深圳商报·读创客户端记者 肖晗 8月28日，申通快递发布2025年半年度报告。财报数据显示，上半年申通快递完成业务量123.48亿件， 同比增长20.73%，增速超过行业水平；实现营业收入250.25亿元，较去年同比增长16.02%；归属于上市 公司股东的净利润4.53亿元，同比增长3.73%。市场占有率提升至12.91%，同比上升0.15个百分点，延 续了近年来稳步上升的势头。 2025年上半年，申通快递持续加码基础设施建设智能化，转运中心自动化分拣设备514套，较上年末同 比增长超21.23%。末端网点新增自动化设备224套，总投入约1.84亿元。在末端配送环节，无人车已覆 盖全国超100城，重点打造六大核心配送场景。 这一系列投入带来的运营效率实质提升与单票成本的持续优化。数据显示，到2025年底，申通常态吞吐 产能有望突破日均9000万单。 （图为申通首个日产能千万级中心——广东揭阳新中心。受访者供图） 值得关注的是，8月22日，申通快递首个日产能千万级中心——广东揭阳新中心正式启用，将显著提升 申通在粤东地区的物流效能与服务品质。总裁王文彬到启用现场，并指出"成长与专业化升级是必然之 路！揭阳新中心 ...

Core Insights - Shentong Express has reported significant growth in its core operating data for the first half of 2025, achieving a business volume of 12.348 billion parcels, a year-on-year increase of 20.73%, surpassing industry growth rates [1] - The company generated operating revenue of 25.025 billion yuan, reflecting a year-on-year growth of 16.02%, and net profit attributable to shareholders reached 453 million yuan, up 3.73% [1] - Market share has increased to 12.91%, marking a 0.15 percentage point rise compared to the previous year, continuing a trend of steady growth [1] Digital Intelligence Strategy - The robust performance is attributed to the successful implementation of a digital intelligence strategy, with a focus on "digital intelligence + experience" as key competitive advantages [2] - The company has developed a digital twin platform called "Visible Kunlun," which enables 100% visual tracking of parcels throughout the delivery process, enhancing operational precision and response speed [2] - In the first half of 2025, Shentong Express invested in 514 automated sorting devices, a year-on-year increase of over 21.23%, and added 224 automated devices at terminal points, with a total investment of approximately 184 million yuan [2] - The company aims to achieve a daily throughput capacity of 90 million parcels by the end of 2025 [2] Flexible Service Upgrades - Beyond traditional e-commerce growth, Shentong Express is expanding its second growth curve through "differentiated products + flexible services," providing customized solutions for over 40 industries [3] - The number of large customer collaborations has increased by 80% year-on-year, and the scale of platform scattered orders has nearly doubled [3] - The supply chain service "Warehouse Alliance" has expanded to cover over 150 warehouses, achieving next-day delivery capabilities in 70% of prefecture-level cities [3] - The company's fulfillment of orders in remote areas has exceeded 100 million parcels, with a year-on-year growth of over 120% [3] Future Growth Potential - With the continuous enhancement of "digital intelligence infrastructure + flexible service capabilities," Shentong Express is positioned to capture greater growth opportunities during a critical phase of industry restructuring [4]