近日，申通快递(002468.SZ)股价一路上涨，7月至今涨幅超50%。在股价一路狂飙之下，公司也成功在 资本市场成为最亮眼的存在。 根据公告数据，2025年1月至4月期间，丹鸟物流净利润亏损达2.3亿元，同期经营活动产生的现金流量 净额也亏损2.8亿元；而回看2024年全年，丹鸟物流曾实现净利润盈利2011.5万元。 申通快递表示，丹鸟物流亏损主要因为其网络搭建时间较短，业务量还处于逐步爬升阶段，前期投入以 及相关成本、费用未能得到充分分摊，规模效应难以有效发挥，盈利能力因此较弱。此外，行业传统淡 季的到来以及行业价格下行等因素，也对丹鸟物流的经营产生了不利影响。 丹鸟则以"丹鸟快递"为企业品牌获国内快递业务（信件除外）经营许可。 据了解，丹鸟物流在国内提供半日达、次晨达、送货上门等高确定性履约服务。2024年度及2025年1月 —4月，丹鸟快递日均处理高单价业务量超400万单。 在申通快递宣布收购整合之下，7月25日涨停后的申通快递出现大幅下跌，股价公司股价随后进行了大 幅反弹。 2025年8月1日收盘，申通快递收盘报价16.20元/股，当日股价逆势上涨6.23%。自7月份以来，公司股价 累计涨幅达到51 ...

Core Viewpoint - The acquisition of Zhejiang Daniao Logistics by Shentong Express marks a strategic shift from economy express services to quality express services, driven by strong performance growth and declining average ticket prices in the express delivery industry [1][2][3] Group 1: Acquisition Details - Shentong Express announced the acquisition of 100% equity in Zhejiang Daniao Logistics for 362 million yuan, which will be included in Shentong's consolidated financial statements [1] - The transaction is classified as a related party transaction due to the ownership structure involving Alibaba Group [1] Group 2: Financial Performance of Daniao Logistics - As of April 2025, Daniao Logistics reported total assets of 2.213 billion yuan and a net asset value of 222 million yuan [2] - In 2024, Daniao Logistics achieved revenue of 12.351 billion yuan with a net profit of 20.11 million yuan, but reported a loss of 23.4 million yuan in the first four months of 2025 [2] Group 3: Shentong Express's Performance and Market Context - Shentong Express reported a revenue of 47.17 billion yuan in 2024, a year-on-year increase of 15.3%, with express service revenue reaching 46.65 billion yuan, up 19.3% [2] - The average express delivery price in the industry was approximately 8.02 yuan per ticket in 2024, indicating a downward trend due to intensified market competition [3] - To counteract the pressure on ticket revenue, Shentong Express is actively exploring the quality express segment [3]