交通运输-公路运输 2026 年 1 月 27 日 | ype your comment here 市场数据 | 2026 年 1 月 27 日 | | --- | --- | | 当前价格（元） | 12.86 | | 52 周价格区间（元） | 6.61-13.79 | | 总市值（百万元） | 4,031.47 | | 流通市值（百万元） | 2,825.92 | | 总股本（万股） | 31,348.90 | | 流通股（万股） | 31,347.78 | | 日均成交额（百万元） | 125.09 | | 近一月换手（%） | 99.64 | | 第一大股东 | 永锋集团有限公司 | | 公司网址 | https://www.scflyy.cn/ | | 财务数据 | 25q3 | 行业均值 | | --- | --- | --- | | 毛利率 | 18.63 | 12.19 | | 净利率 | 25.95 | 3.47 | | 净资产收益率 | 9.38 | 0.85 | | 总资产收益率 | 5.44 | 0.93 | | 资产负债率 | 38.92 | 40.32 | | 股息率 | 0.9 ...

Overview of Development - The customized passenger transport industry in China is entering a rapid development phase, with the number of routes increasing significantly and contributing to the transformation of the road passenger transport sector [1][20] - By the end of 2024, there will be 9,073 customized passenger transport routes, an increase of 2,542 routes from 2023, with an average annual growth rate of 40.8% over the past three years [20][21] - The total passenger transport volume for the year is projected to reach 130 million, representing a year-on-year increase of 29.7% [20] - The top ten provinces account for 75.4% of the total routes, with Jiangsu, Sichuan, and Shandong leading [21] Operational Characteristics - Seven major platforms serve 84.8% of the customized passenger transport routes, covering 1,042 operators and achieving a total passenger volume of 63.76 million [42][43] - The main service model is point-to-point pickup, accounting for 72.3%, while door-to-door and a mix of both account for 15.7% and 12% respectively [51] - The average daily departures for 43.3% of routes are three or fewer, while 22.8% have more than ten departures [57] - Vehicle types show a distribution of 43.7% for 7-9 seat vehicles, 20% for 10-19 seat vehicles, and 36.2% for vehicles with 20 seats or more [58] Industry Practices - Provinces like Zhejiang, Jilin, and Gansu are actively innovating in customized passenger transport, focusing on convenience and integration with other transport modes [69][70] - Zhejiang has established a "Zhe Ke Xing" brand and a passenger transport alliance, significantly increasing passenger flow and improving service quality [71][72] - Jilin has integrated customized transport services with direct routes to airports and tourist attractions, enhancing travel convenience [79][80] - Gansu is upgrading vehicle technology and standardizing services to improve operational efficiency and customer satisfaction [87][88] Service Brands - A variety of distinctive customized passenger transport service brands have emerged, including national and regional leaders like Bus Butler and Tianfu Travel, which focus on digital ecosystems and specialized routes [94][96] - Innovative brands like Convenient Fast Bus emphasize low fares and high capacity, while Didi Station Bus leverages digital advantages to offer themed routes across multiple provinces [96]