Hong Kong stock market concept tracking: The performance report of the express delivery company in July is released! Industry prices have not entered into vicious competition, and the future express delivery volume may still see high growth. (Attached wit
On the evening of August 19th, four express delivery companies, SF Express, YTO Express, Yunda Express, and STO Express, listed on A shares, released their performance reports for July.
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Hong Kong stock market concept tracking | JD.com's logistics net profit in the first half of the year increased more than 26 times year-on-year, and the overall profitability of the logistics sector greatly increased (attached with concept stocks).
Logistics expected index remains high, reflecting the company's optimistic expectations for the third quarter and the second half of the year.
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Gao Yi Asset, a private equity giant, increased its shareholding of several Chinese concept stocks in the second quarter, and the direction of consumer may be worth attention.
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HK stocks surge | ZTO Express-W (02057) rises by over 5% again. A vicious price war is difficult to sustain in the long term, and express delivery companies have greater flexibility in performance.
ZTO Express-W (02057) rose over 5% again. At the time of publication, it rose 5.73% to HK $155.1, with a turnover of HK $43.9509 million.
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Hong Kong stocks are fluctuating, and ZTO Express-W (02057) rose more than 5% in the morning. The price war is expected to ease in the second half of the year, and the performance of express delivery companies has greater elasticity.
ZTO Express-W (02057) rose more than 5% in early trading. As of the time of publication, it rose 4.09% to HKD 150, with a turnover of HKD 0.123 billion.
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ZTO Express-W (02057.HK) will hold a board of directors meeting on August 20th to approve the mid-year performance.
ZTO Express-W (02057.HK) announced that the board of directors will hold a meeting on August 20, 2024 to approve (i) the unaudited financial performance for the second quarter ending June 30, 2024 and its release; and (ii) the unaudited interim performance for the period ending on June 30, 2024 and its release.
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China Logistics: In the first half of the year, the total social logistics of the country was 167.4 trillion yuan, a year-on-year increase of 5.8%.
On July 30th, the China Federation of Logistics and Purchasing released an analysis of logistics running from January to June 2024.
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Guolian Securities: Pre-promotion of e-commerce led to a slowdown in the growth rate of express delivery in June, and the limited increase in prices during the peak season.
Due to the cancellation of pre-sales and the extension of delivery cycle during this year's '618' promotion, some of the orders were placed in May, and the express delivery volume increased by 6.1% month-on-month compared with May.
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