9月22日晚间，顺丰控股发布公告称，公司于近日收到公司股东及监事刘冀鲁的《告知函》。2025年9月22日，刘冀鲁与其女婿赵颖坤签署《股份转让暨一 致行动人协议》。根据该协议，刘冀鲁计划在2025年11月1日至2025年12月31日期间以大宗交易方式向赵颖坤转让公司A股股份数量不超过700万股，转让 比例不超过公司总股本的0.14%。 如果顶格转让700万股，并按顺丰控股9月22日收盘价40.32元/股计算，此次股权转让的合计金额将达2.82亿元。 公告显示，转让原因是家庭资产规划需要，转让价格按照转让时市场价格进行。本次转让前刘冀鲁持有3579.38万股，占总股本的0.71%；本次转让后，持 股降至2879.38万股，占总股本的比例降至0.57%。 | 股东名称 | 本次转让前 | | 本次转让变动 | 本次转让后 | | | --- | --- | --- | --- | --- | --- | | | 股数(股) | 占总股本 比例 | | 股数(股) | 占总股本 比例 | | 刘冀鲁 | 35,793,780 | 0.71% | -7,000,000 | 28,793,780 | 0.57% | | ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 图片来源：视觉中国 顺丰控股（002352.SZ）9月22日晚间发布公告称，公司股东及监事刘冀鲁计划在2025年11月1日至2025 年12月31日期间，以大宗交易方式向其女婿赵颖坤转让公司A股股份数量不超过700万股，转让比例不 超过公司总股本的0.14%。 如果顶格转让700万股，并按顺丰控股9月22日收盘价40.32元/股计算，此次股权转让的合计金额将达 2.82亿元。 顺丰控股2024年年报显示，刘冀鲁出生于1947年，现年78岁。其毕业于安徽大学，专业为经济管理。 1994年至2016年，刘冀鲁历任马鞍山市鼎泰金属制品公司负责人、马鞍山市鼎泰科技有限责任公司董事 长兼总经理、 马鞍山鼎泰稀土新材料股份有限公司董事长兼总经理。2016年12月至今，其任顺丰控股 监事。 目前，顺丰控股业绩较好，今年上半年业绩报告显示，报告期内，顺丰控股营业收入达1468.58亿元， 同比增长9.26%；速运物流业务件量累计达78.5亿票，同比增幅25.7%，高出上半年行业平均增速的 19.3%。 业务规模稳步扩大的同时，其盈利水平进一步改善。今年 ...

顺丰控股(002352.SZ)9月22日晚间发布公告称，公司股东及监事刘冀鲁计划在2025年11月1日至2025年 12月31日期间，以大宗交易方式向其女婿赵颖坤转让公司A股股份数量不超过700万股，转让比例不超 过公司总股本的0.14%。 顺丰控股2024年年报显示，刘冀鲁出生于1947年，现年78岁。其毕业于安徽大学，专业为经济管理。 1994年至2016年，刘冀鲁历任马鞍山市鼎泰金属制品公司负责人、马鞍山市鼎泰科技有限责任公司董事 长兼总经理、 马鞍山鼎泰稀土新材料股份有限公司董事长兼总经理。2016年12月至今，其任顺丰控股 监事。 目前，顺丰控股业绩较好，今年上半年业绩报告显示，报告期内，顺丰控股营业收入达1468.58亿元， 同比增长9.26%；速运物流业务件量累计达78.5亿票，同比增幅25.7%，高出上半年行业平均增速的 19.3%。 业务规模稳步扩大的同时，其盈利水平进一步改善。今年上半年，该公司归母净利润达57.38亿元，同 比增长19.37%；归母净利润率提升至3.9%，较上年同期提高0.3个百分点，同时，顺丰日常经营现金流 与财务结构整体保持稳健，自由现金流量净额87.4亿元，同比提升 ...

【导读】顺丰控股（002352）公告，股东刘冀鲁计划向其女婿转让不超过700万股公司A股股份 公告也显示，刘冀鲁及其一致行动人将根据家庭资产规划需要等情形决定是否实施本计划。本次内部转让计划存在转让时间、数量、交易价格的不确定 性，也存在是否按期实施完成的不确定性。 资料显示，现年78岁的刘冀鲁，毕业于安徽大学，1994年至2016年历任马鞍山市鼎泰金属制品公司负责人、马鞍山市鼎泰科技有限责任公司董事长兼总经 理、马鞍山鼎泰稀土新材料股份有限公司董事长兼总经理；2016年12月至今，任顺丰控股监事。 根据最新披露的半年报，2025年上半年，顺丰控股实现营业收入1468.58亿元，同比增长9.26%；归母净利润为57.38亿元，同比增长19.37%。 002352.SZ[顺丰控股] 2025/09/22 收 40.32 幅 -1.85%(-0.76) 开 40.88 高 40.98 低 40.17 均 40.42 量 39.30万 换 0.82% 振 1.97% 额 15.886/ 2025/01/02-2025/09/22(177日) ▼ ロ MA5 40.84 ↓↓ MA10 41.14 ↓ ↓ MA20 ...

Core Viewpoint - SF Holding (002352.SZ) announced that shareholder and supervisor Liu Jilu plans to transfer up to 7 million shares of the company's A-shares to his son-in-law Zhao Yingkun through block trading between November 1 and December 31, 2025, representing no more than 0.14% of the company's total share capital. This transfer is an internal transfer between shareholders and their concerted actors, does not involve market reduction, and will not lead to a change in the company's control [1] Summary by Relevant Sections - Shareholder Transfer Details - Liu Jilu plans to transfer up to 7 million A-shares to Zhao Yingkun [1] - The transfer period is set between November 1 and December 31, 2025 [1] - The transfer represents no more than 0.14% of the company's total share capital [1] - Nature of the Transfer - The transfer is classified as an internal transfer between shareholders and their concerted actors [1] - It does not involve a reduction in the market [1] - The transfer will not result in a change of control for the company [1]

Group 1 - The stock price of SF Holding (002352) closed at 41.08 yuan on September 19, 2025, with an increase of 1.36% and a trading volume of 398,500 shares, resulting in a transaction amount of 1.635 billion yuan [1] - On September 19, the net inflow of main funds was 64.30 million yuan, indicating a positive short-term outlook from major investors [3] - The controlling shareholder, Shenzhen Mingde Holdings, donated 200 million A-shares to the "Common Growth" shareholding plan, with a fair value of approximately 741.42 million yuan, and the transfer was completed on September 17, 2025 [1][3] Group 2 - In August 2025, the express logistics business generated revenue of 18.657 billion yuan, a year-on-year increase of 14.14%, with a business volume of 1.406 billion tickets, up 34.80% [2] - The average revenue per ticket decreased by 15.32% to 13.27 yuan, while the supply chain and international business revenue fell by 7.61% to 6.130 billion yuan [2] - Overall revenue for the company reached 24.787 billion yuan, reflecting a year-on-year growth of 7.86%, driven by enhanced standard products and comprehensive logistics service capabilities [2]

Core Viewpoint - The company reported a total revenue of RMB 24.787 billion for August 2025, reflecting a year-on-year growth of 7.86% [2]. Group 1: Business Segments - The express logistics business revenue increased by 14.14% year-on-year, with a business volume growth of 34.80%, driven by the enhancement of standard products and comprehensive logistics service capabilities [2]. - The supply chain and international business faced challenges due to 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 [2]. - Despite the challenges in international freight forwarding, the company maintained stable cargo volumes and achieved rapid growth in international express and cross-border e-commerce logistics revenue [2].

Core Viewpoint - SF Holding Co., Ltd. reported a significant increase in its express logistics business revenue for August 2025, indicating strong operational performance despite challenges in international shipping and supply chain sectors [1] Financial Performance - As of September 19, 2025, SF Holding's stock closed at 41.08 CNY, up 1.36% from the previous trading day, with a total market capitalization of 207.02 billion CNY [1] - The express logistics business generated revenue of 18.657 billion CNY in August 2025, a year-on-year increase of 14.14% [1] - The total business volume reached 1.406 billion parcels, reflecting a year-on-year growth of 34.80% [1] - The average revenue per parcel was 13.27 CNY, which represents a year-on-year decline of 15.32% [1] - The combined revenue from all business segments amounted to 24.787 billion CNY, marking a year-on-year growth of 7.86% [1] Business Segment Analysis - The growth in express logistics revenue is attributed to the company's enhanced standard products and comprehensive logistics service capabilities, as well as its focus on various logistics scenarios [1] - Revenue from supply chain and international business decreased to 6.130 billion CNY, a year-on-year decline of 7.61% [1] - The international freight forwarding business experienced a revenue drop due to fluctuations in international trade and a slowdown in freight market demand, although overall cargo volume remained stable [1] - Revenue from international express and cross-border e-commerce logistics showed rapid year-on-year growth [1]

Core Viewpoint - SF Holding (06936) reported a total revenue of RMB 24.787 billion for its express logistics, supply chain, and international business in August 2025, representing a year-on-year growth of 7.86% [1] Group 1: Revenue Breakdown - The express logistics business revenue increased by 14.14% year-on-year, with a business volume growth of 34.80%, driven by the company's continuous enhancement of standard products and comprehensive logistics service capabilities [1] - The international freight forwarding business revenue was impacted by fluctuations in international trade and a decline in shipping prices compared to the previous year, although the overall cargo volume remained stable due to the company's global network advantages and diverse product offerings [1] - Revenue from international express and cross-border e-commerce logistics experienced rapid growth year-on-year [1]

Core Viewpoint - SF Holding (002352.SZ) reported a total revenue of RMB 24.787 billion for its express logistics, supply chain, and international business in August 2025, representing a year-on-year growth of 7.86% [1] Group 1: Revenue Breakdown - The express logistics business revenue increased by 14.14% year-on-year [1] - The business volume for express logistics grew by 34.80% [1] Group 2: Business Strategy - The growth in revenue and business volume is attributed to the company's continuous enhancement of standard products and comprehensive logistics service capabilities [1] - The company has focused on deepening its presence in various logistics scenarios, including manufacturing and consumer goods, effectively meeting diverse customer logistics needs [1]