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利润端承压,圆通速递再遭阿里系股东减持
Shen Zhen Shang Bao· 2026-01-20 09:31
Group 1 - Core viewpoint: YTO Express (600233) announced that its major shareholder, Hangzhou Haoyue Enterprise Management Co., Ltd., has completed a share reduction plan, transferring 68,450,994 shares, accounting for 2% of the company's total share capital [1][3] - The share reduction plan was initiated on October 17, 2025, with a maximum transfer of 68,450,994 shares through block trading, reflecting the shareholder's strategic and financial planning [3] - The transfer price ranged from 15.74 CNY to 16.37 CNY, with a total transaction amount of 1.089 billion CNY [3] Group 2 - Prior to this reduction, Hangzhou Haoyue held 310,244,613 shares, representing 9.06% of the total share capital, making it the third-largest shareholder of YTO Express [3] - YTO Express's second-largest shareholder is Hangzhou Alibaba Venture Capital Co., Ltd., holding 9.08% of the shares, indicating a relationship between the two entities [3] - This is not the first reduction by Hangzhou Haoyue; a previous reduction occurred on March 12, 2025, where it transferred 68,935,068 shares for a total of 847 million CNY [4] Group 3 - YTO Express reported a revenue of 54.156 billion CNY for the first three quarters of 2025, a year-on-year increase of 9.69%, but the net profit decreased by 1.83% to 2.877 billion CNY [4] - The gross margin was 8.87%, down 7.91% year-on-year, and the net margin was 5.25%, down 11.03% year-on-year [4] - The total sales, management, and financial expenses amounted to 1.08 billion CNY, accounting for 1.99% of revenue, a decrease of 10.89% year-on-year [4] Group 4 - In December 2025, YTO Express reported a revenue of 6.496 billion CNY from express products, a year-on-year increase of 7.48%, with a business volume of 2.884 billion parcels, up 9.04% [5] - However, the average revenue per parcel decreased to 2.25 CNY, down 1.43% year-on-year [5] Group 5 - As of January 20, 2026, YTO Express's stock price closed at 17.59 CNY per share, with a total market capitalization of 60.203 billion CNY [6][7] - The stock experienced a 2.75% increase on that day, with a trading volume of 349 million CNY [7]
圆通2025年12月快递业务量同比增9%
Bei Jing Shang Bao· 2026-01-19 13:12
北京商报讯(记者何倩)1月19日,圆通发布2025年12月经营简报。数据显示,圆通2025年12月快递产品 收入64.96亿元,同比增长7.48%;业务完成量28.84亿票,同比增长9.04%;快递产品单票收入2.25元, 同比下降1.43%。 ...
圆通速递(600233.SH)11月快递产品收入64.74亿元 同比增长11.08%
智通财经网· 2025-12-19 11:33
圆通速递(600233.SH)发布公告,公司2025年11月快递产品收入64.74亿元,同比增长11.08%;业务完成量 为28.86亿票,同比增长13.55%;快递产品单票收入为2.24元,同比下降2.17%。 ...
圆通速递11月快递产品收入64.74亿元 同比增长11.08%
Zhi Tong Cai Jing· 2025-12-19 11:27
圆通速递(600233)(600233.SH)发布公告,公司2025年11月快递产品收入64.74亿元,同比增长11.08%; 业务完成量为28.86亿票,同比增长13.55%;快递产品单票收入为2.24元,同比下降2.17%。 ...
圆通速递(600233) - 圆通速递股份有限公司2025年11月快递业务主要经营数据公告
2025-12-19 10:46
证券代码:600233 证券简称:圆通速递 公告编号:临 2025-071 圆通速递股份有限公司 2025 年 11 月快递业务主要经营数据如下: | 项目 | 2025 | 年 | 11 | 月 | 同比变动 | | --- | --- | --- | --- | --- | --- | | 快递产品收入(亿元) | | | | 64.74 | 11.08% | | 业务完成量(亿票) | | | | 28.86 | 13.55% | | 快递产品单票收入(元) | | | | 2.24 | -2.17% | 上述数据未经审计,敬请广大投资者注意投资风险。 圆通速递股份有限公司 2025 年 11 月快递业务主要经营数据公告 本公司董事局及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏,并对其内容的真实性、准确性和完整性承担法律责任。 圆通速递股份有限公司 董事局 2025 年 12 月 20 日 特此公告。 ...
圆通速递:11月快递产品收入64.74亿元
Xin Lang Cai Jing· 2025-12-19 10:21
圆通速递公告,2025年11月快递产品收入64.74亿元,同比增长11.08%;业务完成量为28.86亿票,同比 增长13.55%;快递产品单票收入为2.24元,同比下降2.17%。 ...
圆通速递(600233.SH)10月快递产品收入62.16亿元 同比增长8.97%
智通财经网· 2025-11-19 11:09
Group 1 - The core point of the article is that YTO Express (600233.SH) reported its main operational data for the express delivery business in October 2025, showing positive growth in revenue and business volume [1] Group 2 - In October 2025, the revenue from express products reached 6.216 billion yuan, representing a year-on-year increase of 8.97% [1] - The total business volume completed was 2.79 billion parcels, which is a year-on-year growth of 12.78% [1] - The average revenue per parcel for express products was 2.23 yuan [1]
圆通速递:10月快递收入62.16亿元,同比增长8.97%
Xin Lang Cai Jing· 2025-11-19 10:58
Core Insights - The company reported a revenue of 6.216 billion yuan from express delivery products in October 2025, representing a year-on-year growth of 8.97% [1] - The total business volume reached 2.79 billion parcels, showing a year-on-year increase of 12.78% [1] - The average revenue per parcel for express delivery products was 2.23 yuan, which reflects a year-on-year decline of 3.38% [1]
圆通速递:9月快递产品收入53.90亿元,同比增长9.82%
Ge Long Hui· 2025-10-17 12:50
Core Viewpoint - YTO Express (600233.SH) reported significant growth in its express delivery business for September, indicating a positive trend in revenue and volume [1] Financial Performance - The revenue from express products reached 5.799 billion yuan, representing a year-on-year increase of 14.89% [1] - The total business volume was 2.627 billion parcels, showing a year-on-year growth of 13.64% [1]
圆通速递:9月快递产品收入同比增长14.89%
Zheng Quan Shi Bao Wang· 2025-10-17 11:52
Core Insights - YTO Express (600233) reported significant growth in its express delivery business for September, with total revenue reaching 5.799 billion yuan, marking a year-on-year increase of 14.89% [1] - The average revenue per delivery ticket was 2.21 yuan, reflecting a year-on-year growth of 1.09% [1] - The total volume of express deliveries completed was 2.627 billion tickets, which represents a year-on-year increase of 13.64% [1]