Future Business-List of List of Logistics Industry No. 17 | In August, the total market value of logistics returned to 800 billion yuan in financial report Ji Xixi.

As a professional media media that has long been deeply cultivated in the field of listed companies and pays attention to the development of new economic development, the Smart Logistics Research Institute under the Daily Economic News, every future commercial think tank starts from May 2021. "". The scope of future expansion will mainly focus on related listed companies involved in "e -commerce logistics", "consumer supply chain" and "logistics technology". (Attached to the topic link)

In the 17th report, we continued to track the market value data of 26 logistics and related industries in August 2022, and conducted logistics Industrial market value analysis.

The total market value of the logistics in August returned to the 800 billion mark

SF net profit increase, JD logistics Q2 to turn losses

In the total market value list in August 2022, the total market value of the logistics industry composed of 26 logistics companies increased slightly by 1.15%from the previous month, and the total market value increased by 9.153 billion yuan to 802.558 billion yuan, returning to the 800 billion mark.

The market value of the three heads of heads accounted for 61.86%, an increase of 0.97%over the previous month. Among them, SF Holdings (002352.SZ) market value fell slightly by 0.82%in August, with a total market value of 241.97 billion yuan; Zhongtong Express (02057.HK) market value rose 2.98%, with a total market value of 156.51 billion yuan; Jingdong Logistics (02618.HK) 5.51%month -on -month, with a total market value of 98.024 billion yuan.

Judging from the latest performance, the performance of the three -headed logistics company has risen steadily. The SF semi -annual report shows that in the first half of the year, SF's revenue reached 130.064 billion yuan, an increase of 47.22%year -on -year; net profit at home was 2.512 billion yuan, an increase of 230.61%year -on -year.

In particular, the supply chain and international sector revenue in the first half of the year was 46.53 billion yuan, an increase of 442.7%year -on -year, accounting for 35.8%of the total revenue. SF said that the rapid growth is the merger of Kerry Logistics (00636.HK) since the fourth quarter of 2021. At the same time, Kerry Logistics also acquired enterprises in the international freight field in the first half of the year, further expanding the international business scale. In August, the market value of Kerry Logistics rose 9.51%over the previous month.

SF City (09699.HK) fell 5.62%from last month. In the first half of the year, the revenue of SF City increased by 20.8%year -on -year to 4.481 billion yuan. Although it did not achieve profit, the loss was narrowed by 64.62%year -on -year.

It is worth mentioning that JD Logistics Q2 achieves profitability, and the adjustment of Non-IFRS in the second quarter of Non-IFRS has reached 210 million yuan. In addition, JD logistics revenue in the first half of the year reached 58.6 billion yuan, an increase of 20.9%year -on -year.

16 fell, 4 fell over 10%

Haichen Co., Ltd. leads the entire list

In August, a total of 10 logistics companies rose. Among them, Haichen (300873.SZ) led the entire list with 35.56%. Haichen's half -year report in 2022 shows that its revenue in the first half of the year was 855 million yuan, an increase of 29.60%year -on -year; net profit at home was 235 million yuan, an increase of 41.25%year -on -year.

Long -term logistics (603569.SH) followed by 13.01%. However, on August 26th, the long -term fluctuation announcement of the long -term logistics stock transaction was announced on August 24th, 25th, and 26th. Different from Hai Chen's performance rising sharply, long -term logistics revenue and net profit decreased in the first half of the year, of which net profit decreased by 87.50%year -on -year.

In terms of decline, in August, a total of 16 logistics companies fell, and four fell more than 10%. Among them, Dongjie Smart (300486.SZ) fell 19.76%from the previous month, with a total market value of 3.468 billion yuan. Anneng Logistics (09956.HK) followed by 15.12%.

We noticed that there was no continuation of the "rise" of the last month. In August, 7 of the nine logistics technology companies fell, and the total market value decreased by 2.414 billion yuan to 31.466 billion yuan compared with the previous month. In addition to Dongjie Smart, Dema Technology (688360.SH) also declined exceeded 10%. Dongjie Smart semi -annual report shows that the revenue in the first half of the year was 518 million yuan, a decrease of 4.20%year -on -year. The net profit of returning mother was 37.2058 million yuan, a year -on -year decrease of 12.38%.

There are also obvious declines in performance. There are also China Science and Technology (688211.SH) that increased income and increasing revenue. Its revenue in the first half of 2022 was 687 million yuan, an increase of 25.5%year -on -year; the net profit of the mother was 31.89 million yuan, a year -on -year decrease of 56.1%. The market value fell 6.97%from last month.

Operating data and performance in August

Tongda system two rises and two declines

In terms of Tongda Express Company, in August, the market value of Yunda (002120.SZ) and Shentong Express (002468.SZ) fell by 6.86%, 6.52%, respectively. Rising 1.55%, 2.98%.

On the evening of August 18th, Yuantong Express, Yunda Co., Ltd., and Shentong Express announced July express delivery performance.

With the resumption of work in the society, the growth rate of the express delivery industry has continued to rise, especially in the context of the "price war" suspension, the core performance indicators of several courier companies show a growth trend. From the perspective of data, in July, the income increase and business volume growth rate was the highest at the highest base, with the growth rate of 63.7%and 33.8%, respectively. In terms of single -ticket income, all three have also increased. In addition, SF, in July, the four companies completed a total of 5.208 billion votes. At the same time, in late August, Tongda Express Company also handed over the latest transcripts.

Zhongtong Q2's financial report shows that the number of Zhongtong parcels in the second quarter reached 6.2 billion pieces, and the market share increased by two points to 23.0%; revenue increased by 18.2%to about 8.66 billion yuan; the net profit after adjustment increased by 38.2%to about 1.76 billion yuan ; Core express business single ticket price increased by 10.5%year -on -year.

In terms of A -share express company, in the first half of the year, Yuantong's revenue was 25.066 billion yuan, an increase of 28.58%year -on -year; net profit of home mother was 1.774 billion yuan, an increase of 174.72%year -on -year. Shentong's revenue was 14.960 billion yuan, an increase of 35.78%year -on -year; net profit of home mother was 189 million yuan, an increase of 228.94%year -on -year. Yunda's revenue was 22.826 billion yuan, an increase of 25.35%year -on -year; net profit of home mother was 546 million yuan, a year -on -year increase of 22.40%.

From the market value of August and many factors for each latest operation and performance data, comprehensively judge the express delivery industry in the long cycle. During the journey, but in the first half of this year, he experienced severe and complex internal and external challenges. After the "pain", with its strong toughness, the express delivery industry quickly built bottom repair, and the market size also achieved positive growth.

*Editor's Note:

We know that whether an industry or a health indicator of a listed company must be specially systematic, complex and diversified, and the goal of high -quality development is far away. In the future, we will continue to enrich the data and the list of sub -lists. It aims to be more comprehensive and records the development process and market value of listed companies in the Chinese logistics industry. Digging, analysis, and demonstration, promoting China's express logistics to better move towards a new period of high -quality development. We watched the common progress of the entire industry with the giant of the courier logistics listed company as the leading industry, and better help build a new development pattern with the mutual promotion of domestic large circulation as the main body and the domestic and international dual cycles. , Better serve the overall situation of economic and social development.

Daily Economic News

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