新年伊始，各大工程施工火热—— 海口：开局即冲刺，多个项目刷新"进度条" 海南日报全媒体记者 党朝峰 塔吊林立间，机械轰鸣作响，建设者们铆足干劲抢工期、赶进度，产业升级、民生改善、城市更新 等工程齐头并进……2026年是海南自贸港封关运作后的首年，新年伊始，海口作为自贸港核心引领区， 各大重点项目建设现场一片热火朝天，充分展现"开局即冲刺"的奋进姿态。 在海口江东新区总部经济区（生态CBD），京东海南供应链总部项目建设现场塔吊挥舞、机器轰 鸣，一派繁忙。目前，该项目已完成"正负零"关键节点，全面转入地上主体结构施工阶段。 "目前项目主体钢结构已经施工到三层以上，为抢抓施工黄金期，我们科学制定施工方案，优化人 员配置，确保各环节无缝衔接，预计3月实现主体结构封顶。"项目有关负责人介绍，作为京东集团布局 海南的区域中心，该项目建成后将重点承载国际业务、供应链业务及科技业务，同时为江东新区生态 CBD提供高品质配套服务，助力江东新区打造自贸港开放型经济新高地。 同样位于江东新区的海南国际智慧物贸云港项目，施工人员正有序开展室内二次结构砌筑与外墙施 工。 该项目有关负责人介绍，作为海南省重点项目和江东新区"临空经济+ ...

格隆汇12月24日丨厦门信达(000701.SZ)在互动平台表示，公司未在海南布局供应链业务。 ...

1、速运物流业务：主要包括公司的时效快递、经济快递、快运、冷运及医药、同城即时配送业务板 块。 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002352 证券简称：顺丰控股 公告编号：2025-097 顺丰控股股份有限公司 2025年11月快递物流业务经营简报 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 根据《深圳证券交易所上市公司自律监管指引第3号一一行业信息披露》的规定，顺丰控股股份有限公 司（以下简称"公司"）现披露2025年11月业务经营简报情况如下： ■ 注： 2、供应链及国际业务：主要包括公司的国际快递、国际货运及代理、供应链业务板块。 3、以上收入不含公司其他非物流业务收入。 公司2025年11月速运物流业务、供应链及国际业务合计收入为人民币271.73亿元，同比增长7.85%。其 中：（1）速运物流业务收入同比增长9.88%，业务量同比增长20.13%。公司坚持可持续健康发展的经 营基调，推进激活经营进阶机制，以高品质服务和稳定运营交付，保障客户电商促销旺季的寄递需求， 推动业务高质量增长。（2）由于国际贸易波动及货运市场需 ...

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。 （股份代號：6936） 2025年11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11月業務 經營簡報情況如下： | 項目 | | 2025年11月 | 2024年11月 | 同比變動 | | --- | --- | --- | --- | --- | | 1. | 速運物流業務 | | | | | | （人民幣億元） 營業收入 | 206.60 | 188.02 | 9.88% | | | －業務量 （億票） | 15.34 | 12.77 | 20.13% | | | （人民幣元） －單票收入 | 13.47 | 14.72 | -8.49% | | 2. | 供應鏈及國際業務 | | | | | | （人民幣億元） 營業收入 | 65.13 | 63.94 | 1.86% | ...

Core Viewpoint - SF Holding's logistics business shows strong growth in October 2025, with significant increases in revenue and package volume, reflecting broader trends in the logistics industry driven by national policies aimed at reducing costs and improving efficiency [1][3][4]. Financial Performance - In October 2025, SF Holding reported total revenue of 26.454 billion yuan, a year-on-year increase of 9.79% [3]. - The express logistics business generated revenue of 20.091 billion yuan, up 13.68% year-on-year, while supply chain and international business revenue slightly decreased by 0.93% to 6.363 billion yuan [3][4]. - For the first three quarters of 2025, the company achieved revenue of 225.26 billion yuan, a growth of 8.9%, and a net profit of 8.31 billion yuan, increasing by 9.1% [6]. Business Volume and Growth - In October, the volume of express logistics reached 1.524 billion packages, marking a 26.26% increase year-on-year, the highest in the company's history, averaging 49.16 million packages per day [1][4]. - The average revenue per package decreased to 13.18 yuan, down 9.97% year-on-year, compared to 16.26 yuan in October 2023, indicating a decline of approximately 19% over two years [4]. Market Trends and Strategic Initiatives - The logistics industry is experiencing a transformation, shifting from price competition to a focus on technology, efficiency, service, and cost control [4]. - SF Holding is advancing its supply chain integration services, positioning itself as a leading provider in the industry [4]. - The company is actively enhancing its delivery capabilities through strategic partnerships, such as collaborations with Zeiss and Meituan Health to improve its logistics network [10]. Future Outlook - SF Holding aims for stable growth in net profit for the fourth quarter of 2025, with expectations of maintaining a year-on-year increase for the full year [8].

Core Viewpoint - The company reported a total revenue of RMB 26.454 billion for October 2025, reflecting a year-on-year growth of 9.79% in its express logistics and supply chain businesses [3]. Group 1: Express Logistics Business - The express logistics business revenue grew by 13.68% year-on-year, with a business volume increase of 26.26% [3]. - The company emphasizes sustainable and healthy development, enhancing operational mechanisms to meet the delivery demands during the e-commerce promotional season, which drives high-quality business growth [3]. Group 2: Supply Chain and International Business - The international freight forwarding 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 [3]. - Despite these challenges, the company leveraged its global network and diverse product offerings to adapt to market changes, maintaining stable cargo volumes in international freight forwarding [3]. - Revenue from international express and cross-border e-commerce logistics experienced rapid growth year-on-year [3].

Core Viewpoint - The company reported a total revenue of RMB 26.454 billion for its express logistics, supply chain, and international business in October 2025, reflecting a year-on-year growth of 9.79% [1] Group 1: Express Logistics Business - Revenue from the express logistics business increased by 13.68% year-on-year, with business volume growing by 26.26% [1] - The company emphasizes sustainable and healthy development, enhancing operational mechanisms to ensure high-quality service and stable delivery during peak e-commerce promotional seasons, driving high-quality growth [1] Group 2: International Business - The international freight forwarding business faced slower revenue growth due to fluctuations in international trade and a decline in shipping prices compared to the same period last year [1] - Despite market challenges, the company leveraged its global network and diverse product offerings to adapt to market changes, maintaining stable cargo volumes in international freight forwarding [1] - Revenue from international express and cross-border e-commerce logistics experienced rapid growth year-on-year [1]

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） 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。 2025年10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10月業務 經營簡報情況如下： | 項目 | | 2025年10月 | 2024年10月 | 同比變動 | | --- | --- | --- | --- | --- | | 1. | 速運物流業務 | | | | | | 營業收入 （人民幣億元） | 200.91 | 176.73 | 13.68% | | | －業務量 （億票） | 15.24 | 12.07 | 26.26% | | | －單票收入 （人民幣元） | 13.18 | 14.64 | -9.97% | | 2. | 供應鏈 ...

Core Viewpoint - The company reported a decline in revenue and net profit for the third quarter of 2025, indicating challenges in its core business segments while also highlighting growth in its supply chain services. Financial Performance - Total assets at the end of the reporting period were 16.141 billion yuan, a decrease of 4.88% from the beginning of the year [4] - Net assets attributable to shareholders were 8.032 billion yuan, down 5.10% year-to-date [4] - The asset-liability ratio stood at 50.11%, remaining stable compared to the beginning of the year [4] Revenue Analysis - The company's operating revenue for Q3 2025 was 9.715 billion yuan, a year-on-year decrease of 1.37% [5] - Revenue from express delivery services was 434 million yuan, down 18.84% year-on-year [6] - Revenue from other businesses, primarily supply chain services, was 476 million yuan, an increase of 9.35% year-on-year [7] Cost Structure - Operating costs for Q3 2025 were 9.535 billion yuan, an increase of 4.57% year-on-year [9] - Labor costs were 4.043 billion yuan, up 9.65%, reflecting increased investment in human resources [9] - Transportation costs were 4.391 billion yuan, a slight increase of 0.78% [10] - Period expenses totaled 566 million yuan, a rise of 9.22% year-on-year [11] Profitability - The net profit attributable to shareholders was -329 million yuan, a decrease of 278.64% year-on-year [12] - The net profit after deducting non-recurring gains and losses was -328 million yuan, down 313.19% year-on-year [12] Operational Developments - The company is focusing on enhancing its large-item delivery capabilities and improving service quality [13][14] - The number of delivery vehicles increased to 28,163, with a coverage rate of 96.40% in rural areas [13] - The company has invested in automation and optimized operational processes to improve efficiency [13] Legal and Financial Adjustments - The company has recognized a provision for pending litigation amounting to 104.9968 million yuan, which will reduce the profit for the first nine months of 2025 [28][29]

Core Insights - The report highlights that the company is focusing on strengthening its core capabilities and optimizing its product structure while increasing strategic investments to enhance operational efficiency [1] Revenue Structure - The company is concentrating on the growth of its core main products, with differentiated development across various business segments, showcasing the targeted nature of its strategic layout [1] - The express delivery business generated revenue of 4.34 billion, while the supply chain business achieved revenue of 4.76 billion, reflecting a year-on-year growth of 9.35% [1] Business Resilience - The optimization of revenue structure and enhancement of business resilience stem from the company's deep focus on the large-item delivery sector, addressing pain points in the entire logistics process from collection to delivery [1] - The company has increased resource investment, upgraded tools, and optimized business processes to meet diverse market demands for large-item transportation, thereby improving customer service experience and reinforcing its competitive advantage in the large-item logistics field [1] Quality of Service - The company is committed to improving delivery quality and providing efficient and reliable logistics services, as evidenced by a year-on-year decrease in customer complaints [1] - A stable network layout under a direct sales model, continuous service quality upgrades, and enhanced customer experience collectively support the healthy growth of the company's large-item business revenue [1]