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中通快遞-SW(02057.HK):正轉為發展綜合物流 料市場份額越趨集中
阿思達克 11-18 10:17
中通快遞-SW(02057.HK)主席賴梅松在投資者會議上指,集團正嘗試由核心的快遞業務,轉為發展綜合物流,包括零擔貨運、倉儲服務等,透過建設全面智能物流園,提升服務質素,在不同業務板塊間創造協同效應。 由阿里巴巴(09988.HK)持股達33%的國內物流公司百世集團,將把其在國內的快遞業務,出售給極兔速遞(J&T Express)。賴梅松表示,合併標誌著市場份額越來越集中,集團目標是明年市場份額增長比今年高。他指,中國快遞行業的綜合物流基建還有很大進步空間,包括覆蓋地區的廣度,集團在有東南亞等地佈局,業務有可能會逐步成熟。 賴梅松指,今年「雙11」期間,最高單日訂單量1.8億,最高單日攬收量1.3億,最高單日派件量1.1億。集團首席財務官顏惠萍表示,目前已經是第四季,預計第四季利潤增幅不少於30%,明年盈利增幅不少於30%至35%。她表示,集團在國內有廣泛網絡,並有團隊處理疫情帶來的問題,目前限電及其他疫情帶來的風險,並沒有為集團構成系統性風險。 顏惠萍表示,資本開支主要會用做收購土地使用權和興建設施,其餘會是用於開發科技等基建,用作收購土地使用權和興建設施的資金並非單用於核心快遞業務,而且會用作完善綜合物流生態系統建設,例如用於零擔貨運、倉儲服務等,集團今年資本開支為90億元人民幣,預計明年資本開支或持平或下降。
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