顺丰速运

Search documents
“降维打击”叠加“国补”红利 顺丰业务量增速持续赶超“通达”:价格战更猛了
Mei Ri Jing Ji Xin Wen· 2025-06-20 14:14
每经记者|赵雯琪 每经编辑|魏官红 6月19日晚间,A股四家快递公司顺丰控股(002352.SZ,股价50.65元,市值2528.8亿元)、圆通速递(600233.SH,股价12.9元,市值444.63亿元)、韵达股 份(002120.SZ,股价6.67元,市值193.38亿元)、申通快递(002468.SZ,股价10.76元,市值164.71亿元)发布了2025年5月经营业绩快报。 今年电商"618"大促于5月13日启动,5月快递业务数据成为观察四家企业旺季竞争态势的重要窗口。 数据显示,顺丰速运业务以31%的业务量增速再度领跑,但单票收入降幅最大;韵达、申通单票收入均跌破2元,行业竞争格局与企业发展策略差异进一步 显现。 整体来看,"通达系"虽通过规模效应维持收入增长,但单价下行压力普遍存在。如何在顺丰的"降维打击"下守住市场份额,同时避免陷入过度依赖价格战的 恶性循环,成为摆在"通达系"面前的核心课题。 顺丰业务量增速赶超"通达" | 公司名称 | 快递业务量(亿票) | 业务量增速(%) | 快递收入(亿元) | 收入增速(%) | 单票收入(元) | 单票收入同比变化(%) | | --- | -- ...
浙江文旅携手顺丰速运 让快递化身文化信使
Mei Ri Shang Bao· 2025-05-08 23:11
Core Viewpoint - The collaboration between Zhejiang Provincial Department of Culture, Radio, Television and Tourism and SF Express aims to transform express delivery into a cultural messenger, showcasing Zhejiang's rich cultural heritage globally through specially designed packaging [1][2] Group 1: Cultural Significance - The initiative features 13 co-branded express envelopes that represent 10 cultural identifiers of Zhejiang, including "Shangshan Culture," "Liangzhu Culture," and "Ancient Yue Culture," making it a unique cultural representation in the express delivery sector [1] - The cultural identifiers are part of a broader cultural gene activation project initiated in 2024, which has already seen significant achievements, such as the production of the TV series "Taiping Nian" and the establishment of the Wuyue Cultural Museum [1] Group 2: Innovative Communication - This cross-industry collaboration aims to redefine traditional cultural dissemination methods by utilizing the express delivery network as a cultural conduit, achieving "10 billion cultural touchpoints daily" [2] - The project intends to leverage modern logistics to create a cultural pathway, integrating audiovisual media to enhance content delivery and promote the revitalization of cultural genes [2] - The co-branded envelopes are expected to reach over 190 countries and regions across all seven continents, facilitating the global spread of Zhejiang's culture [2]