行业地位领先：集团是一家全球领先的综合物流服务提供商，根据弗若斯特沙利文报告，按2023年收入计，集团是中国及亚洲最大的综合物流服务提供商，也是全球第四大综合物流服务提供商。作为一家《财富》世界500强企业，集团在中国五个物流细分领域和亚洲四个物流细分领域均处于市场领先地位，为客户提供全面的物流服务，包括快递、快运、冷运、同城即时配送、供应链解决方案及国际物流服务。Futu news, November 26, reports that $SF HOLDING (06936.HK)$ Today, the dark market opened high and closed flat at 34.3 Hong Kong dollars, with a trading volume of 38.1951 million Hong Kong dollars and a total market value of 171.026 billion Hong Kong dollars.
Market data source: Futu Securities >
Investment highlights
Leading industry position: The group is a globally leading integrated logistics service provider. According to the Frost & Sullivan report, based on 2023 revenue, the group is the largest integrated logistics service provider in china and asia, and the fourth largest integrated logistics service provider globally. As a Fortune Global 500 company, the group is in a market-leading position in five logistics segments in china and four logistics segments in asia, providing customers with comprehensive logistics services, including express delivery, freight, cold chain, same-city instant delivery, supply chain solutions, and international logistics services.
Extensive market coverage: As of June 30, 2024, s.f. holding has a vast global delivery network covering 202 countries and regions, operating 99 aircraft and over 0.186 million vehicles, which are the largest air transportation fleet and land transportation fleet in asia, respectively. As of June 30, 2024, s.f. holding has approximately 2.2 million active monthly customers and around 0.699 billion individual customers. According to the Frost & Sullivan report, these two figures are the highest among all logistics service providers in asia.
Risk warning
Intense market competition: the industry where the company operates is highly fragmented and competitive. The company's integrated logistics services cover a wide range of services, thus the company primarily competes with other global integrated logistics service providers, other china integrated logistics service providers, and single product logistics service providers. In addition to several existing market participants, new market entrants may also appear in the various industries where the company operates. The company competes based on multiple factors such as service quality, service price, business model, operation capacity, and cost control. If the company cannot timely adjust its operation strategy and take effective measures to respond to market changes, its business growth rate may slow down, and its market share and profitability may decline.
Industry demand impact: if the economies of the countries and regions where the company operates are in a downturn, the overall demand for logistics services may decrease, which could put downward pressure on service prices and profit margins. On the other hand, during periods of strong economic growth, the demand for limited transportation resources may also lead to increased congestion in logistics networks and reduced operational efficiency. At the same time, since the logistics industry is labor-intensive, the company's staffing levels may struggle to keep pace with the changing business demands.
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Editor/Jamie
