油价上涨压力下，中通二季度净利润增超五成，散件成新引擎

南方都市报08-19 13:24

8月19日，中通快递公布2026年第二季度未经审计的财务业绩。财报显示，公司上半年收入278.32亿元，同比增长22.5%；归母净利润51.69亿元，同比增长31.5%，包裹量达201.6亿件，市场份额微增至20.1%。其中，得益于高价值大客户业务占比继续提升，收入结构的优化，二季度实现145.5亿元，同比增长23%；净利润为30.78亿元，同比增长56.7%，增幅环比显著扩大。　　中通快递创始人...

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.laohunote.com/m/news/2660424412?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-08-19 13:24","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2660424412","market":"us","top_or_hot":-1,"title":"油价上涨压力下，中通二季度净利润增超五成，散件成新引擎","media":"南方都市报","content":"<div>\n<p>8月19日，中通快递公布2026年第二季度未经审计的财务业绩。财报显示，公司上半年收入278.32亿元，同比增长22.5%；归母净利润51.69亿元，同比增长31.5%，包裹量达201.6亿件，市场份额微增至20.1%。其中，得益于高价值大客户业务占比继续提升，收入结构的优化，二季度实现145.5亿元，同比增长23%；净利润为30.78亿元，同比增长56.7%，增幅环比显著扩大。　　中通快递创始人...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202608193846056177.html\">网页链接</a>\n\n</div>\n","source":"stock_eastmoney","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>油价上涨压力下，中通二季度净利润增超五成，散件成新引擎</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油价上涨压力下，中通二季度净利润增超五成，散件成新引擎\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-08-19 13:24 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.eastmoney.com/a/202608193846056177.html><strong>南方都市报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月19日，中通快递公布2026年第二季度未经审计的财务业绩。财报显示，公司上半年收入278.32亿元，同比增长22.5%；归母净利润51.69亿元，同比增长31.5%，包裹量达201.6亿件，市场份额微增至20.1%。其中，得益于高价值大客户业务占比继续提升，收入结构的优化，二季度实现145.5亿元，同比增长23%；净利润为30.78亿元，同比增长56.7%，增幅环比显著扩大。　　中通快递创始人...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202608193846056177.html\">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":"USL","symbol_name":"United States 12 Month Oil Fund LP","start_time":0,"source_url":"http://finance.eastmoney.com/a/202608193846056177.html","article_id":"2660424412","we_media_id":null,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202608193846056177.html","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2660424412","pubTimestamp":1787117040,"columns":[],"sourceInfo":{"source_id":"stock_eastmoney","name":"东方财富"},"weMediaInfo":null,"summary":"8月19日，中通快递公布2026年第二季度未经审计的财务业绩。财报显示，公司上半年收入278.32亿元，同比增长22.5%；归母净利润51.69亿元，同比增长31.5%，包裹量达201.6亿件，市场份额微增至20.1%。","collect":0,"end_time":0,"defaultTopTitle":"eastmoney.com","property":["earning"],"viewcount":null,"language":"zh","relate_stocks":{"USL":"United States 12 Month Oil Fund LP","USE":"USCF Energy Commodity Strategy Absolute Return Fund","USOI":"ETRACS Crude Oil Shares Covered Call ETN","OILU":"MicroSectors Oil & Gas Exp. & Prod. 3x Leveraged ETN","DRIP":"Direxion Daily S&P Oil & Gas Exp. & Prod. Bear 2X Shares","DBE":"能源商品ETF-PowerShares","DIG":"二倍做多美国油气指数","BWET":"BREAKWAVE TANKER SHIPPING ETF","DBC":"商品指数ETF-PowerShares DB","PXJ":"Invesco Oil & Gas Services ETF","IEO":"iShares Dow Jones U.S. Oil & Gas","SPXT":"ProShares S&P 500 Ex-Technology ETF","IXC":"全球能源业ETF-iShares","DBO":"原油ETF-PowerShares","DRLL":"Strive U.S. Energy ETF","BNO":"美国布伦特原油基金有限合伙企业","WTIU":"MICROSECTORS ENERGY 3X LEVERAGED ETN","GUSH":"Direxion Daily S&P Oil &Gas Exp. & Prod. Bull 2X Shares","VDE":"Vanguard Energy ETF","XES":"SPDR S&P Oil & Gas Equipment & Services ETF","UGA":"United States Gasoline Fund LP","ERX":"二倍做多能源ETF-Direxion","OIH":"石油服务ETF","SDOG":"ALPS Sector Dividend Dogs ETF","WEEI":"Westwood Salient Enhanced Energy Income ETF","PEJ":"INVESCO LEISURE AND ENTERTAINMENT ETF","UAE":"iShares MSCI UAE ETF","DUG":"二倍做空石油与天然气ETF(ProShares)","FTXN":"First Trust Nasdaq Oil & Gas ETF","OILK":"ProShares K-1 Free Crude Oil ETF","VOOV":"Vanguard S&P 500 Value ETF","PXE":"Invesco Energy Exploration & Production ETF","XLEX":"Corgi U.S. Energy 2x Daily ETF","TPOR":"Direxion Daily Transportation Bull 3X Shares","OILT":"Texas Oil Index ETF"},"translate_title":"Under the pressure of rising oil prices, Zhongtong's net profit in the second quarter increased by more than 50%, and parts became a new engine","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"XLEX":1.5,"DBC":1.5,"DRLL":1.5,"OILK":1.5,"VDE":1.5,"PEJ":1.5,"PXJ":1.5,"PXE":1.5,"OILT":1.5,"XES":1.5,"IEO":1.5,"WTIU":1.5,"BNO":1.5,"FTXN":1.5,"SDOG":1.5,"USOI":1.5,"UGA":1.5,"DBO":1.5,"WEEI":1.5,"DBE":1.5,"USL":1.5,"DIG":1.5,"UAE":1.5,"BWET":1.5,"DUG":1.5,"GUSH":1.5,"IXC":1.5,"SPXT":1.5,"TPOR":1.5,"OILU":1.5,"USE":1.5,"VOOV":1.5,"DRIP":1.5,"ERX":1.5,"OIH":1.5},"content_text":"8月19日，中通快递公布2026年第二季度未经审计的财务业绩。财报显示，公司上半年收入278.32亿元，同比增长22.5%；归母净利润51.69亿元，同比增长31.5%，包裹量达201.6亿件，市场份额微增至20.1%。其中，得益于高价值大客户业务占比继续提升，收入结构的优化，二季度实现145.5亿元，同比增长23%；净利润为30.78亿元，同比增长56.7%，增幅环比显著扩大。　　中通快递创始人、董事长兼首席执行官赖梅松表示：“2026年第二季度，中通完成了业务量105亿件，同比增长6.5%，高于行业平均增速2.3个百分点。调整后净利润达31亿元人民币。散件业务增速持续高于传统电商件，这一结构性转变在推动业务增长的同时，也有效提升了整体利润水平”。　　围绕散件业务，在业绩电话会上，赖梅松进一步透露：二季度，中通散件日均件量超1170万件，其中逆向件日均约910万单，同比高速增长，目前逆向件的利润贡献高于普通电商经济件。“尽管逆向件业务因市场竞争有所回落，但精细化管控有望优化单票利润。明年将重点关注散件和逆向件业务量的增长和质量提升，助力网点盈利增长和业务员收入增加” 。 　　财报显示，从经营数据来看，截至2026年6月30日，中通拥有92个分拣中心，31000余个揽/派件网点，直接网络合作伙伴数量约6000个，分拣中心间干线运输路线3600余条，自有干线车辆数量为10000余辆。　　二季度，油价波动对于物流运输成本产生直接影响。据统计，二季度中通单票营业成本1.01元，同比增长13.5%。“油价上涨对干线运输成本形成压力，令单票运输成本上升2分钱。但通过数字化运营和精细化管理，单票分拣及运输成本合计下降2分钱。下半年油价的影响还会持续，针对油价波动，我们将持续增加天然气车的投入，积极探索新能源、电力重卡在快递场景的运用。”赖梅松谈到，在全链路降本上，将大力推进网络调优，继续鼓励网点加装自动化设备、投放无人车、推广直链模式，持续降低末端成本。　　过去一年，物流全行业掀起推动“反内卷”的浪潮，多家快递企业业务量及盈利增长双双放缓，但部分企业的盈利增速超过收入增速，通过降本增效维持了经营质量的稳定。这一趋势仍在延续。　　赖梅松认为，随着“反内卷”的推进，上半年，快递行业已从粗放式规模扩张，局部转向高质量发展、经营质量优先的新阶段，市场竞争逐步回归理性，行业定价和盈利水平在逐步修复。这一趋势将深入推进，增长重心更多转向服务质量和运行效率的提升。“中通不盲目追求短期规模扩张，将网点盈利水平的稳步改善、快递员收入的持续增长、企业经营的稳健向好，作为高质量发展的核心标尺”。　　人工智能已经成为快递行业降本增效的重要手段。南都记者从业绩会上了解到，作为中通的核心战略之一，AI贯穿了从收件到派件的全链条，并转化为收益。例如，在运输环节，智能调度系统优化了路线、释放前置运力，使得装载率和运输时效明显提升，滞留快件减少15%，上半年AI在运输环节节约的成本，约占总运输成本的10%。在客服环节，90%以上的商家单咨询与工单需求由AI自助办结，降低人工运营成本。赖梅松称，“我们将深化AI技术与业务运营的融合，将技术突破转化为经营效率与服务品质的双重优势”。　　考虑到市场形势持续变化，以及行业包裹量增长呈现更广泛的放缓态势，中通调整之前作出的年度业务量指引，预计2026年的全年包裹量将在408亿至424亿件的区间，同比增长6.0%至10.0%。 （文章来源：南方都市报）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":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,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.44.1","shortVersion":"4.44.1","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/2660424412","isCrawlerRequest":true}