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Air freight rates hit a three-year high! US route prices have doubled since mid-March, and some Middle Eastern airlines have resumed cargo flights.
① According to information obtained by a Cailian News reporter from air freight forwarders, cargo flights operated by Emirates, Qatar Airways, and Etihad Airways have partially resumed. However, market freight rates remain at high levels, with rates on U.S. routes surging to RMB 60 per kilogram. ② An expert stated that the resumption of flights by Middle Eastern airlines will indeed ease the upward pressure on freight rates due to increased capacity. However, as capacity has yet to fully recover and costs remain elevated, freight rates will continue to be supported.
Is the initial investment finally paying off? SF Express's international business share has increased.
Capital investment has now yielded growth in performance across multiple dimensions.
SF Express's Q1 revenue increased by 6% year-on-year to RMB 74.1 billion, with net profit growing by 13% year-on-year. SF Express and J&T Express have mutually acquired stakes in each other, while advancing share repurchases on both A-share and H-share ma
In the first quarter of 2026, SF Holding reported revenue of 74.14 billion yuan, representing a year-on-year increase of 6.1%. Net profit attributable to shareholders reached 2.53 billion yuan, up 13.0% year-on-year, with profit growth significantly outpacing revenue growth. Revenue per express delivery ticket rebounded year-on-year, while international business revenue grew by 8.2%, surpassing the growth rate of the core express business. The company and J&T Express exchanged equity stakes, advanced dual A+H share repurchase and employee stock ownership plans, and reduced its debt-to-asset ratio to 47.8%.
Stocks Soared to the Upper Limit! The Q1 Earnings Season in the A-Share Market is in Full Swing, with 11 Listed Companies Forecasting a Maximum Year-on-Year Net Profit Increase of Over 10 Times
①The day after disclosing the Q1 earnings forecast, Jiaozuo Wanfang, Ji Bit, Longpan Technology, and Ningbo Fubang all closed at their daily limit-up prices, while Lijiang Tourism and STO Express achieved two consecutive limit-up sessions. ②A compilation of A-share listed companies with over 1000% year-on-year growth in net profit for Q1 is provided, along with reasons for changes in performance (see table).
Q1 net profit of the RMB 100 billion office sector leader increased by up to 473% year-on-year, with a significant surge in investment income | Selected post-market announcements
The office giant's Q1 earnings forecast has been released, the concept stock of computing power chips with two consecutive trading limits has issued a risk warning, and the 'photovoltaic dark horse' has announced the termination of an acquisition...
Ranking of M&A Transactions in the Chinese Market for Q1 2026
In the first quarter of 2026, China's M&A market (including cross-border M&A by Chinese enterprises) disclosed a total of 1,734 M&A transactions, representing a year-on-year increase of 5.86%; the transaction value was approximately 454.1 billion yuan, reflecting a year-on-year increase of about 6.53%.