【财华社讯】圆通国际快递(06123.HK)公布，截至2025年6月30日止六个月，收益约14.14亿港元，同比 减少52.5%；公司权益股东应占亏损约6043.6万港元，同比扩大43.4%；每股基本亏损14.46港仙。不派 息。 期內，空运业务分部业绩亏损约5310万港元，2024年上半年收益约100万港元；海运业务分部业绩较 2024年同期减少约61.8%至约930万港元，2024年上半年约2420万港元；国际快递及包裹服务业务分部 业绩亏损约860万港元，2024年上半年收益约990万港元。 本文源自：财华网 ...

Core Viewpoint - YTO Express reported a revenue of 69.033 billion yuan for 2024, marking a year-on-year growth of 19.67%, with a net profit attributable to shareholders of 4.012 billion yuan, up 7.78% [1] Financial Performance - In 2024, YTO Express's express delivery business volume reached 26.573 billion pieces, a year-on-year increase of 25.32%, surpassing the industry average growth rate by 3.8 percentage points [1] - For Q1 2025, the company achieved a revenue of 17.060 billion yuan, a 10.58% increase year-on-year, with a net profit of 0.857 billion yuan [1] - The average revenue per express delivery piece decreased to 2.30 yuan in 2024, down 4.86% from 2.41 yuan in the previous year [3][4] Business Segmentation - Domestic time-sensitive products generated a revenue of 5.975 billion yuan, while international express and parcel services saw a revenue decline of 5.58% to 126 million yuan [2] - Value-added services contributed 252.945 million yuan, with a gross margin of 53.16%, and freight forwarding services generated 3.759 billion yuan, with a gross margin of 22.51% [2] Cost Management - The cost per express delivery piece decreased to 2.09 yuan, down 4.04% from the previous year, with significant reductions in transportation and operational costs [4][5] - The company reported a nearly 12% increase in the number of packages per vehicle and a nearly 10% improvement in labor efficiency by the end of 2024 [5] Strategic Initiatives - YTO Express is focusing on embracing artificial intelligence and advancing smart development, particularly in international business, which has shown limited growth [3][9] - The company plans to enhance its domestic and international networks and improve core services in international express, freight, and supply chain management [8][10] Industry Context - The express delivery industry is experiencing intense price competition, with YTO Express's single-piece revenue declining alongside competitors [6][7] - The industry is shifting towards high-quality development, emphasizing service quality over mere cost advantages [6][7]