顺丰、圆通、韵达、申通1月业绩出炉；阿里拟减持苏宁易购2.3亿股；京东物流在欧洲推出冷链服务等

物流沙龙02-14

# 2月14日物流观察日记来了！点击阅读原文还可以查看更多内容哟~顺丰、圆通、韵达、申通1月业绩出炉2月14日，顺丰、圆通、韵达、申通公布1月业绩。顺丰控股1月营收合计268.60亿元，同比增长2.22%。其中，速运物流业务营收203.96亿元，完成快递业务量13.86亿票，同比增长4.21%，单票收入维持在14.72元/票；圆通速递1月快递产品收入66.12亿元，同比增长23.82%；业务完成量...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2611114839?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-02-14 18:31","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2611114839","market":"hk","top_or_hot":-1,"title":"顺丰、圆通、韵达、申通1月业绩出炉；阿里拟减持苏宁易购2.3亿股；京东物流在欧洲推出冷链服务等","media":"物流沙龙","content":"<div>\n<p># 2月14日物流观察日记来了！点击阅读原文还可以查看更多内容哟~顺丰、圆通、韵达、申通1月业绩出炉2月14日，顺丰、圆通、韵达、申通公布1月业绩。顺丰控股1月营收合计268.60亿元，同比增长2.22%。其中，速运物流业务营收203.96亿元，完成快递业务量13.86亿票，同比增长4.21%，单票收入维持在14.72元/票；圆通速递1月快递产品收入66.12亿元，同比增长23.82%；业务完成量...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260214185944a6fb1d5a&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>顺丰、圆通、韵达、申通1月业绩出炉；阿里拟减持苏宁易购2.3亿股；京东物流在欧洲推出冷链服务等</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n顺丰、圆通、韵达、申通1月业绩出炉；阿里拟减持苏宁易购2.3亿股；京东物流在欧洲推出冷链服务等\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-14 18:31 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260214185944a6fb1d5a&s=b><strong>物流沙龙</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p># 2月14日物流观察日记来了！点击阅读原文还可以查看更多内容哟~顺丰、圆通、韵达、申通1月业绩出炉2月14日，顺丰、圆通、韵达、申通公布1月业绩。顺丰控股1月营收合计268.60亿元，同比增长2.22%。其中，速运物流业务营收203.96亿元，完成快递业务量13.86亿票，同比增长4.21%，单票收入维持在14.72元/票；圆通速递1月快递产品收入66.12亿元，同比增长23.82%；业务完成量...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260214185944a6fb1d5a&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1868837722.USD","symbol_name":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"2\" (USD) ACC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260214185944a6fb1d5a&s=b","article_id":"2611114839","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260214185944a6fb1d5a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2611114839","pubTimestamp":1771065107,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"顺丰控股1月营收合计268.60亿元，同比增长2.22%。根据公告内容，截至公告披露日，杭州灏月持有ST易购18.09亿股，占公司未剔除回购专户总股本的19.53%。杭州灏月拟在2026年3月17日至2026年6月16日期间，通过集中竞价及大宗交易方式合计减持不超过2.3亿股，占公司剔除回购专户后总股本的2.5%。目前，京东物流已经在欧洲多国建立了较为完善的生鲜冷链解决方案，从仓库存储、运输、配送等全链路保障商品状态。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU1868837722.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"2\" (USD) ACC","IE00B543WZ88.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) ACC","LU0054237671.USD":"FIDELITY ASIAN SPECIAL SITUATIONS \"A\" INC","HMTD.SI":"Meituan HK SDR 5to1","IE00BF5LJ272.USD":"Legg Mason Martin Currie - Global Emerging Markets A Acc USD","LU1226287529.USD":"UBS (LUX) KEY SELECTION SICAV - CHINA ALLOCATION  OPPORTUNITY (USD) \"P\" (USD) ACC","LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" (USD) ACC","LU1481107354.HKD":"HSBC GIF HONG KONG EQUITY \"AD\" (HKD) INC","BK1587":"次新股","LU2476274308.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (USD) ACC","BK1151":"航空货运与物流","LU1808992512.USD":"AB ALL CHINA EQUITY PORTFOLIO \"A\" (USD) ACC","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","BK1583":"高瓴概念","LU2087589342.USD":"BGF ASIAN MULTI-ASSET INCOME \"A6\" (USD) INC","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","BK1521":"挪威政府全球养老基金持仓","LU0011963245.USD":"abrdn SICAV I ASIA PACIFIC SUSTAINAB  LE EQUITY \"A\" (USD) ACC","LU0132412106.USD":"abrdn SICAV I - EMERGING MARKETS EQUITY \"A\" (USD) ACC","02618":"京东物流","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU0561508036.HKD":"ALLIANZ CHINA EQUITY \"A\" (HKD) INC","BK1502":"双十一","LU0463099449.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) ACC","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU1813983027.USD":"MANULIFE GF DRAGON GROWTH \"AA\" (USD) INC","LU1807302812.USD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (USD) ACC","03690":"美团-W","LU0577902298.EUR":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (EUR) ACC","LU1734074674.USD":"NINETY ONE GSF ASIA PACIFIC FRANCHISE \"A\"(USD) ACC","LU0140636845.USD":"施罗德大中华区股票A Acc","LU0509642566.USD":"SCHRODER ISF GLOBAL EMERGING MARKET OPPORTUNITIES \"A\" (USD) INC AV","LU0164880469.USD":"HSBC GIF HONG KONG EQUITY \"AC\" ACC","LU1868838027.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"8\" (USD) ACC","LU0577902611.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"A\" (USD) ACC","LU0868486357.SGD":"JPMorgan Funds - Emerging Markets Opportunities A (acc) SGD-H","LU1152091754.HKD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" (HKD) INC","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU1048588211.SGD":"Blackrock Asian Dragon A2 SGD-H","LU0054450605.USD":"HSBC GIF GLOBAL EMERGING MARKTS EQ \"AD\" INC","LU0455707207.USD":"FIDELITY FUNDS  CHINA INNOVATION \"A\" (USD) INC","LU0456846285.SGD":"JPMorgan Funds - Greater China A (acc) SGD","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","LU0594300419.USD":"富达中国消费基金A","LU0051755006.USD":"摩根大通中国A (dist)","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC"},"translate_title":"The January results of SF Express, YTO, Yunda, and Shentong were released; Ali plans to reduce its holdings of Suning.com by 230 million shares; JD Logistics launches cold chain services in Europe and more","themeId":"4f3c7185f9dd8c4879f857752c907620","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"02618":1.5,"03690":0.9,"METmain":0.6,"HMTD.SI":0.6},"content_text":"# 2月14日物流观察日记来了！点击阅读原文还可以查看更多内容哟~顺丰、圆通、韵达、申通1月业绩出炉2月14日，顺丰、圆通、韵达、申通公布1月业绩。顺丰控股1月营收合计268.60亿元，同比增长2.22%。其中，速运物流业务营收203.96亿元，完成快递业务量13.86亿票，同比增长4.21%，单票收入维持在14.72元/票；圆通速递1月快递产品收入66.12亿元，同比增长23.82%；业务完成量29.43亿票，同比增长29.75%；快递产品单票收入2.25元，同比下降4.57%；申通快递1月快递服务业务收入59.73亿元，同比增长43.26%；完成业务量25.4亿票，同比增长25.57%；快递服务单票收入2.35元，同比增长14.08%；韵达股份1月快递服务业务收入48.02亿元，同比增长18.01%；完成业务量22.31亿票，同比增长10.83%；快递服务单票收入2.15元，同比增长6.44%。（来源：罗戈网）阿里拟减持苏宁易购减持2.3亿股2月13日，苏宁易购集团股份有限公司（ST易购）发布公告称，持股5%以上股东杭州灏月企业管理有限公司（阿里）拟减持公司股份。根据公告内容，截至公告披露日，杭州灏月持有ST易购18.09亿股，占公司未剔除回购专户总股本的19.53%。杭州灏月拟在2026年3月17日至2026年6月16日期间，通过集中竞价及大宗交易方式合计减持不超过2.3亿股，占公司剔除回购专户后总股本的2.5%。其中集中竞价减持不超9204.37万股，占比1%；大宗交易减持不超1.38亿股，占比1.5%。（来源：观点地产网）首个采用“微仓”创新模式，京东物流在欧洲推出冷链服务随着京东物流JoyExpress快递服务在欧洲英国、德国、荷兰、法国四国上线，不仅可在当地提供当日达、次日达的高时效服务，针对生鲜冻品的全程冷链服务也让消费者能够快速尝“鲜”。高品质服务的背后，京东物流已在欧洲投放循环保温箱，并将在欧洲率行业之先首个采用“微仓”创新模式，推动供应链全环节绿色、高效。目前，京东物流已经在欧洲多国建立了较为完善的生鲜冷链解决方案，从仓库存储、运输、配送等全链路保障商品状态。具体而言，在仓储层面，京东物流在欧洲多个海外仓中布设温度传感器，不仅能够对温度进行实时采集还能够对所有温控数据可追溯、可核查。针对不同品类，京东物流还建立了多维度、标准化抽检和分级机制进行精准控温管理。（来源：京东物流黑板报）菜鸟无人车携手滴滴送货，春节不打烊2月13日，年货寄递进入高峰期。在年货转运最繁忙的节点，为保障店铺老板们的寄递需求，菜鸟无人车正式联动滴滴送货，推出“无人车+便捷寄送”服务创新模式，以数智化运力守护春节民生。（来源：菜鸟无人车）嘉兴机场货运口岸获批，东方天地港再迎里程碑2月10日，嘉兴机场航空货运口岸临时开放获国家口岸管理办公室正式批复，嘉兴南湖机场成功获得“国际通行证”！这是嘉兴全球航空物流枢纽建设进程中的重要进展，也标志着东方天地港国际化物流服务进入倒计时。口岸临时开放是航空枢纽开展国际业务的前置条件。依托机场运行保障、口岸配套设施与疏港体系的协同支撑，东方天地港已完成国际货运功能的基本构建。作为嘉兴全球航空物流枢纽的主要承载平台，东方天地港严格对标航空货运口岸标准，推进设施建设与流程规范。目前，口岸作业区基础设施已全面建成，通关保障能力满足投运要求。（来源：圆通之家）淘宝闪购推“高铁站点餐”服务2月14日消息，淘宝闪购联合旅途易购上线“高铁站点餐”服务。该服务面向全国高铁旅客，用户通过淘宝或支付宝APP，将收货地址设为指定高铁站，即可在专属频道选购餐食、饮品及伴手礼等商品。到站后凭订单至站内合作店铺或取货点自提。杭州东站、杭州西站、宁波站为首批试点，已接入30余家品牌商户。此举旨在提升旅客出行用餐效率，缓解站内排队候餐压力。（来源：DoNews）美团闪购“1对1急送”铺开近200城据悉，美团闪购近期扩大“1对1急送”服务覆盖范围。目前全国近200个城市的消费者在闪购下单时，均可勾选该服务。用户平均支付3-4元，可比常规配送节省5-20分钟。据平台数据，使用该服务的订单主要集中在冰品、母婴、日用百货等高时效要求品类，以及数码、白酒等高价值礼赠场景。“1对1急送”核心在于“一次只送一单”。骑手从取货到送达全程点对点直达，无需规划多单路线，也减少了商品在途挤压、碰撞的风险。（来源：亿邦动力）1月份国家铁路发送货物3.32亿吨今年1月，国家铁路累计发送货物3.32亿吨，同比增长1.6%；日均装车18.07万车，同比增长3%， 呈现量质齐升的良好态势。1月份货运班列运量同比增长36.9%，集装箱运量同比增长15.2%，有力支持建设全国统一大市场。加强与社会骨干物流企业战略合作，持续优化全程物流产品，压缩中间环节，提高运输效率，推动多式联运发展，1月份国家铁路铁水联运量完成155.5万标箱、同比增长15.3%，其中铁水联运“一单制”物流产品累计订舱7808标箱。（来源：中国铁路）此文系作者个人观点，不代表物流沙龙立场","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"shareholding,dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2611114839","isCrawlerRequest":true}