The increase in volume growth price of the second quarter of the second quarter of Yuantong Express has increased by more than doubled year -on -year

21st Century Economic Herald Profile Reporter Fei Xinyi Shanghai Report

Yuantong Express (600233.SH) was the first in other "Tongda" express companies to disclose the results of the first half of the year.

On the evening of July 7, the 2022 semi -annual performance exposed disclosed by Yuantong Express showed that the company achieved total operating income of 25.138 billion yuan in the first half of the year, an increase of 28.94%year -on -year; the net profit attributable to shareholders of listed companies was 1.771 billion yuan, a year -on -year increase of 174.24 %; Realizing the net profit attributable to shareholders of listed companies 1.698 billion yuan, an increase of 185.73%year -on -year.

Among them, in the second quarter of 2022, Yuantong Express realized a net profit attributable to shareholders of listed companies by 90 billion yuan, an increase of 227.26%year -on -year; the net profit of deducting non -recurring profit and loss of shareholders belonging to listed companies was 878 million yuan, a year -on -year increase 244.05%.

Yuantong Express stated that the company's operating profit, total profit, net profit attributable to shareholders of listed companies in the first half of the year, and the increase in net profit of non -recurring profit and loss belonging to the shareholders of listed companies. The business environment is stable.

The research report of Everbright Securities believes that the product pricing capacity is increased, and the stacking operating environment has stabilized the company's profit growth.

Shen Wanhongyuan's research report believes that the epidemic has no hinders of the second quarter performance, and the company's competitiveness has been confirmed quarterly. "Management improvement and cost reduction and efficiency have achieved remarkable results. The quarterly single -ticket profit has maintained a high level since the fourth quarter of 2021 to prove the improvement of competitiveness." The research report mentioned.

In fact, the improvement of the performance of Yuantong Express is also a manifestation of the current situation of the operation of the express industry.

The short -term crisis of the express industry caused by the epidemic is being lifted. The main business indicator of May Express Service released by the A -share listing express company shows that the express market is gradually recovering. The most significant change is that in May, the business completion volume has achieved positive growth month -on -month.

In terms of the average price of tickets in May alone, Yuantong Express, Yunda (002120.SZ), and Shentong Express (002468.SZ) after returning the original rookie wrapped business factors were 2.44 yuan, 2.44 yuan, and 2.43 yuan, respectively. , Year -on -year increased 19.6%, 20.8%, 17.4%. From January to May of this year, the average revenue of Tongtong Express, Yunda shares, and Shentong Express were 2.57 yuan, 2.52 yuan, and 2.57 yuan, respectively, up 14.9%, 18.9%, and 12.6%year -on -year.

While the amount of courier holders increases and the price is repaired, the industry's attention turns to the quality of service.

At the 2021 performance and cash dividend instructions on May 11, the issue of what kind of competitive strategy to adopt 2022, Pan Shuimiao, director and president of Yuantong Express, said: The company will be maintaining the prerequisite for the stable market share and improvement. In the following, continue to deepen the service quality strategy, enhance the company's brand premium, and improve profitability.

On July 7, the State Post Office released the "China Express Development Index Report in June 2022". The report pointed out that the China Express Development Index in June was 289.4, an increase of 7.5%month -on -month. The industry scale recovery process accelerated, the basic capabilities improved significantly, and the development situation was better.

The relevant person in charge of the State Post Office said that in the first half of the year, the number of express delivery business is expected to exceed 50 billion pieces, and the business income is expected to be close to 500 billion yuan. At the same time, the scale of the industry shows four major characteristics: first, the scale curve is rebounded, the industry accelerates recovery; the second is the festival economy and e -commerce promotion to help the industry stabilize; third, the agricultural product market is booming and active; and the fourth is that the central region is obvious.

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