Beijing, June 6 (ZXS) -- Recently, the May operating data disclosed by a number of China's A-share express delivery listed companies showed that their express delivery related business income achieved positive year-on-year growth.
SF Holding announced that the operating income of express logistics business in May was 5.151 billion yuan (RMB, the same below), a year-on-year increase of 67.8%; The completed business volume was 82 million votes, a year-on-year increase of 9.83%.
Yunda announced that the revenue of express delivery service business in May was 5.37 billion yuan, a year-on-year increase of 58.1%; The completed business volume was 43.15 billion votes, a year-on-year increase of 39.3%.
YTO Express announced that the revenue of express products in May was 5.41 billion yuan, a year-on-year increase of 53.6%; The number of business completions was 43.17 billion votes, a year-on-year increase of 9.15%.
Shentong Express announced that the revenue of express delivery service business in May was 5.33 billion yuan, a year-on-year increase of 18.29%; The number of business completions was 99.15 billion votes, a year-on-year increase of 03.49%.
In fact, in addition to the improvement in the performance of listed companies, the overall performance of China's express delivery industry in May was also very bright. Recently, the State Post Bureau of China released the May 5 China Express Development Index report, showing that in May this year, the China Express Development Index was 2023.5, a year-on-year increase of 5.370%, the industry market scale was further expanded, the service quality was improved, the delivery network was continuously improved, and the cross-border capacity continued to increase.
The relevant person in charge of the State Post Bureau said that with the introduction of policies in the fields of rural delivery logistics system construction, delivery channel safety, and green development of the industry in many places in China to provide key support, the development environment of China's express delivery industry continues to improve, and the industry is expected to perform well in June.
Chen Zhaolin, an analyst at Huafu Securities, said that since the beginning of this year, the growth rate of the demand side of the express delivery industry has continued to repair. According to data from the State Post Bureau, as of May 5, China's express delivery business volume has reached 31 billion pieces this year, 500 days earlier than the 2019 billion pieces in 500 and 155 days earlier than in 2022; From January to April, the cumulative volume of express delivery business completed 27.1 billion pieces, a year-on-year increase of 4%, and the express delivery industry is expected to grow by 371% this year. The intensity of price competition in the industry this year will remain rational, and the head express delivery companies may usher in performance repair with demand repair.
Guohai Securities analyst license said that 2023 is a dividend period for supply and demand repair and cost improvement in China's express delivery industry. Last year's sharp rise in oil prices put some pressure on the cost side of express delivery companies. Entering 2023, oil prices have gradually entered the downward range, and the cost pressure of express delivery companies has eased. As China's economy continues to improve, it is expected that China's express delivery industry will also fully recover this year, optimistic about the development of leading express delivery companies. (End)