V viewing financial report ｜ July courier enterprise business volume rose collectively!Shentong increased by 33.84%

Zhongxin Jingwei, August 18th. After the 18th, SF Holdings, Yuantong Express, Shentong Express, and Yunda shares have announced the July operation briefing. Data show that both companies' express business volume and express service single ticket income increased year -on -year.

Specifically, SF Holdings's operating income in July was 22.951 billion yuan, an increase of 54.69%year -on -year. In terms of sub -projects, the supply chain and international business operating income was 8.192 billion yuan, an increase of 346.19%year -on -year. Express logistics business revenue was 14.759 billion yuan, an increase of 13.52%year -on -year; the business volume was 921 million votes, an increase of 8.87%year -on -year; single -ticket income was 16.02 yuan, an increase of 4.23%year -on -year.

SF Holdings stated that the company's total revenue of Express Logistics business, supply chain and international business in July increased by 54.69%year -on -year. And higher than the overall level of the express delivery industry, accompanied by the resumption of production and production of the society, the timeliness express business has maintained a rapid growth, the product structure adjustment results are steadily, and the single ticket income has steadily increased. Chain and international business revenue increased by 346.19%year -on -year.

Yunda's courier service business revenue in July was 3.985 billion yuan, an increase of 25.79%year -on -year; 1.586 billion votes were completed, an increase of 2.12%year -on -year; the revenue of the courier service single ticket was 2.51 yuan, an increase of 23.04%year -on -year.

Shentong Express's revenue in July was 2.887 billion yuan, an increase of 63.74%year -on -year; the business volume was 1.195 billion votes, an increase of 33.84%year -on -year; the revenue of the courier service single ticket was 2.41 yuan, an increase of 22.84%year -on -year.

Shentong Express said that since the end of 2021, the settlement model of the company's rookie wrapped business has been adjusted by the former Hangzhou Cainiao Supply Chain Management Co., Ltd. and the franchisee to settle directly with the company. In July 2022, the adjustment of the company's rookie wrapped business settlement model affected the revenue of the courier service single ticket of about 0.14 yuan. After excluding the impact, the revenue of the single ticket express service was 2.28 yuan, an increase of 15.74%year -on -year.

Yuantong Express's revenue in July was 3.853 billion yuan, an increase of 36.25%year -on -year; the business completion volume was 1.506 billion votes, an increase of 7.81%year -on -year; the revenue of the single ticket of express products was 2.56 yuan, an increase of 26.38%year -on -year.

Yuantong Express said that since the end of 2021, the settlement model of Cainiao wrapped business in the company's express delivery business has been adjusted by the former Hangzhou Cainiao Supply Chain Management Co., Ltd. and franchisees to settle directly with the company. In July 2022, the company's rookie wrapping business affected the revenue of the single ticket of the courier product about 0.10 yuan due to the above adjustment. After excluding these influences, the company's courier product single ticket income was 2.46 yuan, an increase of 21.71%year -on -year.

Behind the collective rise of the business volume of express delivery companies, it is the recovery of the entire industry that month.

According to data from the State Post Office, in July, the business volume of the national express delivery service enterprise completed 9.65 billion pieces, an increase of 8.0%year -on -year; business revenue was 89.82 billion yuan, an increase of 8.6%year -on -year. From January to July, the business volume of the national express delivery service enterprise completed a total of 60.86 billion pieces, an increase of 4.3%year -on -year; the cumulative business income was 588.04 billion yuan, an increase of 3.7%year -on -year.

According to data from the National Bureau of Statistics, from January to July, the national online retail sales were 732.24 billion yuan, a year -on -year increase of 3.2%. Among them, the online retail sales of physical goods were 6315.3 billion yuan, an increase of 5.7%.

Anxin Securities pointed out that the number of parts in the express delivery industry in July was 8%, the demand rose from the previous month, and the price decreased slightly from the previous month. The performance of the off -season performance was in line with expectations; the Yinwu's epidemic was silently managed, the needs of the industry in the short -term suppression of the industry. The price is expected to continue to be repaired. (Zhongxin Jingwei APP)

(The views in the article are for reference only, do not constitute investment suggestions, have risks in investment, and need to be cautious to enter the market.)

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