Workflow
供应链及国际业务
icon
Search documents
顺丰控股订单增长8月营收247.87亿 “共同成长”持股计划稳步推进
Chang Jiang Shang Bao· 2025-09-22 23:09
长江商报消息 ●长江商报记者 汪静 顺丰控股(002352.SZ,06936.HK)8月经营向好。 9月19日晚间,顺丰控股发布的8月经营简报显示,公司业绩延续稳健增长态势,8月营收合计247.87亿 元,同比增长7.86%。公司业务量14.06亿票,同比增长34.80%。 长江商报记者注意到,顺丰控股持续推进战略布局,深化全球基础设施布局构建自身优势。8月,公司 供应链及国际业务营收达到61.3亿元。2025年上半年,公司在鄂州货运枢纽的国际货运吞吐量较2024年 同期增长超100%。 根据半年报,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%;净利润57.38亿 元,同比增长19.37%;扣非净利润为45.51亿元,同比增长9.72%。 快递行业"反内卷行动"首月成效如何? 近日,顺丰控股披露8月经营简报,公司业绩延续稳健增长态势,8月营收合计247.87亿元,同比增长 7.86%。其中,速运业务营收186.57亿元,同比增长14.14%;业务量14.06亿票,同比增长34.80%;单票 收入13.27元;供应链及国际业务营收达到61.3亿元。 2025年上半年,中国快递行业 ...
股市必读:顺丰控股(002352)9月19日主力资金净流入6430.24万元
Sou Hu Cai Jing· 2025-09-21 17:00
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]
顺丰控股(002352)披露2025年8月快递物流业务经营简报,9月19日股价上涨1.36%
Sou Hu Cai Jing· 2025-09-19 14:38
近日,顺丰控股股份有限公司披露2025年8月快递物流业务经营简报。公告显示,2025年8月速运物流业 务营业收入186.57亿元,同比增长14.14%;业务量14.06亿票,同比增长34.80%;单票收入13.27元,同 比下降15.32%。供应链及国际业务营业收入61.30亿元,同比下降7.61%。合计营业收入247.87亿元,同 比增长7.86%。速运物流业务增长主要因公司强化标准产品及综合物流服务能力,深耕各类物流场景。 受国际贸易波动及货运市场需求趋缓影响,海运价格回落导致国际货运代理业务收入下降,但整体货量 保持稳定。国际快递及跨境电商物流业务收入同比实现较快增长。以上数据未经审计,可能与定期报告 存在差异,仅供阶段性参考。 最新公告列表 《2025年8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9月19日收盘,顺丰控股(002352)报收于41.08元,较前一交易日上涨1.36%,最新总市值 为2070.19亿元。该股当日开盘40.54元,最高41.29元,最低40.53元,成 ...
顺丰控股(002352.SZ):8月速运物流业务、供应链及国际业务合计收入247.87亿元,同比增长7.86%
Ge Long Hui A P P· 2025-09-19 11:49
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]
顺丰控股:8月快递物流业务合计收入为247.87亿元 同比增长7.86%
Group 1 - The core point of the article is that SF Holding (002352) announced a revenue of 24.787 billion yuan for its express logistics, supply chain, and international business for August 2025, representing a year-on-year growth of 7.86% [1]
顺丰控股(002352.SZ)8月速运物流业务、供应链及国际业务合计收入247.87亿元
智通财经网· 2025-09-19 10:58
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 generated revenue of RMB 18.657 billion, showing a year-on-year increase of 14.14% [1] - The business volume for express logistics reached 1.406 billion parcels, reflecting a year-on-year growth of 34.80% [1] - Revenue from supply chain and international business amounted to RMB 6.13 billion [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 focused on deepening its presence in various logistics scenarios, including manufacturing and consumer goods, effectively meeting diverse customer logistics needs [1]
顺丰控股8月速运物流业务、供应链及国际业务合计收入247.87亿元
Zhi Tong Cai Jing· 2025-09-19 10:57
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 generated revenue of RMB 18.657 billion, showing a year-on-year increase of 14.14% [1] - The business volume for express logistics reached 1.406 billion parcels, reflecting a year-on-year growth of 34.80% [1] - The supply chain and international business contributed RMB 6.13 billion in revenue [1] Group 2: Business 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 focused on deepening its presence in various logistics scenarios, including manufacturing and consumer goods, effectively meeting diverse customer logistics needs [1]
斥资5000万开启首次回购,顺丰控股回购计划终落地
Group 1 - SF Holding repurchased 1.185 million A-shares for a total amount of RMB 49.78 million, marking the first buyback since the announcement of the buyback plan in late April 2025 [1] - The buyback plan aims to repurchase shares worth between RMB 5 billion and RMB 10 billion, with a maximum price of RMB 60 per share [1] - The company's strong fundamentals support this buyback initiative [1] Group 2 - For the first half of 2025, SF Holding reported revenue of RMB 146.858 billion, a year-on-year increase of 9.26%, and a profit of RMB 6.012 billion, up 26.29% [1] - The revenue from the express and large parcel segment reached RMB 104.773 billion, growing by 8.21%, while the supply chain and international business generated RMB 35.768 billion, an increase of 8.67% [1] - The same-city instant delivery business saw a significant surge, with revenue reaching RMB 5.583 billion, a year-on-year increase of 38.77% [1] Group 3 - In terms of regional performance, revenue from mainland China was RMB 126.936 billion, up 9.43%, while Hong Kong, Macau, and Taiwan contributed RMB 4.706 billion, a growth of 4.29% [2] - Revenue from other countries and regions was RMB 15.216 billion, reflecting a year-on-year increase of 9.46% [2] - Over the past few years, SF Holding has maintained overall revenue growth, with the first half of 2022 to 2024 showing revenues of RMB 130.064 billion, RMB 124.366 billion, and RMB 134.410 billion, with respective year-on-year changes of 47.22%, -4.38%, and 8.08% [2] Group 4 - SF Holding announced a mid-term dividend plan, proposing a cash dividend of RMB 4.6 per 10 shares, totaling approximately RMB 2.32 billion, with a payout ratio of 40% [3] - The company introduced an employee stock ownership plan named "Common Growth," where the controlling shareholder will provide up to 200 million shares as equity incentives, valued at nearly RMB 9.68 billion based on the stock price at the time of the announcement [3]
顺丰控股(002352):2025年半年报点评:多元化布局下增长有韧性,期待利润率修复带来业绩弹性
Guohai Securities· 2025-09-03 13:03
Investment Rating - The investment rating for the company is "Buy" (maintained) [1][18]. Core Views - The company demonstrates resilient growth under diversified operations, with expectations for profit margin recovery to enhance earnings elasticity [2][14][15]. - The company has achieved a year-on-year revenue increase of 9.26% in H1 2025, reaching 1468.58 billion yuan, and a net profit increase of 19.37%, totaling 57.38 billion yuan [6][12]. - The report highlights the company's strategic focus on cost reduction and operational efficiency improvements through multi-network integration and operational model transformation [14][15]. Financial Performance Summary - In H1 2025, the company reported a gross margin of 13.22%, a decrease of 0.64 percentage points year-on-year, while the net profit margin increased to 3.91%, up 0.33 percentage points [8][11]. - The company processed 7.813 billion parcels in H1 2025, reflecting a 25.73% increase year-on-year, although the average revenue per parcel decreased by 12.32% to 13.97 yuan [7][12]. - The company’s revenue from various segments showed robust growth, with express delivery, economic express, and same-city instant delivery increasing by 6.8%, 14.4%, and 38.9% respectively [12][14]. Profitability and Forecast - The company is projected to achieve revenues of 3170.76 billion yuan, 3512.63 billion yuan, and 3899.48 billion yuan for the years 2025, 2026, and 2027, respectively, with a consistent growth rate of 11% [16][17]. - The forecasted net profit for the same years is 117.73 billion yuan, 136.68 billion yuan, and 158.68 billion yuan, reflecting a growth rate of 16% [17]. - The report anticipates that ongoing cost reduction initiatives and profit margin recovery will significantly enhance the company's earnings elasticity [15][17].
顺丰控股(002352):核心业务协同发展 长期投资价值显现
Xin Lang Cai Jing· 2025-09-03 00:39
Core Insights - The company reported a revenue of 146.86 billion yuan for H1 2025, representing a year-on-year increase of 9.26% [1] - The net profit attributable to shareholders reached 5.74 billion yuan, up 19.37% year-on-year, while the net profit after deducting non-recurring items was 4.55 billion yuan, reflecting a 9.72% increase [1] Business Performance - The company achieved a business volume of 7.85 billion parcels in H1 2025, marking a significant year-on-year growth of 25.7%, driven by an enhanced product matrix and improved service competitiveness [2] - Express delivery services generated revenue of 63.23 billion yuan, a 6.84% increase, accounting for 43.06% of total revenue [2] - Economic express services saw revenue of 15.16 billion yuan, up 14.38% [2] - The freight business reported revenue of 19.57 billion yuan, increasing by 11.50% [2] - Same-city instant delivery services experienced rapid growth, with revenue reaching 5.49 billion yuan, a remarkable 38.86% increase, and order volume growing over 50% year-on-year [2] - Supply chain and international business became a new growth engine, generating revenue of 34.23 billion yuan, up 9.74% [2] - The company has established 19 international routes at its air cargo hub in Ezhou, enhancing logistics connectivity [2] - Other non-logistics businesses reported a revenue of 3.33 billion yuan, down 20.81% [2] Employee Engagement and Shareholder Returns - The company introduced a 9-year "shared growth plan" to align core talent with long-term company value, involving the allocation of up to 200 million A-shares from the controlling shareholder [3] - A mid-term cash dividend of 4.6 yuan per 10 shares was announced, amounting to approximately 2.32 billion yuan, which is 40% of the net profit attributable to shareholders for H1 2025, indicating strong cash flow and financial stability [3] - The increase in dividend reflects management's confidence in future business development and commitment to enhancing long-term shareholder value [3]