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中通快遞-W(02057.HK):二季度調整後淨利潤增長10.9%,達人民幣28億元

格隆匯8月21日丨中通快遞-W(02057.HK)發佈公吿,2024年第二季度,收入為人民幣107.26億元(14.76億美元),同比增長10.1%;毛利為人民幣36.21億元(4.98億美元),同比增長9.6%;淨利潤為人民幣26.14億元(3.60億美元),同比增長3.3%;調整後息税折攤前收益為人民幣43.40億元(5.97億美元),同比增長11.7%;調整後淨利潤為人民幣28.06億元(3.86億美元),同比增長10.9%;基本及攤薄每股美國存托股淨收益為人民幣3.24元(0.45美元)及人民幣3.16元(0.43美元)。董事會已批准每股美國存托股及普通股0.35美元的中期現金股息,派發予於2024年9月10日營業時間結束前名列登記冊的普通股及美國存托股持有人。

2024年第二季度,包裹量為84.52億件,較2023年同期的76.77億件增長10.1%。截至2024年6月30日,攬件/派件網點數量為31,000餘個。截至2024年6月30日,直接網絡合作夥伴數量為6,000餘個。

中通創始人、董事長兼首席執行官賴梅松先生表示:“今年二季度,我們繼續專注於我們的平衡增長策略,通過優化件量結構、提高運營效率、幫助降低派件成本、以及提高站點和業務員的盈利能力,推進高數量向高質量的轉型。在業務量達到84.5億件的同時,我們的市場份額較去年同期下降2個百分點至19.6%,調整後淨利潤增長10.9%至28億元。到今年年底,中通的散件業務量有望翻倍,我們希望在品牌認知度和客户滿意度方面一步一腳印跳出“通達系”,並進一步擴大我們在盈利增長方面的領先優勢。”賴先生補充道:“儘管快遞行業業務量保持了較快的增長,但競爭依然激烈,行業整體承受着較大的壓力。確保網絡的公平、穩定對我們來説至關重要,我們提高散件收派比的舉措,將為加盟商和業務員提供增加收入的機會,並最終為前端提供更顯著的長期定價優勢。”

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