Is China’s express delivery price war over? The answer will lie in profits
China’s drive to stamp out cutthroat competition is starting to stabilize express delivery prices, but uneven earnings raise questions about the recovery’s sustainability By Lee Shih Ta Delivering more…
15th Five-Year Plan: How will China’s low-altitude economy take flight?
From drone logistics to flying cars, the low-altitude economy is seen as a key industry in China’s 15th Five-Year Plan, though the path to commercialization remains uncertain By Lee…
BRIEF: Surging instant retail lifts SF Intra-city profit by over 80%
Local delivery company Hangzhou SF Intra-city Industrial Co. Ltd. (9699.HK) said on Sunday that it expects to report a profit of at least 238 million yuan ($34 million) for 2025,…
BRIEF: S.F. Holding raises $752 million through share placement, convertible bond
S.F. Holding Co. Ltd. (6936.HK; 002352.SZ) announced on Thursday that it raised HK$2.951 billion ($376 million) through a placement of 70 million new Hong Kong-listed shares priced at HK$42.15 each,…
Growing profits, shrinking market share test ZTO’s strategy
The logistics provider’s market share fell as its parcel volume growth trailed the industry last year, signaling its profit-oriented development strategy was facing headwinds Key Takeaways: ZTO’s parcel volume increased…
BRIEF: SF Intra-city’s profit doubles in 2024
Intra-city delivery company Hangzhou SF Intra-city Industrial Co. Ltd. (9699.HK) on Tuesday said it expects to report its profit for all 2024 more than doubled year-on-year, as its revenue rose…
ZTO fights for market share as parcel pace slows
The Chinese logistics giant posted higher quarterly revenues and profits, but a moderating growth rate for parcel deliveries was a red flag for investors Key Takeaways: ZTO’s parcel volume grew…
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