S.F. Holding Co., Ltd.

SZSE:002352 Lagerbericht

Marktkapitalisierung: CN¥163.8b

S.F. Holding Zukünftiges Wachstum

Future Kriterienprüfungen 1/6

S.F. Holding wird ein jährliches Gewinn- und Umsatzwachstum von 9.6% bzw. 6.7% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 9.3% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 12% betragen.

Wichtige Informationen

9.6%

Wachstumsrate der Gewinne

9.25%

EPS-Wachstumsrate

Logistics Gewinnwachstum13.8%
Wachstumsrate der Einnahmen6.7%
Zukünftige Eigenkapitalrendite11.96%
Analystenabdeckung

Good

Zuletzt aktualisiert16 Aug 2026

Jüngste Aktualisierungen zum künftigen Wachstum

Recent updates

Narrative-Update • Jul 30

002352: Share Buybacks And Dividends Will Drive Future Upside Potential

Analysts have trimmed their price target on S.F. Holding to CN¥46.42 from CN¥47.52 as small tweaks to the discount rate, revenue growth assumptions, profit margins and future P/E inputs result in a slightly lower fair value estimate. What’s in the News for S.F. Holding Between July 1 and July 21, 2026, S.F. Holding repurchased 3,538,000 shares, described as 0.07% of its share capital, for CNY 119.34 million.
Neues Narrative • Jul 23

Automation And Cross Border Logistics Will Shape A Steady Yet Constrained Future

Catalysts About S.F. Holding S.F. Holding is a China based integrated logistics company focused on express delivery, freight, and supply chain services across domestic and international markets. What are the underlying business or industry changes driving this perspective?
Neues Narrative • Jul 09

Global Supply Chain Expansion And Automation Will Transform This Logistics Leader’s Future Prospects

Catalysts About S.F. Holding S.F. Holding is a China based integrated logistics company with express delivery, freight, supply chain and international services. What are the underlying business or industry changes driving this perspective?
Narrative-Update • Jun 17

002352: Share Repurchases And Dividend Policy Will Support Future Upside Potential

Analysts have slightly reduced their price target on S.F. Holding, with updated fair value estimates moving from CN¥47.92 to CN¥47.52 as they fine tune assumptions around discount rates, revenue growth, profit margins and future P/E expectations. What's in the News for S.F. Holding S.F. Holding closed an H share private placement on 9 June 2026, raising net proceeds of about HK$8,288,750,000.
Narrative-Update • Jun 03

002352: Expanded Share Repurchases And Dividend Will Support Future Upside Potential

Analysts have nudged their price target for S.F. Holding slightly lower to CN¥47.92 from CN¥47.92, reflecting small adjustments to assumptions around the discount rate, revenue growth, profit margins, and future P/E expectations. What's in the News A board meeting is scheduled for March 20, 2026 to consider changing the use of certain proceeds from the global offering.
Narrative-Update • May 11

002352: Expanded Share Buybacks And Dividend Will Support Future Upside Potential

Analysts have trimmed their price target for S.F. Holding to about CN¥47.92 from roughly CN¥48.76, reflecting updated assumptions around a slightly lower revenue growth outlook, a modestly higher profit margin, a small reduction in the discount rate, and a reduced future P/E multiple. What's in the News The board plans to meet on March 20, 2026 to review a proposal to change how certain proceeds from the global offering will be used.
Narrative-Update • Apr 26

002352: Expanded Share Buybacks And Dividend Will Support Future Upside Potential

Analysts have trimmed their price target on S.F. Holding slightly to reflect a fair value estimate of about CN¥48.76. This estimate is supported by updated assumptions for discount rate, revenue growth, profit margin and future P/E.
Narrative-Update • Apr 10

002352: Expanded Buybacks And Capital Reduction Will Support Future Upside Potential

Analysts have moderately reduced their price target for S.F. Holding to about CN¥49.23 from CN¥49.84, citing updated assumptions for revenue growth, profit margins, the discount rate and future P/E expectations. What's in the News From January 1, 2026 to March 31, 2026, S.F. Holding repurchased 28,083,500 shares for CNY 1,057.28m, taking total repurchases under the April 28, 2025 buyback to 67,043,189 shares for CNY 2,599.77m, representing 1.33% of shares (Key Developments).
Narrative-Update • Mar 27

002352: Completed Share Repurchases Will Support Future Upside Potential

Analysts have trimmed their price target for S.F. Holding slightly to around CN¥49.84 from about CN¥50.10, reflecting modest adjustments to fair value, discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News S.F. Holding updated investors on its ongoing share repurchase program under the buyback announced on April 28, 2025 (company disclosure).
Narrative-Update • Mar 12

002352: Share Repurchases And Stable Profit Outlook Will Support Future Upside Potential

Analysts now estimate fair value for S.F. Holding at CN¥50.10 per share, which is broadly consistent with the previous target. This view is supported by slightly lower assumed discount rates, a marginally softer profit margin outlook, and a similar forward P/E framework.
Narrative-Update • Feb 26

002352: Share Buybacks And Governance Reforms Will Support Future Upside Potential

Analysts have maintained their CN¥50.10 price target on S.F. Holding, citing only small tweaks to underlying assumptions such as the discount rate, long term revenue growth, profit margin, and future P/E expectations. What's in the News S.F. Holding completed a share buyback program first announced on April 28, 2025, repurchasing a total of 38,959,689 shares, representing 0.78% of share capital, for CNY 1,542.49 million (Key Developments).
Narrative-Update • Feb 11

002352: Share Repurchases And Governance Reforms Will Support Future Share Price Appreciation

Analysts have slightly adjusted their view on S.F. Holding, trimming the average 12 month price target by a small amount to reflect modestly lower discount rate and future P/E assumptions while keeping fair value broadly anchored around CN¥50.10. What's in the News S.F. Holding completed a share repurchase of 38,959,689 shares, representing 0.78% of its share capital, for a total of CNY 1,542.49m under the buyback program announced on April 28, 2025 (Key Developments).
Narrative-Update • Jan 26

002352: Expanded Buyback Program Will Support Future Share Price Appreciation

Analysts have made a slight reduction to their price target on S.F. Holding, reflecting modest adjustments to fair value, discount rate, revenue growth, profit margin, and future P/E assumptions rather than any major shift in the underlying story. What's in the News Between October 1, 2025 and December 31, 2025, S.F. Holding repurchased 31,527,041 shares, representing 0.63% of its share capital, for CNY 1,242.5 million under its ongoing buyback plan (company filing).
Narrative-Update • Jan 11

002352: Expanded Buyback And Governance Reforms Will Support Future Share Price Appreciation

Analysts have slightly reduced their price target on S.F. Holding, reflecting modest adjustments to fair value assumptions, the discount rate, revenue growth, profit margin, and future P/E expectations. What's in the News From October 1, 2025 to December 31, 2025, S.F. Holding repurchased 31,527,041 shares, representing 0.63% of its share capital, for CNY 1,242.5 million under its ongoing buyback program (company disclosure).
Narrative-Update • Dec 15

002352: Expanded Share Buyback Authorization Will Support Future Share Price Appreciation

Analysts have nudged their price target on S.F. Holding only marginally higher, reflecting slightly increased assumptions for long term revenue growth and discount rate while keeping fair value essentially unchanged at about $50.68 per share. What's in the News S.F. Holding has called a special or extraordinary shareholders meeting for December 30, 2025 at 15:00 China Standard Time in Shenzhen, China to address corporate matters requiring shareholder approval (Key Developments) On October 30, 2025, the company increased its equity buyback authorization by CNY 2,000 million to a total of CNY 3,000 million and extended the program through October 29, 2026, indicating an ongoing capital return to shareholders (Key Developments) Between April 28, 2025 and September 30, 2025, S.F. Holding repurchased 7,432,648 shares, representing 0.15 percent of its share capital, for CNY 299.99 million, completing a previously announced buyback tranche (Key Developments) Valuation Changes The fair value estimate remained effectively unchanged at about $50.68 per share, indicating no material revision to intrinsic value.
Narrative-Update • Nov 29

002352: Buyback Increase To CN¥3,000 Million Will Drive Share Price Higher

Analysts have modestly lowered their price target for S.F. Holding, with updated estimates now at ¥50.68. Recent reassessments reflect small shifts in expected discount rate and earnings multiples.
Narrative-Update • Nov 15

002352: Increased Buyback Authorization Will Support Share Price Over Next Year

Analysts have revised their price target for S.F. Holding downward from $52.35 to $50.68. They cited slightly reduced expectations for revenue growth and profit margins, as well as a marginally higher discount rate.
Narrative-Update • Oct 31

002352: Share Buyback Expansion And Dividend Actions Will Drive Next Phase

Narrative Update on S.F. Holding: Analyst Price Target Change Analysts have lowered their fair value estimate for S.F. Holding from ¥54.02 to ¥52.35. They attribute the change to more cautious projections for revenue growth, a slightly higher discount rate, and only modest improvements in profit margins.
Narrative-Update • Sep 14

Southeast Asia Freight And Digital Automation Will Open New Markets

S.F. Holding’s key financial metrics, including discount rate and net profit margin, showed negligible changes, resulting in the consensus analyst price target remaining essentially stable with a slight decrease from CN¥54.58 to CN¥54.02. What's in the News Extraordinary General Meeting to consider changes in registered capital, amendments to articles of association, and stock ownership plan.
Narrative-Update • Aug 31

Southeast Asia Freight And Digital Automation Will Open New Markets

S.F. Holding’s valuation metrics remain stable, with both the discount rate and net profit margin showing negligible changes, supporting a marginal increase in the consensus analyst price target from CN¥54.96 to CN¥55.59. What's in the News Board approved interim results for six months ended June 30, 2025, and is considering payment of an interim dividend.
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Neues Narrative • Mar 30

Southeast Asia Freight And Digital Automation Will Open New Markets

Strategic focus on international growth and technological innovation aims to improve operational efficiency and revenue outside the domestic market.

Gewinn- und Umsatzwachstumsprognosen

SZSE:002352 - Zukünftige Analystenschätzungen und Finanzdaten der Vergangenheit (CNY Millions)
DatumUmsatzGewinneFreier CashflowBargeld aus operativen TätigkeitenDurchschn. Anz. Analysten
12/31/2028386,83315,15923,84435,24815
12/31/2027360,46713,56820,95331,73120
12/31/2026333,68612,10016,56729,56320
3/31/2026312,51911,40916,40226,858N/A
12/31/2025308,22711,11718,05027,555N/A
9/30/2025302,82010,86219,88229,049N/A
6/30/2025296,86911,10122,99331,401N/A
3/31/2025288,92910,49323,54131,514N/A
12/31/2024284,42010,17022,84232,186N/A
9/30/2024276,2599,58717,29028,146N/A
6/30/2024268,4548,86514,37426,467N/A
3/31/2024262,7028,42614,17426,999N/A
12/31/2023258,4098,23414,09826,570N/A
9/30/2023257,3557,96617,19829,302N/A
6/30/2023261,7927,83816,67129,815N/A
3/31/2023265,5546,87218,61632,201N/A
12/31/2022267,4906,17418,51932,703N/A
9/30/2022270,4736,94315,00530,801N/A
6/30/2022248,9076,02211,23727,739N/A
3/31/2022227,5516,2802,65621,413N/A
12/31/2021207,1874,269-3,83815,358N/A
9/30/2021180,2543,526-9,1589,659N/A
6/30/2021171,2024,324-8,7588,724N/A
3/31/2021163,0655,430-6,1588,166N/A
12/31/2020153,9877,326-94411,324N/A
9/30/2020143,0177,0832,84812,073N/A
6/30/2020133,2486,4594,13511,232N/A
3/31/2020121,7075,4413,2149,609N/A
12/31/2019112,1935,797N/A9,121N/A
9/30/2019104,2725,889N/A8,515N/A
6/30/201998,4665,446N/A7,910N/A
3/31/201994,3784,831N/A6,527N/A
12/31/201890,9434,556N/A5,458N/A
9/30/201886,8874,110N/A6,992N/A
6/30/201881,6635,100N/A6,898N/A
3/31/201876,3954,988N/A6,678N/A
12/31/201771,2734,774N/A6,334N/A
9/30/201766,8594,533N/A5,367N/A
6/30/201763,5574,311N/A4,464N/A
3/31/201760,6314,274N/A4,758N/A
12/31/201657,4834,180N/A5,675N/A
12/31/201548,1011,101N/A2,782N/A

Analystenprognosen zum zukünftigen Wachstum

Einkommen vs. Sparrate: 002352Das prognostizierte Gewinnwachstum (9.6% pro Jahr) liegt über der Sparquote (2.4%).

Ertrag vs. Markt: 002352Die Erträge des Unternehmens (9.6% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt CN (26.2% pro Jahr).

Hohe Wachstumserträge: 002352Die Erträge des Unternehmens werden voraussichtlich steigen, jedoch nicht deutlich.

Einnahmen vs. Markt: 002352Die Einnahmen des Unternehmens (6.7% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt CN (16.7% pro Jahr).

Hohe Wachstumseinnahmen: 002352Die Einnahmen des Unternehmens (6.7% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.

Wachstumsprognosen für den Gewinn je Aktie

Künftige Eigenkapitalrendite

Künftige Eigenkapitalrendite: 002352Die Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich niedrig sein (12%).

Wachstumsunternehmen entdecken

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Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/08/22 20:48
Aktienkurs zum Tagesende2026/08/21 00:00
Gewinne2026/03/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

S.F. Holding Co., Ltd. wird von 38 Analysten beobachtet. 20 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Cherry LeungBernstein
Fan TsoBofA Global Research
Jiangnan LuoChina Galaxy Securities Co., Ltd.