The main target groups of the express ecosystem: (investors, private equity funds, brokerage institutions, local government decision-makers, express regulatory departments, express delivery operators, media practitioners, express upstream and downstream operators, franchise network owners, express logistics practitioners with an annual salary of more than 300,000 yuan)
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| Express Ecosystem Investment Group
On the evening of April 29, SF Holdings (002352) released its performance report for the first quarter of 2024. In the first quarter of 2023, SF Holding still maintained stable performance growth in 2024, with operating income of RMB65.341 billion, a year-on-year increase of 7.03%, a net profit attributable to the parent company of approximately RMB1.912 billion, a year-on-year increase of 11.14%, a net profit of approximately RMB1.657 billion, a year-on-year increase of 9.21%, and earnings per share of RMB0.39/share, a year-on-year increase of 11.43%.
On the basis of the high base of the same period last year, SF achieved balanced development in performance and revenue in the first quarter, demonstrating that SF Holding maintains lean management and sustainable and healthy business philosophy.
In the first quarter of 2024, SF Express continued to make efforts on the business side, and the two major business segments of express business, supply chain and international business were both "red", helping to achieve stable growth. In the first quarter, the total volume of business reached 2.973 billion tickets, excluding the Fengwang business, the total volume increased by 12.96% year-on-year, of which the revenue of the express logistics segment increased by 6.30% year-on-year, and the revenue of the supply chain and international sector increased by 6.40% year-on-year in the first quarter.
While the business continues to grow, SF Express continues to invest in building the company's long-term core competitiveness, and achieves cost reduction and efficiency increase through effective management. In the first quarter, the Company continued to increase the remuneration of first- and second-tier employees, orderly promoted the reform of its operating model, and stimulated the motivation of the "cornerstone".
According to the first quarterly report, SF's gross profit in the first quarter of 2024 reached 8.603 billion yuan, a year-on-year increase of 1.69%, and the net profit attributable to the parent company reached 2.93% in the first quarter, an increase of 0.11 percentage points over the same period last year.
Iterative innovation and continuous upgrading of product strength
Analyzing SF's performance, it can be found that behind the steady development of SF's performance is the collision with various new platforms, new needs and new technologies, constantly breaking through its own upgrading journey and making further progress in timeliness.
In recent years, the rapid development of emerging live-streaming e-commerce and social e-commerce platforms has led to the continuous expansion of the fields and product types infiltrated by "live-streaming e-commerce" and "instant retail", and the demand for small express delivery and returns has also increased due to "impulsive consumption", and SF's return and exchange business will become one of the popular products in 2023.
In 2024, in order to meet the needs of consumers who need to be "satisfied" faster, SF will upgrade its products and launch a number of innovative services in the field of timeliness, such as upgrading the coverage of the "half-day delivery service" to 250 cities, making efforts in the same city and economic circle, refining products and services, and providing more comprehensive services for merchants and consumers;
In order to meet the "new needs" of consumers and merchants faster and improve the efficiency of distribution, SF's "unmanned series" also shines brightly, changing life with technology.
Among them, Fengyi Technology has launched unmanned aerial vehicle (UAV) logistics products to normalize and commercialize operations in the field of low-altitude logistics and transportation, Guizhou SF Spring Tea Special Aircraft Route, Hangzhou Chuncha UAV Transportation and SF Express have built the country's first "unmanned distribution" demonstration university to make drones a new capacity, SF Express has used the country's first express e-commerce container multimodal train to carry express mail in Northwest China, and SF Express has launched an unmanned warehousing and distribution service model to help B-end enterprises get closer to consumers through atomized outlets.
It can be seen that in the first quarter of 2024, SF Express further consolidated its "moat", carried out resource and chassis integration, and continued to innovate on the basis of ensuring the basic timeliness, and new growth points in performance can be expected.
1 billion has been repurchased, and another 1 billion has been added to enhance investor confidence
While making efforts on the business side, SF Express also took the initiative in the capital market to enhance investor confidence. In January 2024, SF Express launched a share repurchase plan with a total amount of 500 million to 1 billion yuan, and as of April 26, SF Express has completed the repurchase of nearly 1 billion yuan, accounting for 0.58% of the company's total share capital.
On April 29, SF Express launched the second phase of the repurchase plan in 2024, which intends to repurchase another 5-1 billion yuan of the company's shares within 12 months after the board of directors deliberates and approves, and the repurchased shares will be used for the employee stock ownership plan or equity incentive plan to be launched in the future. This is also the first time in the history of A-shares, a listed company has continuously launched a repurchase plan totaling nearly 2 billion yuan in half a year, highlighting SF's confidence in future development.
On April 23, Moody's, an international rating agency, affirmed SF Holdings' "A3" issuer rating and maintained a stable outlook for all ratings.
Express ecosystem
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Recently, the stock market continues to fluctuate, some criminals illegally make profits, harming the legitimate rights and interests of investors, I will increase the supervision of trading behavior, enrich the means of clue screening, make overall arrangements for special verification, strengthen the "penetrating" transaction monitoring, use multi-dimensional technical means to collect market intelligence, and carry out joint research and judgment with the Ministry of Public Security, and find a number of cases suspected of manipulating the market and malicious shorting.
An illegal gang controlled more than 100 securities accounts to manipulate a certain stock, used continuous pulling, reverse trading and other methods to affect the stock price, and then waited for the opportunity to clear the stock and smash the shipment, resulting in a flash crash and continuous decline in the price of individual stocks, with a total of 2.7 billion yuan sold and an illegal profit of about 130 million yuan.
The actual controller of an investment institution manipulated the prices of more than 20 stocks by suppressing stock prices, absorbing chips at a low level, and continuously pulling up, resulting in rapid fluctuations in the prices of individual stocks, and even extreme markets such as "sky flooring" within a day, from which the transaction illegally profited 140 million yuan.
A certain lawbreaker took advantage of his capital advantage and used hundreds of millions of yuan to frequently make false declarations for many futures products on the futures exchange, creating a false impression of trading, deceiving other investors, and taking the opportunity to sell them for a profit of more than 4,000 yuan.
The China Securities Regulatory Commission (CSRC) insists on responding quickly and resolutely investigating and dealing with illegal acts that affect the stable operation of the stock market and harm the legitimate rights and interests of investors.
Manipulating the market to maliciously short-sell, seriously eroding the people's "money bags", has stood on the opposite side of all stockholders, disrupting the normal rhythm of the healthy and stable operation of the stock market. The China Securities Regulatory Commission will maintain a high-pressure posture of "zero tolerance", resolutely crack down, and let those who dare to illegally manipulate and maliciously short sellers "go bankrupt and sit in prison". In this warning, don't defy the law and take the chestnut from the fire.
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The main target groups of the express ecosystem: (investors, private equity funds, brokerage institutions, local government decision-makers, express supervision departments, express logistics operators, media practitioners, express logistics upstream and downstream operators, franchise network owners, express logistics practitioners with an annual salary of more than 300,000 yuan.
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The publication of this article is for the purpose of conveying more information, which does not mean that it agrees with its views or confirms its description, and does not make any guarantee for its authenticity, accuracy, completeness and appropriateness of use.
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