有业内人士告诉财联社记者，德邦股份Q3单季度净利润下滑主要由于Q3为市场淡季，其上下游的家电、家具等的市场消费处于缓慢复苏阶段。In the first three quarters of this year, deppon logistics achieved revenue of 28.296 billion yuan, a year-on-year increase of 11.21%; net income attributable to shareholders of listed companies was 0.517 billion yuan, an increase of 9.71% year-on-year. Analysts say that the company's core business this year has returned to the express transportation business, and this change is expected to strengthen cooperation with jd.com.
Caifinance News, October 30th (Reporter Hu Haoqiong) this year, deppon logistics (603056.SH) extended its express transportation business from over 30 kg to over 3 kg, and the core business volume of Q3 express transportation increased by nearly 10% year-on-year. Some analysts say that this change is expected to strengthen cooperation with jd.com.
Tonight, deppon logistics issued an announcement that in the first three quarters of this year, the company achieved revenue of 28.296 billion yuan, a year-on-year increase of 11.21%; net income attributable to shareholders of listed companies was 0.517 billion yuan, an increase of 9.71% year-on-year. Among them, the third quarter revenue was 9.85 billion yuan, a year-on-year increase of 1.03%; net income attributable to shareholders of listed companies was 0.184 billion yuan, a decrease of 19.40% year-on-year.
Industry insiders told Caifinance News reporters that the decline in Q3 quarterly net profit of deppon logistics was mainly due to the off-season in the market, with slow recovery in consumer markets for upstream and downstream products such as electronics and furniture.
Regarding deppon logistics extending its express transportation business from over 30 kg to over 3 kg this year, some analysts told Caifinance News reporters that this also means that deppon logistics can handle more large electronic and building materials express transportation business for jd.com, leading to comprehensive collaboration between deppon logistics and jd.com in terms of customers, sites, and personnel.
By business segment, in Q3, deppon logistics' express transportation business revenue was 8.879 billion yuan, an increase of 1.23% year-on-year; excluding the impact of the network integration project revenue, the company's express transportation business revenue increased by 3.20% year-on-year. Among them, the core express transportation business achieved a volume of 3.4097 million tons, a year-on-year increase of 9.37%; express delivery business revenue was 0.535 billion yuan, a reduction of 18%. Other businesses mainly include warehousing and supply chain business, with revenue of 0.435 billion yuan, an increase of 33.82% year-on-year.
In addition, according to Caifinance News reporters, deppon logistics has implemented many cost reduction measures this year. According to financial reports, Q3 labor costs were 3.688 billion yuan, a decrease of 4.23% year-on-year, with the proportion of income decreasing by 2.05 percentage points year-on-year.
However, deppon logistics stated in the financial report that changes in the company's business structure, the increase in the volume of high freight and low labor whole vehicle transportation, and supply chain business have led to an increase in transportation costs as a percentage of revenue year-on-year. At the same time, the company continues to increase transportation resource investment. Q3 transportation costs reached 4.356 billion yuan, a year-on-year increase of 12.3%, with the percentage of revenue increasing by 4.44 percentage points year-on-year.