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股市必读:顺丰控股(002352)9月19日主力资金净流入6430.24万元
Sou Hu Cai Jing· 2025-09-21 17:00
Group 1 - The stock price of SF Holding (002352) closed at 41.08 yuan on September 19, 2025, with an increase of 1.36% and a trading volume of 398,500 shares, resulting in a transaction amount of 1.635 billion yuan [1] - On September 19, the net inflow of main funds was 64.30 million yuan, indicating a positive short-term outlook from major investors [3] - The controlling shareholder, Shenzhen Mingde Holdings, donated 200 million A-shares to the "Common Growth" shareholding plan, with a fair value of approximately 741.42 million yuan, and the transfer was completed on September 17, 2025 [1][3] Group 2 - In August 2025, the express logistics business generated revenue of 18.657 billion yuan, a year-on-year increase of 14.14%, with a business volume of 1.406 billion tickets, up 34.80% [2] - The average revenue per ticket decreased by 15.32% to 13.27 yuan, while the supply chain and international business revenue fell by 7.61% to 6.130 billion yuan [2] - Overall revenue for the company reached 24.787 billion yuan, reflecting a year-on-year growth of 7.86%, driven by enhanced standard products and comprehensive logistics service capabilities [2]
顺丰控股(002352)披露2025年8月快递物流业务经营简报,9月19日股价上涨1.36%
Sou Hu Cai Jing· 2025-09-19 14:38
近日,顺丰控股股份有限公司披露2025年8月快递物流业务经营简报。公告显示,2025年8月速运物流业 务营业收入186.57亿元,同比增长14.14%;业务量14.06亿票,同比增长34.80%;单票收入13.27元,同 比下降15.32%。供应链及国际业务营业收入61.30亿元,同比下降7.61%。合计营业收入247.87亿元,同 比增长7.86%。速运物流业务增长主要因公司强化标准产品及综合物流服务能力,深耕各类物流场景。 受国际贸易波动及货运市场需求趋缓影响,海运价格回落导致国际货运代理业务收入下降,但整体货量 保持稳定。国际快递及跨境电商物流业务收入同比实现较快增长。以上数据未经审计,可能与定期报告 存在差异,仅供阶段性参考。 最新公告列表 《2025年8月快递物流业务经营简报》 以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成 投资建议。 截至2025年9月19日收盘,顺丰控股(002352)报收于41.08元,较前一交易日上涨1.36%,最新总市值 为2070.19亿元。该股当日开盘40.54元,最高41.29元,最低40.53元,成 ...
顺丰控股(06936)8月速运物流业务、供应链及国际业务合计收入为247.87亿元,同比增长7.86%
Zhi Tong Cai Jing· 2025-09-19 11:49
Core Viewpoint - SF Holding (06936) reported a total revenue of RMB 24.787 billion for its express logistics, supply chain, and international business in August 2025, representing a year-on-year growth of 7.86% [1] Group 1: Revenue Breakdown - The express logistics business revenue increased by 14.14% year-on-year, with a business volume growth of 34.80%, driven by the company's continuous enhancement of standard products and comprehensive logistics service capabilities [1] - The international freight forwarding business revenue was impacted by fluctuations in international trade and a decline in shipping prices compared to the previous year, although the overall cargo volume remained stable due to the company's global network advantages and diverse product offerings [1] - Revenue from international express and cross-border e-commerce logistics experienced rapid growth year-on-year [1]
顺丰控股(002352.SZ):8月速运物流业务、供应链及国际业务合计收入247.87亿元,同比增长7.86%
Ge Long Hui A P P· 2025-09-19 11:49
Core Viewpoint - SF Holding (002352.SZ) reported a total revenue of RMB 24.787 billion for its express logistics, supply chain, and international business in August 2025, representing a year-on-year growth of 7.86% [1] Group 1: Revenue Breakdown - The express logistics business revenue increased by 14.14% year-on-year [1] - The business volume for express logistics grew by 34.80% [1] Group 2: Business Strategy - The growth in revenue and business volume is attributed to the company's continuous enhancement of standard products and comprehensive logistics service capabilities [1] - The company has focused on deepening its presence in various logistics scenarios, including manufacturing and consumer goods, effectively meeting diverse customer logistics needs [1]
顺丰控股:8月快递物流业务合计收入为247.87亿元 同比增长7.86%
Group 1 - The core point of the article is that SF Holding (002352) announced a revenue of 24.787 billion yuan for its express logistics, supply chain, and international business for August 2025, representing a year-on-year growth of 7.86% [1]
顺丰控股(002352.SZ)8月速运物流业务、供应链及国际业务合计收入247.87亿元
智通财经网· 2025-09-19 10:58
Core Viewpoint - SF Holding (002352.SZ) reported a total revenue of RMB 24.787 billion for its express logistics, supply chain, and international business in August 2025, representing a year-on-year growth of 7.86% [1] Group 1: Revenue Breakdown - The express logistics business generated revenue of RMB 18.657 billion, showing a year-on-year increase of 14.14% [1] - The business volume for express logistics reached 1.406 billion parcels, reflecting a year-on-year growth of 34.80% [1] - Revenue from supply chain and international business amounted to RMB 6.13 billion [1] Group 2: Growth Drivers - The growth in express logistics revenue and business volume is attributed to the company's continuous enhancement of standard products and comprehensive logistics service capabilities [1] - The company has focused on deepening its presence in various logistics scenarios, including manufacturing and consumer goods, effectively meeting diverse customer logistics needs [1]
顺丰控股8月速运物流业务、供应链及国际业务合计收入247.87亿元
Zhi Tong Cai Jing· 2025-09-19 10:57
Core Viewpoint - SF Holding (002352.SZ) reported a total revenue of RMB 24.787 billion for its express logistics, supply chain, and international business in August 2025, representing a year-on-year growth of 7.86% [1] Group 1: Revenue Breakdown - The express logistics business generated revenue of RMB 18.657 billion, showing a year-on-year increase of 14.14% [1] - The business volume for express logistics reached 1.406 billion parcels, reflecting a year-on-year growth of 34.80% [1] - The supply chain and international business contributed RMB 6.13 billion in revenue [1] Group 2: Business Drivers - The growth in express logistics revenue and business volume is attributed to the company's continuous enhancement of standard products and comprehensive logistics service capabilities [1] - The company has focused on deepening its presence in various logistics scenarios, including manufacturing and consumer goods, effectively meeting diverse customer logistics needs [1]
顺丰控股半年送件78.5亿票赚57亿 二季度1094只基金加仓陆股通跟进
Chang Jiang Shang Bao· 2025-09-02 00:09
Core Viewpoint - SF Holding (顺丰控股) achieved record-high operating performance in the first half of 2025, with significant growth in revenue and net profit, indicating strong resilience in a competitive market [2][3][6]. Financial Performance - In the first half of 2025, SF Holding reported operating revenue of 1468.58 billion yuan, a year-on-year increase of over 9% [2][3]. - The net profit attributable to shareholders reached approximately 57 billion yuan, reflecting a year-on-year growth of over 19% [2][3]. - The company has achieved four consecutive quarters of net profit growth since mid-2022 [6]. Operational Metrics - Total parcel volume reached 7.85 billion, representing a year-on-year increase of 25.7%, outpacing the overall growth rate of the express delivery industry [2][7]. - Revenue from express logistics business was 109.3 billion yuan, up 10.4% year-on-year, with a notable acceleration in growth in the second quarter [7]. Cost Management and Efficiency - The company has implemented structural cost reduction measures, leading to a decrease in average operating costs per parcel [9]. - SF Holding continues to optimize its operational model and enhance efficiency through technology, including automation and intelligent logistics solutions [9]. Financial Health - As of June 30, 2025, the company's debt-to-asset ratio was 51.35%, a decrease of 0.79 percentage points from the end of 2024 [10]. - The company reported a free cash inflow of 8.74 billion yuan in the first half of 2025, with total cash and cash equivalents amounting to 47.67 billion yuan [10]. Market Sentiment - Capital markets show strong confidence in SF Holding, with 1,130 funds holding approximately 488 million shares, marking a five-year high [2][10]. - In the second quarter of 2025, 1,094 funds increased their holdings by about 250 million shares [10].
顺丰控股(002352):量本利正循环延续,激活经营再加码
HTSC· 2025-08-29 12:54
Investment Rating - The investment rating for the company is "Buy" (maintained) with a target price of HKD 57.90 and RMB 57.50 [7][8]. Core Views - The company reported a revenue of RMB 146.86 billion for the first half of 2025, representing a year-on-year increase of 9.3%, and a net profit attributable to shareholders of RMB 5.74 billion, up 19.4% year-on-year [1]. - The company is focusing on operational transformation and resource investment to enhance logistics volume and revenue, achieving a year-on-year growth of 31.2% in logistics volume and 13.2% in revenue in Q2 2025, both exceeding industry averages [1][2]. - The company is strategically positioning itself to capture opportunities in international logistics and supply chain restructuring, aiming to become a comprehensive logistics leader [1][3]. Domestic Operations - In the domestic market, the core express business volume increased by 25.7% to 7.85 billion parcels, while the average revenue per parcel decreased by 12.2% to RMB 14.00 [2]. - Revenue from same-city instant delivery surged by 38.9% to RMB 5.49 billion, driven by high external demand and internal efficiency improvements [2]. - The cold chain and pharmaceutical segments also saw revenue growth of 15.3% to RMB 5.84 billion [2]. International Operations - Despite external trade policy disruptions, the company's supply chain and international business revenue grew by 9.7% to RMB 34.23 billion, with a significant reduction in losses compared to the previous year [3]. - The company achieved a net profit of RMB 4.3 billion on a comparable basis, marking a year-on-year increase of 178% after excluding certain losses [3]. Management and Employee Initiatives - The company implemented a "shared growth" employee stock ownership plan, aiming to enhance operational engagement and align long-term goals among key personnel [4]. - The logistics and freight forwarding business gross profit increased by 3.9% to RMB 18.74 billion, although the gross margin declined by 0.8 percentage points to 13.1% due to increased resource investments [4]. Profit Forecast and Valuation - The company adjusted its net profit forecasts for 2025-2027 to RMB 11.78 billion, RMB 14.18 billion, and RMB 16.00 billion, respectively, with corresponding EPS estimates of RMB 2.34, RMB 2.81, and RMB 3.17 [5]. - The company is assigned an EV/EBITDA multiple of 8.0x for A-shares and 7.4x for H-shares, reflecting its competitive positioning and growth potential [5].
豪掷2亿股与员工共同成长,顺丰王卫的逻辑是什么?
Sou Hu Cai Jing· 2025-08-29 09:48
Core Insights - SF Holding's Chairman Wang Wei emphasizes the importance of employees and talent in the company's growth strategy, showcasing a commitment to shared success with staff [3][6] - The company reported impressive financial results for the first half of 2025, with revenue reaching 146.858 billion yuan, a year-on-year increase of 9.26%, and net profit of 5.738 billion yuan, up 19.37% [3] - SF Holding introduced a "Shared Growth Stock Ownership Plan" that allows employees to receive up to 200 million A-shares without any investment, highlighting the company's focus on long-term talent engagement [5][6] Financial Performance - In the logistics sector, SF Holding achieved a significant growth rate, with its express logistics business handling 7.85 billion packages, a year-on-year increase of 25.7%, surpassing the industry average growth of 19.3% [3] - The company's revenue growth is attributed to its strategic focus on "expansion" and "consolidation," with instant delivery revenue increasing by 38.86% year-on-year [5] Employee Engagement and Incentives - The "Shared Growth Stock Ownership Plan" is characterized by a long vesting period of 9 years, no employee investment required, and broad participation among key personnel, covering 7,177 individuals [5] - Wang Wei's personal initiative to distribute gratitude bonuses to employees with over 10 years of service reflects a culture of appreciation and long-term commitment to staff [6] Corporate Culture and Management Philosophy - SF Holding's corporate culture emphasizes respect for employees and equality, aiming to create a supportive environment for staff [6][12] - The company has upgraded its cultural values to focus on customer-first, integrity, and love, indicating a holistic approach to both internal and external relations [12] Growth Strategy - SF Holding's growth strategy involves not only external market expansion but also internal talent management, recognizing employees as the most valuable asset [9][13] - The company aims to create a positive feedback loop where employee satisfaction leads to customer satisfaction, ultimately driving business success [12][13]