SF HOLDING (06936.HK): September Express Revenue RMB 20.835bn, Down 0.09%; Supply Chain and International Up 28.13%

NewTimeSpace News: On 19 October 2026, S.F. Holding Co., Ltd. (the "Company") published its September 2026 express logistics business briefing in accordance with the Shenzhen Stock Exchange Self-Regulatory Guidelines No. 3 on Industry Information Disclosure. In September 2026, revenue from the express delivery logistics business was RMB 20.835 billion, down 0.09% from RMB 20.854 billion in September 2025; volume was 1.395 billion parcels, down 7.25% from 1.504 billion a year earlier; and revenue per parcel was RMB 14.94, up 7.71% from RMB 13.87. Revenue from the supply chain and international business was RMB 7.884 billion, up 28.13% from RMB 6.153 billion a year earlier.

The announcement disclosed that total revenue from the express delivery logistics business and the supply chain and international business in September 2026 was RMB 28.719 billion, up 6.34% from RMB 27.007 billion in September 2025. The Company noted that, having advanced its "activated operations" mechanism in 2025, which drove higher volume growth and improved network capacity and operating model, it launched an upgraded mechanism in the third quarter of 2025 to move from scale-driven to value-driven growth, dynamically fine-tuning market strategy to safeguard high-quality growth. Benefiting from effective execution, the business mix continued to improve, with revenue per parcel in express delivery rising 7.71% year on year and recovering year on year for seven consecutive months.

The Company stated that supply chain and international revenue grew 28.13% year on year as the second growth curve continued to gain momentum; the Company is firmly advancing its "Asia's only, globally covered" strategy, leveraging its global service network and broad product portfolio to respond nimbly to market changes and capture opportunities from Chinese enterprises going global. The Company reminded investors that the above data are unaudited and may differ from those in periodic reports, are for reference only and are subject to the periodic reports; shareholders and potential investors should note investment risks and exercise caution when dealing in the Company's securities.