Core Insights - In September 2025, the company reported a total revenue of RMB 27.007 billion from its express logistics, supply chain, and international businesses, representing a year-on-year growth of 8.78% [1] - The express logistics segment alone saw a revenue increase of 14.21%, with a business volume growth of 31.81% compared to the previous year [1]

Core Insights - SF Holding reported a total revenue of 27.007 billion yuan in September, marking an 8.78% year-on-year increase, driven by the peak delivery season during the National Day and Mid-Autumn Festival [1] Revenue Breakdown - The express logistics segment generated revenue of 20.854 billion yuan, reflecting a year-on-year growth of 14.21%, with a business volume of 1.504 billion shipments, up 31.81% [1] - The supply chain and international business contributed 6.153 billion yuan in revenue [1] Service Innovations - SF Holding enhanced its service offerings for the seasonal delivery of hairy crabs, utilizing temporary collection points and specialized service teams, along with smart logistics technologies like unmanned vehicles and drones [1] - The company launched its first intelligent transfer center for hairy crabs in Suzhou, featuring an automated sorting system capable of processing over 20,000 items per hour and exceeding 400,000 items daily [1] Market Expansion Strategies - SF Holding is integrating logistics with branding and traffic, improving crab packaging to reflect local culture while enhancing freshness [3] - The company is also collaborating with e-commerce platforms to provide comprehensive logistics services, facilitating direct access for consumers in Hong Kong [3] Regional Development Initiatives - In Shaanxi, SF Holding established a three-tier delivery network to assist local fruit farmers, employing a multi-modal transport model to enhance efficiency [4] - The company is expanding its fresh produce logistics market share through tailored logistics solutions that support local industry growth [4] International Growth - SF Holding is expanding its international logistics network, recently launching a new cargo route from Ezhou to Chicago, enhancing its North American service capabilities [4] - The company’s air cargo fleet has grown to 90 aircraft, covering domestic and international markets [6] ESG Performance - SF Holding's ESG rating improved from "BBB" to "A" by MSCI, making it the first logistics company in China to achieve this rating, reflecting its commitment to environmental, social, and governance standards [6] - This strong ESG performance is expected to enhance brand credibility and support the company's long-term investment value [6]

Core Viewpoint - SF Holding (06936) reported a total revenue of RMB 27.007 billion for its express logistics, supply chain, and international business for September 2025, representing a year-on-year growth of 8.78% [1] Group 1: Express Logistics Business - Revenue from express logistics business increased by 14.21% year-on-year, with business volume growing by 31.81% [1] - The growth is attributed to the company's continuous enhancement of standard products and comprehensive logistics service capabilities, effectively meeting diverse customer logistics needs [1] - The company has optimized its market strategy to promote high-quality business growth [1] Group 2: International Business - The international freight forwarding business revenue was impacted by fluctuations in international trade and a slowdown in freight market demand, leading to a significant decline in sea freight prices compared to the same period last year [1] - Despite these challenges, the company leveraged its global network advantages and diverse product offerings to adapt to market changes and actively explore new demands [1] - Revenue from international express and cross-border e-commerce logistics business achieved rapid growth year-on-year [1]

Core Viewpoint - SF Holding (06936.HK) reported a total revenue of RMB 27.007 billion for its express logistics, supply chain, and international business for the year ending September 2025, representing a year-on-year growth of 8.78% [1] Group 1: Express Logistics Business - Revenue from the express logistics business increased by 14.21% year-on-year, with a business volume growth of 31.81% [1] - The growth is attributed to the company's continuous enhancement of standard products and comprehensive logistics service capabilities, as well as deepening its engagement in various logistics scenarios to effectively meet diverse customer needs [1] - The company has gradually optimized its market strategy to promote high-quality business growth [1] Group 2: International Business - The international freight forwarding business revenue was impacted by fluctuations in international trade and a slowdown in freight market demand, leading to a significant decline in sea freight prices compared to the same period last year [1] - Despite these challenges, the company leveraged its global network advantages and diverse product offerings to adapt to market changes and actively explore new demands, maintaining stable overall cargo volume in the international freight forwarding business [1] - Revenue from international express and cross-border e-commerce logistics experienced rapid growth year-on-year [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。 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） 2025 年 9 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2025年9月業務經 營簡報情況如下： | 項目 | | 2025年9月 | 2024年9月 | 同比變動 | | --- | --- | --- | --- | --- | | 1. | 速運物流業務 | | | | | | 營業收入 （人民幣億元） | 208.54 | 182.60 | 14.21% | | | －業務量 （億票） | 15.04 | 11.41 | 31.81% | | | －單票收入 （人民幣元） | 13.87 | 16.00 | -13.31% | | 2. | 供應鏈 ...

Core Viewpoint - SF Holding (002352.SZ) reported a total revenue of RMB 27.007 billion for its express logistics, supply chain, and international business for the year ending September 2025, representing a year-on-year growth of 8.78% [1] Group 1: Revenue Breakdown - The express logistics business revenue grew by 14.21% year-on-year [1] - The business volume for express logistics increased by 31.81% [1] Group 2: Strategic Initiatives - The company has been continuously enhancing its standard products and comprehensive logistics service capabilities [1] - SF Holding is focusing on deepening its logistics services across various production and living scenarios to effectively meet diverse customer logistics needs [1] - The company is gradually optimizing its market strategies to drive high-quality business growth [1]

Core Insights - SF Holding reported a revenue of 27.007 billion yuan in September, marking an 8.78% year-on-year increase, with express logistics revenue reaching 20.854 billion yuan, up 14.21%, and a business volume of 1.504 billion parcels, a 31.81% increase year-on-year, indicating a solid operational foundation and alignment with industry recovery trends [1] Business Innovation and Digitalization - Since September, SF Holding has expanded its logistics service scenarios, launching a "luggage-free" service in collaboration with Wuxi Airport and Suzhou Tourism Bureau, offering free round-trip delivery for the first piece of luggage under 20 kg, with delivery times as fast as 1-2 hours [2] - The company opened its first service center in an indoor ski resort in Shenzhen, focusing on customized logistics solutions for snow sports enthusiasts, including equipment storage and transportation, enhancing user experience and filling a niche in specialized logistics services [2] - SF Holding's self-developed "SF Super Brain" platform integrates big data and AI algorithms for optimal logistics operations, showcasing the company's digitalization capabilities and strategic shift from internal efficiency to external industry empowerment [3] Global Supply Chain Expansion - SF Holding has strengthened its global supply chain with the opening of the "Ezhou=Chicago" route, enhancing logistics efficiency between China and the U.S. and achieving coverage of the top three U.S. cities, thereby solidifying its presence in the North American market [4] - The recent launch of a new warehouse in Singapore marks a significant transition from cross-border transport to local operations in Southeast Asia, facilitating seamless connections between maritime and air transport resources [5] - SF Holding's ESG rating was upgraded from "BBB" to "A" by MSCI, making it the first logistics company in China to achieve this rating, reflecting its commitment to sustainable development and boosting international market confidence [6]

Core Viewpoint - SF Holding (002352.SZ) reported a total revenue of RMB 27.007 billion for its express logistics, supply chain, and international business in September 2025, representing a year-on-year growth of 8.78% [1] Group 1: Revenue Breakdown - The express logistics business generated revenue of RMB 20.854 billion, showing a year-on-year increase of 14.21% [1] - The total business volume for express logistics reached 1.504 billion parcels, reflecting a year-on-year growth of 31.81% [1] Group 2: Growth Drivers - The growth in express logistics revenue and business volume is attributed to the company's continuous enhancement of standard products and comprehensive logistics service capabilities [1] - The company has effectively deepened its engagement in various logistics scenarios related to production and daily life, meeting diverse customer logistics needs [1] - The gradual optimization of market strategies has contributed to the promotion of high-quality business growth [1]

Core Viewpoint - SF Holding (002352.SZ) reported a total revenue of RMB 27.007 billion for its express logistics, supply chain, and international business in September 2025, representing a year-on-year growth of 8.78% [1] Revenue Breakdown - The express logistics business generated revenue of RMB 20.854 billion, showing a year-on-year increase of 14.21% [1] - The business volume reached 1.504 billion parcels, which is a year-on-year growth of 31.81% [1] Growth Drivers - The growth in express logistics revenue and business volume is attributed to the company's continuous enhancement of standard products and comprehensive logistics service capabilities [1] - The company has been focusing on various logistics scenarios in production and daily life, effectively meeting diverse customer logistics needs [1] - Additionally, the company is gradually optimizing its market strategy to promote high-quality business growth [1]

顺丰控股公告，2025年9月速运物流业务收入为208.54亿元，同比增长14.21%；业务量为15.04亿票，同 比增长31.81%；单票收入为13.87元，同比下降13.31%。供应链及国际业务收入为61.53亿元，同比下降 6.30%。速运物流业务和供应链及国际业务合计收入为270.07亿元，同比增长8.78%。 ...