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德邦物流IPO再次中止审查

2017-08-29 09:36:16   新华网

同时,也有媒体质疑德邦物流2016年净利润较2014年还低。德邦物流的数据显示,德邦物流2014年、2015年、2016年营业收入分别为104.93亿元、129.21亿元和170亿元,同期净利润分别为4.72亿元、3.37亿元和3.79亿元。德邦物流董秘办回应称,利润变动是由于市场竞争加剧,德邦物流陆续推出了快运等业务,所以利润有一些微小的影响。

记者向德邦物流了解此次IPO中止是否会对公司融资、现金流产生影响,公司回应称,“公司目前现金流充足,负债率情况相对较健康,融资计划(募资不超过28.8亿元)也不会变。”(记者李云琦)

  ■ 快递业年中盘点

  1 顺丰市场份额下降0.3个百分点

顺丰控股在上半年实现营收321.6亿元,同比增加23%,归属于上市公司利润18.8亿元,同比增长7.4%。从营收和净利上来看,顺丰依然是中国最大的快递公司,它上半年的收入要比“三通一达”的总和还要多出85亿元。

不过顺丰市场占有率为7.9%,比去年微降0.3个百分点。其在上半年实现快递件量13.7亿票,同比增长20.5%,低于全国快递服务企业业务量30%的增速。

“顺丰虽然目前仍有优势,但一步也不能走错,”物流行业资深分析人士龚福照称,顺丰面临“三通一达”的追赶,急需加深专业化程度,稳固自己的护城河。

航空业务作为顺丰最大的优势,其正在加固这一竞争壁垒。

目前,顺丰航空拥有40架货机,还租赁了16架全货机,拥有航线52条,飞行员367人。日前募集的80亿元资金中,主要对于飞机运力的投入也将为顺丰进入国际市场打下基础。

除了主营业务速运物流以外,顺丰还在重货、国际、冷链、同城配等新兴业务收入占比从2016年同期的7.9%提升至11.81%,多元化的趋势日渐明显。龚福照称,顺丰业绩的增长也得益于冷链等细分特定市场的增长。

2017年上半年,顺丰冷运的营业收入(不含税)达到10.34亿元,同比增长达到85.5%,尚未盈利。 新京报记者 杨砺

  2 行业集体降速 圆通业绩增速最低

对比几大快递公司业绩,虽然各项数据仍在继续增长,但业务量相比前两年已有减缓。

前不久,国家邮政局发布了一篇《关于2017年一季度邮政等专业经济运行情况通报》,显示出2017年一季度全国快递服务企业业务收入累计完成984.6亿元,同比增长27.4%,较2016年一季度增速42%、2015年一季度增速31.6%有所下降。

有声音认为,几大快递企业增速集体放缓与电商市场增速下降、一线城市招工难和加盟利润或到临界点有关。

相较竞争对手,圆通的业绩增速在上市企业中最低。圆通速递在上半年实现营业收入82.11亿元,同比增长10.56%;净利润为6.93亿元,同比增长6.18%。

业务量上,圆通在2017年上半年实现22.6亿件,较2016年同期增长19.13%。但其增速却低于行业30.7%的平均增速。分析认为增速放缓的主因或为年初时部分网点不稳所致。

几大快递企业中,从净利润增速上看,中通最高。公司2017财年上半年营业收入55.86亿人民币,同比增长31.59%,上半年盈利12.2亿人民币,同比增长59.20%。

虽然中通的财报数据保持了稳步的增长,但中通快递的股价却持续低迷。在中通于去年10月在美上市后,股价持续下跌,累积下跌超过30%。在本季度财报公布后,中通快递的股价依然下跌,跌幅已超5%。(记者 杨砺)

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