順豐控股(002352.SZ):第三季度預盈10億-11億元 整體盈利水平實現逐季穩步回升
格隆匯10月12日丨順豐控股(002352.SZ)公佈,預計2021年前三季度歸屬於上市公司股東的淨利潤17.6億元-18.6億元,其中,第三季度歸屬於上市公司股東的淨利潤10億元-11億元。
預計第三季度歸屬於上市公司股東的扣除非經常性損益的淨利潤(“扣非淨利潤”)為7.5億元至8.5億元。在第二季度扣非淨利潤較第一季度大幅回升的基礎上,第三季度預計實現的扣非淨利潤將較第二季度環比增長14%-29%,公司整體盈利水平實現逐季穩步回升。
第三季度業績環比改善的主要原因是:公司不斷完善產品分層,制定針對性市場策略,調優產品結構,提升產品定價能力;同時,公司持續推動網絡資源整合、成本精細化管控、中轉場自動化設備升級等舉措,場地、運力資源利用率以及營運操作效能逐步提升,從而改善整體效益。
為打造綜合物流服務能力和長期核心競爭力,完善產品矩陣,提升市場份額,公司今年以來加速各業務板塊的市場開拓和網絡建設,持續夯實運營底盤,提升網絡整體的件量處理規模和能力。公司的資源投入在未來伴隨件量攀升將逐步攤薄單票固定成本,實現效益優化。此外,去年國家為應對疫情影響推出的免徵增值税、減免企業社會保險費等一系列税費減免政策,有效緩解了公司的成本壓力,今年無相關優惠政策。
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