Lei Jianping on April 24
Shentong Express Co., Ltd. (stock code: 002468, stock abbreviation: Shentong Express) released its financial report today, which shows that Shentong Express's revenue in 2023 will be 40.924 billion yuan, an increase of 21.54% from 33.67 billion yuan in the same period last year.
The main business of Shentong Express is express delivery business, and the products of express delivery business are mainly divided into the following three categories:
Express delivery business: automobile transportation timeliness products, including same-day delivery, next-morning delivery, 24-hour delivery, 48-hour delivery, etc., and aviation timeliness products, including 24-hour delivery between key cities.
Value-added services: including collection of payment, pre-sale sinking, on-demand delivery of "Shendongdong" and other products.
Express accessories: mainly provide envelopes, document bags, cartons and other express packaging.
In addition to the above-mentioned express business, the company also operates C2M origin warehouse, grid warehouse, container warehouse and other emerging business segments.
In 2023, Shentong Express will complete 17.507 billion express delivery business, a year-on-year increase of 35.23%, and its market share will be 13.26%, an increase of 1.55 percentage points year-on-year.
Shentong Express's net profit in 2023 will be 341 million yuan, an increase of 18.41% from 288 million yuan in the same period of last year, and the net profit after deducting non-profits will be 339 million yuan, an increase of 9.86% from 309 million yuan in the same period of last year.
Among them, Shentong Express's revenue in the fourth quarter of 2023 will be 11.587 billion yuan, with a net profit of 120 million yuan, and a net profit of 130 million yuan after deducting non-profits.
On October 16, 2023, Shentong Express issued the first phase of ultra-short-term financing bonds in 2023 (referred to as "23 Shentong SCP001", code "012383771"), with an actual total issuance amount of 200 million yuan, a maturity of 180 days, a value date of October 18, 2023, a redemption date of April 15, 2024, and an issue interest rate of 2.5%.
Gao Yi Asset withdrew from the ranks of major shareholders
As of December 31, 2023, Zhejiang Cainiao Supply Chain Management Co., Ltd. held 25% of the shares, Shanghai Gongzhirun Industrial Development Co., Ltd. held 16.1% of the shares, Shanghai Deyin Investment Holdings Co., Ltd. held 7.76% of the shares, and Shanghai Derun II Industrial Development Co., Ltd. held 4.9% of the shares;
As of December 31, 2023, Shentong's shareholding structure
Chen Dejun holds 3.38% of the shares, Chen Xiaoying holds 2.65% of the shares, Hong Kong Securities Clearing Co., Ltd. holds 1.35% of the shares, Shentong Express Co., Ltd. - Phase I Employee Stock Ownership Plan holds 1.28% of the shares, Zhuhai Tiankuo Investment Partnership (Limited Partnership) holds 1.19% of the shares, and Shanghai Siyi Investment Management Co., Ltd. - Siyi Investment Wutong No. 1 Private Securities Investment Fund holds 1.06% of the shares.
Chen Dejun and Chen Xiaoying control a total of 35.85% of the company's shares.
As of June 30, 2023, Shanghai Dee Industrial Development Co., Ltd. held 25% of the shares, Shanghai Gongzhirun Industrial Development Co., Ltd. held 16.1% of the shares, Shanghai Deyin Investment Holdings Co., Ltd. held 7.76% of the shares, and Shanghai Derun 2 Industrial Development Co., Ltd. held 4.9% of the shares;
As of June 30, 2023, Shentong's shareholding structure
Chen Dejun holds 3.38% of the shares, Chen Xiaoying holds 2.65% of the shares, Ningbo Aibin Equity Investment Partnership (Limited Partnership) holds 2.53% of the shares, Hong Kong Securities Clearing Co., Ltd. holds 2.5% of the shares, Shanghai Gaoyi Asset Management Partnership (Limited Partnership) - Gaoyi Linshan No. 1 Yuanwang Fund holds 2.48% of the shares, and Zhuhai Tiankuo Investment Partnership (Limited Partnership) holds 1.19% of the shares.
In the past six months, the major shareholder of Shentong Express has changed from Shanghai Dee Industrial Development Co., Ltd. to Cainiao, because on June 5, 2023, Dee Industrial signed a share transfer agreement with Cainiao Supply Chain. According to the Share Transfer Agreement, Dee Industrial transferred its 382,700,542 unrestricted tradable shares of Shentong Express, accounting for 25% of the total share capital of Shentong Express (as of June 5, 2023), to Cainiao Supply Chain at a price of RMB 10.134 per share.
Hong Kong Securities Clearing Co., Ltd. reduced its holdings by 1.15 percentage points, and Gaoyi Assets withdrew from the ranks of major shareholders.
As of today's close, Shentong's share price was 8.39 yuan, and the market value was 12.843 billion yuan.
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