A few days ago, four listed express delivery companies, Tong Yuan, Dayun, Shentong and Shunfeng, announced that their net profit generally achieved a high growth of more than 50%, making them the fastest-growing A-share industry. This is also the first time that the courier company 20 16 announced its annual performance forecast after its backdoor listing.
According to the announcement, Tong Yuan and Dayun are among the top growth companies, and their net profit is expected to double. Shentong and SF are also expected to increase by more than 50%: Tong Yuan's estimated net profit attributable to listed companies is 65.438+35 billion-654.38 billion, and Dayun's is 65.438+65 billion-654.38 billion+.
Last year, the profit margins of listed express delivery companies all jumped sharply-the profit growth rates of 2015 and 20 16 were Tong Yuan -4. 1% 88%- 102%, Dayun's 25.4% ratio120%-/respectively.
The performance of express delivery companies has exploded.
Due to the fierce competition in the express delivery industry in recent years and the constant price war of express delivery, the profit rate of express delivery enterprises has declined. Coupled with the sharp increase in labor costs, the net profit of YTO Express was 653 million yuan, 747 million yuan and 7170,000 yuan from 20 13 to 20 15, respectively, and the profit growth rate slowed down continuously, falling once in 20 15.
Previously, Shentong Express issued a revised announcement on the 20 16 annual performance forecast, and the net profit attributable to shareholders of listed companies was123.8 billion yuan ~ 125 1000 billion yuan, a year-on-year increase of 6 1.93% ~ 63.56%.
Judging from the performance forecast disclosed by Shentong Express and YTO Express, in 20 16, while the express delivery enterprises went public collectively, while the industry continued to grow at a high speed, it also ushered in a year of big profit explosion.
The price war is coming to an end.
20 16 China express delivery industry is accelerating to embrace the capital market, and capital operation is almost regarded as a necessary condition for maintaining its position or overtaking in corners.
With the listing of "Four Links and One Reach" one after another, the first-line express delivery enterprises with financial strength will accelerate the crushing of medium-sized second-and third-line express delivery enterprises, and the listed express delivery enterprises will use their financial advantages to enhance their business capabilities and expand their business scale. After a round of M&A integration and multi-mode development, it is expected to grow into an integrated logistics service provider. In the future, there will be 2-3 express delivery giants with a market value of 100 billion in China express delivery industry.
While the express delivery giants compete for capital, small and medium-sized express delivery enterprises may face a crisis of survival, and their acquisition and integration will become a high probability event.
Who can be better in the capital market, and whether SF can continue to maintain the position of "the first brother of express delivery" depends on which express delivery company is better at capital operation and seize the opportunity in the fierce competition. We will wait and see.