Recently, the operating data of the express delivery industry and related enterprises in November 2023 have been disclosed one after another. Researchers from Xinhua Finance and Bread Finance used listed companies that have disclosed monthly data as samples to calculate their business income, single ticket income and total business volume respectively.
The main operating indicators disclosed by the four A-share listed express companies in November show that in terms of business income, the year-on-year increase is month-on-month, among which Shentong Express has the fastest year-on-year growth;In terms of single ticket income, Yunda shares decreased significantly year-on-year, and SF Holdings decreased month-on-monthIn terms of total business, it increased year-on-year.
Business income: year-on-year increase Shentong Express and YTO Express ranked first in the year-on-year growth rate
As of press time, a total of 4 A-share listed express delivery companies disclosed their main operating indicators in November.
Figure 1: Ranking of the business revenue of the four A-share express delivery companies in November.
From the perspective of operating income, in November, the operating income of SF Holdings reached 1835.2 billion yuan, ranking first, far exceeding other express companies;The operating income of YTO Express was 533.4 billion yuan, ranking second;Yunda shares followed closely with an operating income of 458.6 billion yuan;Shentong Express's revenue was lower at 396.9 billion yuan.
Judging from the year-on-year change, the business income of the four express companies has increased, among them, Shentong Express has the largest increase, reaching 2539%；YTO Express ranked second with a growth rate of 2051%。
Judging from the month-on-month change, the business income of the four express companies has increased, among them, YTO Express has the largest increase, reaching 1872%；SF Holdings ranked second with an increase of 1864%。
Single ticket income: Yunda shares decreased significantly year-on-year SF Holdings declined month-on-month
From the perspective of single ticket income, SF Holdings' single ticket revenue in November was 1562 yuan, YTO Express, Yunda shares and Shentong Express single ticket income is between 2 yuan and 3 yuan.
Figure 2: Ranking of the four A-share express companies in November by single ticket revenue.
From the perspective of year-on-year changes, except for SF Holdings, the year-on-year increase was 5In addition to 04%, the revenue of the other three express companies in November fell by a single ticket. Among them, Yunda shares fell by 1736%, the largest decrease.
From the perspective of month-on-month changes, only one of the four express delivery companies, SF Holdings, decreased month-on-month, with a decrease of 394%。The other three all maintained growth, among them, Yunda shares had the highest month-on-month increase in single ticket revenue, reaching 439%。
Total business: year-on-year increase YTO Express and Yunda shares ranked first
In November 2023, among the four express companies mentioned above, the total business volume of YTO Express and Yunda shares ranked in the forefront, with 216.4 billion votes and 19300 million votes. Shentong Express followed with a total business volume of 180.2 billion votes. The total business volume of SF Holding is smaller, at 117.5 billion votes.
Figure 3: Ranking of the four A-share express companies in November by total business.
Judging from the year-on-year change, the total business volume of the four express companies has increased, of which Shentong Express has the largest increase, reaching 492%；YTO Express ranked second with a growth of 3295%。
From the perspective of month-on-month changes, the total business volume of the four express companies also increased, among them, SF Holdings had the largest increase, reaching 2355%；YTO Express ranked second with a growth of 148%。
Reading Financial Reports] is a column jointly created by Xinhua Finance and Bread Finance with the interpretation of financial reports of listed companies as the main content. Xinhua Finance is a national financial information platform undertaken by Xinhua News Agency, which comprehensively covers the global financial markets, foreign exchange markets and bond markets, and provides authoritative, professional and comprehensive financial information services.
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