11月17日，申通快递跌2.76%，成交额2.67亿元。两融数据显示，当日申通快递获融资买入额3453.61万 元，融资偿还3308.24万元，融资净买入145.37万元。截至11月17日，申通快递融资融券余额合计6.64亿 元。 融券方面，申通快递11月17日融券偿还8200.00股，融券卖出3400.00股，按当日收盘价计算，卖出金额 5.16万元；融券余量10.87万股，融券余额164.90万元，超过近一年70%分位水平，处于较高位。 资料显示，申通快递股份有限公司位于上海市青浦区重固镇北青公路6598弄25号，成立日期2001年11月 1日，上市日期2010年9月8日，公司主营业务涉及国内快递、普通货运、货物运输代理、仓储服务、装 卸服务在内的快递物流综合服务。主营业务收入构成为：快递服务收入98.67%，其他业务1.33%。 机构持仓方面，截止2025年9月30日，申通快递十大流通股东中，香港中央结算有限公司位居第六大流 通股东，持股3107.12万股，相比上期减少1214.07万股。天弘永利债券A（420002）退出十大流通股东 之列。 责任编辑：小浪快报 融资方面，申通快递当日融资买入3453. ...

Core Points - On November 11, Shentong Express experienced a decline of 0.45% with a trading volume of 219 million yuan [1] - As of November 11, the total margin balance for Shentong Express was 677 million yuan, with a net margin purchase of 2.96 million yuan on that day [1][2] - For the period from January to September 2025, Shentong Express reported a revenue of 38.57 billion yuan, reflecting a year-on-year growth of 15.17% [2] Financing Summary - On November 11, Shentong Express had a margin purchase of 28.61 million yuan, with a current margin balance of 676 million yuan, accounting for 2.90% of its market capitalization [1] - The margin balance is above the 90th percentile of the past year, indicating a high level of margin activity [1] - The margin repayment on the same day was 25.65 million yuan, with a margin sell of 4,800 shares, amounting to 74,300 yuan at the closing price [1] Shareholder and Dividend Information - As of September 30, the number of shareholders for Shentong Express was 40,700, a decrease of 4.36% from the previous period [2][3] - The company has distributed a total of 1.614 billion yuan in dividends since its A-share listing, with 131 million yuan distributed in the last three years [3] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 31.07 million shares, a decrease of 12.14 million shares from the previous period [3]

Core Viewpoint - Shentong Express is a leading player in the domestic express delivery industry, with a comprehensive logistics network and strong transportation capabilities. The company is focusing on expanding its product matrix and improving service quality through strategic acquisitions and cost control measures [1][5]. Group 1: Business Performance - In Q3 2025, Shentong Express achieved a revenue of 38.57 billion yuan, ranking third in the industry, behind SF Express and YTO Express, with their revenues being 225.26 billion yuan and 54.16 billion yuan respectively [2]. - The net profit for the same period was 755 million yuan, also ranking third, significantly lower than SF Express's 8.72 billion yuan and YTO Express's 2.84 billion yuan [2]. Group 2: Financial Ratios - As of Q3 2025, Shentong Express had a debt-to-asset ratio of 63.10%, an increase from 61.52% year-on-year, which is higher than the industry average of 48.13% [3]. - The gross profit margin was 5.68%, slightly down from 5.82% year-on-year, and below the industry average of 7.69% [3]. Group 3: Executive Compensation - The chairman, Chen Dejun, received a salary of 1.81 million yuan in 2024, unchanged from the previous year. The general manager, Wang Wenbin, saw an increase in salary to 6.35 million yuan, up by 1.20 million yuan from 2023 [4]. Group 4: Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 4.36% to 40,700, while the average number of shares held per shareholder increased by 2.81% to 36,100 shares [5]. - The company is expected to see a net profit growth from 1.37 billion yuan in 2025 to 2.29 billion yuan in 2027, with corresponding EPS increasing from 0.89 yuan to 1.50 yuan [5].

10月29日，申通快递盘中上涨2.16%，截至10:14，报15.58元/股，成交1.33亿元，换手率0.59%，总市值 238.50亿元。 申通快递今年以来股价涨54.81%，近5个交易日涨0.71%，近20日跌17.08%，近60日涨6.42%。 今年以来申通快递已经1次登上龙虎榜，最近一次登上龙虎榜为7月25日，当日龙虎榜净买入1411.43万 元；买入总计1.63亿元 ，占总成交额比20.47%；卖出总计1.49亿元 ，占总成交额比18.69%。 资料显示，申通快递股份有限公司位于上海市青浦区重固镇北青公路6598弄25号，成立日期2001年11月 1日，上市日期2010年9月8日，公司主营业务涉及国内快递、普通货运、货物运输代理、仓储服务、装 卸服务在内的快递物流综合服务。主营业务收入构成为：快递服务收入98.67%，其他业务1.33%。 申通快递所属申万行业为：交通运输-物流-快递。所属概念板块包括：快递概念、智慧物流、大数据、 阿里概念、中盘等。 截至9月30日，申通快递股东户数4.07万，较上期减少4.36%；人均流通股36082股，较上期增加2.81%。 2025年1月-9月，申通快递实现营 ...

Core Insights - Shentong Express experienced a slight decline of 0.06% in stock price on September 30, with a trading volume of 378 million yuan [1] - The company reported a financing buy-in amount of 51.88 million yuan and a net financing buy of 15.10 million yuan on the same day [1][2] - As of June 30, Shentong Express achieved a revenue of 25.02 billion yuan, marking a year-on-year growth of 16.02% [2] Financing Overview - On September 30, the total financing and securities lending balance for Shentong Express reached 501 million yuan, which is 1.85% of its circulating market value [1] - The financing balance is above the 90th percentile of the past year, indicating a high level of financing activity [1] - The securities lending data shows a repayment of 47,700 shares and a remaining balance of 128,520 yuan, also above the 70th percentile of the past year [1] Shareholder and Dividend Information - As of June 30, the number of shareholders increased by 11.27% to 42,500, while the average circulating shares per person decreased by 10.13% [2] - Since its A-share listing, Shentong Express has distributed a total of 1.614 billion yuan in dividends, with 131 million yuan distributed in the last three years [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which reduced its holdings by 19.72 million shares [2]

Core Viewpoint - Shentong Express has shown a mixed performance in terms of stock trading and financial metrics, with notable increases in revenue and shareholder numbers, but also high levels of financing and short-selling activity [1][2]. Group 1: Stock Performance - On September 24, Shentong Express's stock fell by 0.05%, with a trading volume of 455 million yuan [1]. - The financing buy-in amount for Shentong Express on the same day was 63.2 million yuan, while the financing repayment was 55.1 million yuan, resulting in a net financing buy of 8.1 million yuan [1]. - As of September 24, the total financing and securities lending balance for Shentong Express was 462 million yuan [1]. Group 2: Financing and Short Selling - The current financing balance for Shentong Express is 459 million yuan, accounting for 1.62% of its market capitalization, which is above the 70th percentile of the past year [1]. - On September 24, Shentong Express repaid 19,700 shares in securities lending and sold 38,200 shares, with a selling amount of 717,400 yuan [1]. - The securities lending balance is 2.8 million yuan, which exceeds the 90th percentile of the past year, indicating a high level of short-selling activity [1]. Group 3: Financial Performance - For the first half of 2025, Shentong Express reported a revenue of 25.0 billion yuan, representing a year-on-year growth of 16.02% [2]. - The net profit attributable to shareholders for the same period was 453 million yuan, reflecting a year-on-year increase of 3.73% [2]. - Since its A-share listing, Shentong Express has distributed a total of 1.6 billion yuan in dividends, with 131 million yuan distributed in the last three years [2]. Group 4: Shareholder Information - As of June 30, 2025, the number of shareholders for Shentong Express increased to 42,500, up by 11.27% from the previous period [2]. - The average number of circulating shares per shareholder decreased by 10.13% to 35,095 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 43.2 million shares, a decrease of 19.7 million shares from the previous period [2].

Company Overview - Shentong Express Co., Ltd. is located in Qingpu District, Shanghai, and was established on November 1, 2001. The company was listed on September 8, 2010, and its main business includes domestic express delivery, general freight, cargo transportation agency, warehousing services, and unloading services [1]. Stock Performance - On September 4, Shentong Express's stock price increased by 2.06%, reaching 16.84 CNY per share, with a trading volume of 130 million CNY and a turnover rate of 0.54%. The total market capitalization is 25.779 billion CNY [1]. - Year-to-date, the stock price has risen by 67.33%, but it has decreased by 8.48% over the last five trading days and by 3.00% over the last 20 days. Over the past 60 days, the stock has increased by 45.80% [1]. Financial Performance - For the first half of 2025, Shentong Express reported a revenue of 25.025 billion CNY, representing a year-on-year growth of 16.02%. The net profit attributable to shareholders was 453 million CNY, with a year-on-year increase of 3.73% [2]. Shareholder Information - As of June 30, 2025, the number of shareholders for Shentong Express was 42,500, an increase of 11.27% from the previous period. The average number of circulating shares per person decreased by 10.13% to 35,095 shares [2]. - The company has distributed a total of 1.614 billion CNY in dividends since its A-share listing, with 131 million CNY distributed over the past three years [3]. Institutional Holdings - As of June 30, 2025, Hong Kong Central Clearing Limited is the fifth-largest circulating shareholder, holding 43.2118 million shares, a decrease of 19.7221 million shares from the previous period. Tianhong Yongli Bond A is the tenth-largest circulating shareholder, holding 10.2646 million shares, down by 2.1548 million shares [3].

Group 1 - The core viewpoint of the news highlights the recent performance and financial metrics of Shentong Express, including stock price fluctuations and trading volumes [1][2] - On August 29, Shentong Express's stock dropped by 5.38%, with a trading volume of 617 million yuan, indicating significant market activity [1] - The financing data shows that on the same day, Shentong Express had a net financing purchase of 346,700 yuan, with a total financing balance of 542 million yuan, which is 2.06% of its market capitalization [1] Group 2 - As of June 30, the number of shareholders for Shentong Express increased by 11.27% to 42,500, while the average circulating shares per person decreased by 10.13% to 35,095 shares [2] - For the first half of 2025, Shentong Express reported a revenue of 25.025 billion yuan, reflecting a year-on-year growth of 16.02%, and a net profit attributable to shareholders of 453 million yuan, up 3.73% year-on-year [2] - The company has distributed a total of 1.614 billion yuan in dividends since its A-share listing, with 131 million yuan distributed over the past three years [2]