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“双11”将至 中通与韵达涨价行业暂未跟风

2017-10-12 07:12:54   

调价企业业绩亮眼

中通快递调价棋子刚刚落下,韵达速递紧接着宣布进行调价。

10月11日上午,韵达速递在其官方网站发布了《告客户书》:受人力、物料以及运营成本攀升等影响,从即日起,对快件价格进行调整,具体请咨询韵达全国当地网点。

当天,《每日经济新闻》记者同样预约了南昌的韵达快递小哥,对方表示,确实接到要涨价的消息,但是具体怎么调,还没有接到通知。“今天下单,还是按照原来价格,没有通知,我们不会私自加价。”

24小时不到,两家快递企业先后宣布进行调价。“双11”即将到来,其他快递公司是不是也要加入到涨价的队伍中来呢?

记者致电顺丰控股证券部,一位姓赵的经理表示,一切以客户优先,目前还不确定会不会调价,没说调,也没说不调,一切都要等上面的决策。“中通快递提价,对顺风没有太大的影响,毕竟各自的领域不一样,不是直接的竞争对手。”

针对中通和韵达调价的消息,申通快递证券部工作人员告诉记者,目前尚未接到调价的通知,但不排除有这个可能。“如果有,我们到时候也会有公告。”

此外,圆通速递证券部称,是否调价的消息请以公司的新闻和公告为准。

已经宣布提价的中通和韵达,均在调价声明中表示,受运输成本增加、人工成本提升、原材料价格上涨等多种因素影响。

前面明确讲了,各种成本都在提高,因此这里指的调整当然是指涨价。那诸多成本都在上升,在价格没有进行调整前,中通和韵达的业绩是不是随着成本的上升而出现下滑了呢?

《每日经济新闻》记者对中通和韵达的财务状况进行了梳理,2017年上半年,两家企业的营业利润同比增幅都超过了50%,可谓业绩耀眼。

中通快递财务报表显示,2017年上半年,公司营业收入55.86亿元,营业利润16.2亿元,同比增长53.01%;韵达股份2017年中报显示,公司实现营业收入43.1亿元,营业利润10.46亿元,同比增长50.37%,净利润7.48亿元,净利润同比增长41%。

另外,韵达股份发布了2017年三季报预告,净利润101989.97万元~127487.46万元,增长幅度为20%~50%。

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