STO(SZ:002468)2025-05-09 09:54Group 1: Capital Expenditure and Capacity Planning - In 2025, the company aims to enhance its network capacity to an average daily throughput of over 90 million parcels through self-owned land development and partnerships with logistics real estate companies [1] - The total capital expenditure for 2025 is expected to maintain the same level as in 2024, although specific amounts may vary due to payment schedules [1] Group 2: Technological Innovations - The company is exploring the use of low-altitude cargo drones for efficient transportation between transfer centers and outlets, which could significantly improve delivery speed and prioritize urgent shipments [1] - Investments in autonomous delivery vehicles are already in place at some outlets to enhance last-mile delivery efficiency and reduce costs [2] Group 3: Cost Reduction Measures - In 2024, the cost per parcel for express delivery was reduced to 1.94 yuan, achieving a year-on-year decrease of 10% [2] - The company has implemented various operational improvements, including the introduction of automated sorting machines and the expansion of its own transportation capacity, which have collectively enhanced efficiency and reduced costs [3] Group 4: Service Efficiency Improvements - The fastest monthly signing time has been reduced to approximately 43 hours, with ongoing efforts to optimize routing and improve delivery times across over 900 outlets [3] - The company has opened more than 110 strategic routes and upgraded its delivery systems to better align with central operations [3] Group 5: Network and Asset Development - The company acquired the Yiwu transfer business assets for 110 million yuan, which is expected to enhance local market competitiveness and operational vitality [4] - In 2024, the company invested approximately 460 million yuan in automation equipment for its outlets, significantly increasing automation rates [4] Group 6: AI and Digital Transformation - The company is integrating AI technologies into its operations, including smart logistics solutions and data analysis, to optimize management processes and improve service quality [5] - Future plans include further investments in technology to enhance intelligent operations and customer service experiences [5]