順豐控股(002352.SZ)：二季度扣非淨利潤環比增加17.91億元 業績環比改善明顯
格隆匯8月22日丨順豐控股(002352.SZ)披露2021年半年度報吿，2021年上半年，公司實現總營業收入883.44億元，同比增長24.20%，兩年平均增長32.82%，高於行業的兩年平均19.40%的增速。自今年4月起公司對時效產品進行優化升級，按新口徑追溯調整本報吿期及去年同期產品數據，時效快遞業務收入同比增長6.50%，增速放緩主要因去年疫情期間防疫緊急寄遞需求旺盛帶來時效業務增量較大，同比基數較高。新口徑的經濟快遞業務注2主要服務於主體電商市場，產品注重性價比並提供優質電商件服務，業務增長迅猛，收入同比增長69.16%。除快遞業務外，在公司積極拓展新業務市場的策略下，其他新業務板塊持續保持高速增長，合計收入同比增長43.77%，貢獻了超過48%的收入增量，佔總收入的比重由去年同期的26.69%提高到本報吿期的30.89%。
2021年上半年，公司實現歸屬於上市公司股東的淨利潤(簡稱“歸母淨利潤”)7.60億元，同比下滑79.80%，其中第一季度歸母淨利潤為-9.89億元，第二季度歸母淨利潤為17.49億元；實現歸屬於上市公司股東的扣除非經常性損益的淨利潤(簡稱“扣非後歸母淨利潤”)-4.77億元，同比下滑113.85%，其中第一季度扣非後歸母淨利潤為-11.34億元，第二季度扣非後歸母淨利潤為6.57億元。2021年上半年非經常性損益項目主要為公司將位於中國佛山、中國蕪湖、中國香港的三項物業資產的權益轉讓至順豐房地產投資信託基金的處置收益，以及政府補助等。
2021年第二季度扣非後歸母淨利潤較第一季度環比增加約17.91億元，業績環比得到好轉。原因是報吿期內公司亦持續審視各業務線的資源投放，加強速運網絡、快運網絡、倉儲網絡及加盟網絡的場地、線路等資源整合優化，並持續開展中轉場自動化設備升級改造，逐步緩解產能瓶頸，資源利用率、營運效能等指標第二季度環比第一季度穩步回升；同時公司持續加強成本精細化管控，伴隨業務量的增長帶動固定資產成本攤薄，規模效應有所體現。此外，受益於公司持續在數字化、智能化、可視化科技技術上的投入，助力組織精簡及管理高效，管銷費用率持續下降。
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