现智能化、绿色化驱动趋势。 (资料图) 在"双十一"等消费节点带动下,快递物流、仓储配送等现代物流体系用电量也实现同步攀升。 南方财经记者郑玮 广州报道 11月,南方电网经营区域铁路运输业、航空运输业、装卸搬运和仓储业用电量同比分别增长5.1%、 6.6%和4.5%。"11月份,我们日处理包裹量突破335万件,快递量较往年增长约11%。"菜鸟网络东莞麻 涌园区负责人高万辉表示。 12月24日,南方电网公布2025年前11月经营区域(广东、广西、云南、贵州、海南五省区和港澳地区) 的用电量情况。 数据显示,1-11月,南方电网经营区域用电量继续保持稳定增长态势,全社会用电量16496亿千瓦时, 同比增长5.4%。其中,11月份全社会用电量达1447亿千瓦时,当月增速与累计增速持平。 分产业看,以消费类行业为代表的服务业用电量增速亮眼。11月,南方电网经营区域消费类行业用电量 同比增长6.1%。其中,可选消费行业增长9.4%,批发和零售业用电量同比大幅增长17.2%。 11月,南方电网经营区域制造业用电量同比增长3.5%。其中,高技术及装备制造业用电量同比增长 1.1%,仪器仪表制造、专用设 ...
顺丰暖冬物流 助推云南经济“热”起来
Zhong Guo Xin Wen Wang· 2025-12-24 05:42
中新网云南新闻12月24日电 冬天树上还结桃子?冬天还有鲜花盛开?冬天还有露天蔬菜……网络平台 上北方网友的"震惊"与云南网友的"凡尔赛"此起彼伏。 冬至已过,全国大部分地区将进入最寒冷阶段。当北方的寒风裹挟着雪花席卷大地,江南的湿冷渗入骨 髓,云南却以斑斓色彩颠覆冬日边界。独特的地理位置与地形,不仅孕育出云南"一山分四季,十里不 同天"的立体气候,更是凝结出缤纷多彩的丰饶特色农产品。 冬日里的"甜蜜经济",正成为云南高原特色农业的亮眼名片。而对于高原生鲜农产品"出山难、保鲜 难、卖不远"的挑战,以顺丰为代表的快递物流企业,成为云南冬日经济蓬勃发展的关键加速器。 顺丰智慧物流驱动区域性农产品香飘世界 以云南冬季农业的明星产品蓝莓为例,顺丰通过长期投入与全面赋能,有效助力云南蓝莓实现产业级跃 升。 服务+生态协同赋能,构建产供销一体新范式 当前,云南蓝莓产业正迎来高速发展期。数据显示,云南蓝莓年产量从2020年的3万吨猛增至2024年的 17.1万吨,复合增长率高达54.5%,已成为中国蓝莓产业的核心增长极。在此过程中,高效、可靠的物 流供应链成为产业发展的关键支撑。顺丰作为深耕蓝莓寄递领域八年的物流企业,见证 ...
晶采观察丨盘点2025!这些细节里藏着中国经济底气
Yang Guang Wang· 2025-12-23 12:41
年底了,咱们不聊复杂的经济术语,一起来说说今年身边的小变化。回忆我这一年,赶过北京首店的首 发潮,刷到过哈尔滨冰雪大世界的热闹,收快递时,看到了前11月我国快递业务量超1800亿件的里程 碑,连身边的很多长辈,都坐上了银发旅游专列去看风景。 其实,这一年的经济温度就藏在这些日常里。正如中央经济工作会议在部署明年经济工作时明确指出 的,要"在质的有效提升上取得更大突破",这为"十五五"开好局、起好步提供了重要指引。那些藏在柴 米油盐里的确定性,正是支撑中国经济向上向好的坚实底气。 这一年,新变化让生活更有盼头。具身智能机器人走进卖场,从生产车间到家庭服务,让"未来生活"不 再是科幻片段;量子通信、生物制造,形成更多具有带动力的新增长点,这些科技突破都在筑牢着经济 高质量发展的根基;还有"苏超"足球赛带火的城市游,成为年轻人新宠的国潮产品……日常消费里的新 鲜感,正是中国经济活力的最好证明。 记者:王晶 编导:杜文晗 拍摄:范博韬 这一年,产业链的韧性让日子更安稳。今年以来,我国新能源汽车保有量持续提升,前11个月新能源汽 车销量达1478万辆,同比增长31.2%,这背后是上千家零部件厂商的协同发力;快递小哥穿梭 ...
华源晨会精粹20251223-20251223
Hua Yuan Zheng Quan· 2025-12-23 12:24
Group 1: Consumer Sector Insights - The central economic work conference prioritizes expanding domestic demand, with "reward economy" expected to drive consumption growth, reshaping consumer behavior and enhancing supply-side requirements [2][6] - The "reward economy" is projected to boost the emotional economy market in China, with a forecasted market size of 23,077.67 billion yuan in 2024, potentially exceeding 45,000 billion yuan by 2029 [6] - The report identifies key consumer companies listed on the Beijing Stock Exchange, including those in cultural IP, pet food, cosmetics, and food and beverage sectors, which are expected to thrive under favorable policies [6][7] Group 2: Intelligent Driving Industry - The Ministry of Industry and Information Technology has conditionally approved two L3 autonomous driving models, marking a transition from technology validation to mass production in China's autonomous vehicle industry [11] - The autonomous driving market in China reached a scale of 330.1 billion yuan in 2023, with a projected growth to nearly 450 billion yuan by 2025 [11] - Eleven companies in the intelligent driving supply chain are identified, including Audiwei and Kaiter, which are positioned to benefit from this market expansion [11][12] Group 3: Construction Materials and Fireworks - The upcoming Spring Festival has led to renewed interest in investment opportunities related to fireworks, as policies shift from prohibition to restrictions, enhancing market attention [16] - The report highlights the potential for investment in companies like Guotai Group, which may benefit from these regulatory changes [16] - The IPO market is heating up, with companies like Yuxin Semiconductor receiving approval, indicating a positive trend for the construction materials sector [17] Group 4: Logistics and Transportation - The express delivery industry saw a 5% year-on-year increase in package volume in November, with significant performance variations among major players [21] - The report notes that the average price per package for major express companies has improved, indicating a recovery in profitability within the logistics sector [21][32] - The report emphasizes the resilience of the e-commerce logistics sector, with companies like YTO Express and Shentong Express expected to benefit from ongoing demand and operational improvements [32] Group 5: Shipping and Port Operations - The report discusses the impact of U.S. sanctions on oil tankers, suggesting that compliant oil transport markets may benefit from these geopolitical developments [27] - The Shanghai export container freight index has shown an increase, indicating a positive trend in shipping rates [28] - The report highlights the potential for recovery in the shipping market, driven by OPEC+ production increases and a favorable economic environment [33]
A股晚间热点 | 高层定调“十五五”规划!要谋划新政策新举措
智通财经网· 2025-12-22 14:35
Group 1 - Premier Li Qiang emphasized the need to plan major projects that can drive overall development, aiming to accumulate new momentum for future growth and support current economic stability [1] - The focus is on developing new productive forces, promoting technological innovation, and optimizing economic structure during the 14th Five-Year Plan [1] - The government aims to overcome existing challenges through reform and innovation, ensuring that policies and measures are closely aligned with developmental needs [1] Group 2 - Goldman Sachs predicts that Chinese stocks will continue to rise, with a potential increase of 38% by the end of 2027, driven by a reassessment of the technology sector and increased household savings flowing into the stock market [2] - The bank expects corporate earnings in China to grow by 14% in the coming year and by 12% in 2027, with valuation expansion around 10% [2] - The shift in the stock market cycle from expectation-driven to profit-driven is highlighted as a key factor for future returns [2] Group 3 - The Ministry of Commerce announced temporary anti-subsidy measures on dairy products imported from the EU, with subsidy rates ranging from 21.9% to 42.7% [3] - This decision is based on the preliminary ruling regarding the subsidies provided by EU companies [3] Group 4 - NVIDIA's GB300 AI server cabinet is projected to have a shipment volume of 55,000 units next year, marking a 129% year-on-year increase, primarily driven by major companies like Microsoft and Meta [4] - The next-generation Vera Rubin 200 platform is expected to start shipping in Q4 of next year, providing ongoing growth momentum for suppliers [4] Group 5 - The draft revision of the Banking Supervision and Administration Law was submitted for review, focusing on enhancing penetrative supervision and protecting financial consumer rights [5][6] - The revision extends regulatory oversight to major shareholders and actual controllers of banking institutions, aiming to combat illegal related-party transactions [6] Group 6 - The National Medical Insurance Administration announced a centralized procurement initiative for high-value medical consumables, including urological intervention products [6] - This initiative aims to streamline procurement processes across public medical institutions and enhance cost efficiency [6] Group 7 - The draft revision of the Foreign Trade Law supports the development of digital and green trade, promoting international recognition of digital certificates and electronic signatures [7] - It also emphasizes the establishment of standards and certification systems related to green trade [7] Group 8 - The Civil Aviation Administration of China released two mandatory national standards for drones, set to take effect on May 1, 2026, aimed at promoting a safer and more orderly industry [9] - The report highlights investment opportunities in the drone industry, particularly in infrastructure maintenance and automation [9] Group 9 - Companies like Zhuoran Co. have secured significant contracts, such as a 4.033 billion yuan engineering contract, indicating positive developments in the construction sector [14] - Other companies are also planning share buybacks and expansions, reflecting a proactive approach to growth and shareholder value [14]
顺丰控股(06936.HK)披露2025年11月快递物流业务经营简报,12月22日股价下跌0.17%
Sou Hu Cai Jing· 2025-12-22 10:05
最新公告列表 《2025年11月快递物流业务经营简报》 以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成 投资建议。 截至2025年12月22日收盘,顺丰控股(06936)报收于34.9元,较前一交易日下跌0.17%。该股当日开盘 价为35.0元,盘中最高35.0元,最低34.64元,成交额达1.09亿元。近52周最高价为48.17元,最低价为 31.8元。 公司近日披露2025年11月快递物流业务经营简报。公告显示,2025年11月,顺丰速运物流业务实现营业 收入206.60亿元,同比增长9.88%;业务量为15.34亿票,同比增长20.13%;单票收入为13.47元,同比下 降8.49%。供应链及国际业务实现营业收入65.13亿元,同比增长1.86%。合计营业收入为271.73亿元, 同比增长7.85%。 公告指出,速运物流业务增长主要得益于高品质服务和稳定运营,保障了电商促销旺季的需求。国际货 运代理业务受国际贸易波动及海运价格回落影响,收入承压,但货量保持稳定;国际快递及跨境电商物 流业务收入实现较快增长。上述数据未经审计,可能与定期报告 ...
出行便 物流通 民心暖!贵州“十四五”农村客货邮融合发展成效显著
Yang Guang Wang· 2025-12-22 07:39
同时,构建县乡村三级物流体系,深化客货邮融合,大幅拓宽农村物流覆盖面。目前贵州已完成55 个县级共配中心改造、建成12137个村级服务站点。其中,15个重点支持县均已建成县级共配中心,建 成高质量村级寄递物流综合服务站点2013个,服务农村人口超540万。通过共享运力资源,推行统一分 拣、共同配送模式,在降低快递进村成本的同时提升时效,自动化、集约化分拣提升效率50%以上,企 业综合成本降低25%以上;重点支持县实现快递每周5班进村,上行快递"当日出县"。 农村流通贯通城乡、连接生产和消费,是现代流通体系的重要组成部分,也是乡村振兴的重要内 容。记者日前从贵州省政府新闻办举行的新闻发布会上获悉,"十四五"期间,贵州聚焦破解农村群众安 全便捷出行和农产品上行、工业品下行"最先和最后一公里"难题,通过试点推动、以点带面方式,多举 措深化城乡交通运输一体化(农村客货邮融合)发展,成效显著,让农村群众出行和城乡物流循环更加 畅通高效。 贵州省交通运输厅党委委员、副厅长,省邮政管理局党组书记、局长卢方毅介绍,贵州利用县乡客 运场站空闲区域改造为寄递物流中心,盘活闲置客运场站总面积约16.6万平方米,整合农村客运闲置运 ...
“每天邮寄几百件猫狗”“无需检疫证明”,宠物邮寄乱象调查
Xin Jing Bao· 2025-12-22 00:15
新京报记者调查发现,通过顺丰邮寄猫狗的情况并非个案,一些宠物卖家甚至将"通过顺丰邮寄"当作销 售噱头。 "快递到的时候就死了。"邵琳(化名)没想到,前两天还在镜头前活蹦乱跳的小猫,竟然会死在快递车 上。 邵琳说,如果早知道是这个结果,自己就不会选择在直播间下单购买。而更让邵琳不解的是,卖家为何 不使用宠物专车托运,而使用顺丰邮寄小猫? 采写 新京报调查组 实习生 申钰棋 校对 李立军 今年9月下旬,新京报记者在江苏徐州等地调查发现,作为全国重要的宠物繁育基地,徐州聚集大量销 售宠物的网络卖家,每天都有大量活体宠物通过顺丰的快递网络,与其他货物一起发往全国各地。而在 邮寄过程中,不仅可以不用填写真实的寄件人信息,也不需要寄件人提供相关检疫证明。 "采用普通快递寄递活物,违反了《中华人民共和国邮政法》和《快递暂行条例》等法律法规。"物流行 业专家、《现代物流报》社长杨达卿介绍说,根据《中华人民共和国动物防疫法》及其他相关规定,猫 和狗需要取得动物检疫证明方能运输。一些平台也有类似规定,如国内某短视频平台宠物交易售后保障 与服务指南中,也明确提到,宠物须通过航空有氧舱运输或陆运专车派送,不采用快递形式配送。 小猫死 ...