S.F. Holding Co., Ltd.

Report azionario SZSE:002352

Capitalizzazione di mercato: CN¥163.8b

S.F. Holding Crescita futura

Criteri Future verificati 1/6

S.F. Holding prevede che gli utili e i ricavi cresceranno rispettivamente di 9.6% e 6.7% all'anno. Si prevede che l'EPS crescerà di 9.3% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 12% in 3 anni.

Informazioni chiave

9.6%

Tasso di crescita degli utili

9.25%

Tasso di crescita dell'EPS

Logistics crescita degli utili13.7%
Tasso di crescita dei ricavi6.7%
Rendimento futuro del capitale proprio11.96%
Copertura analitica

Good

Ultimo aggiornamento16 Aug 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento narrativa • 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.
Nuova narrativa • 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?
Nuova narrativa • 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?
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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).
Aggiornamento narrativa • 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).
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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).
Aggiornamento narrativa • 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).
Aggiornamento narrativa • 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).
Aggiornamento narrativa • 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).
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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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Nuova narrativa • 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.

Previsioni di crescita degli utili e dei ricavi

SZSE:002352 - Stime future degli analisti e dati finanziari passati (CNY Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
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

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di 002352 ( 9.6% all'anno) è superiore al tasso di risparmio ( 2.4% ).

Guadagni vs Mercato: Si prevede che gli utili di 002352 ( 9.6% all'anno) cresceranno più lentamente rispetto al mercato CN ( 26.5% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di 002352 cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di 002352 ( 6.7% all'anno) crescerà più lentamente rispetto al mercato CN ( 16.9% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di 002352 ( 6.7% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di 002352 sarà basso tra 3 anni ( 12 %).

Scoprire le aziende in crescita

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/08/22 19:40
Prezzo dell'azione a fine giornata2026/08/21 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

S.F. Holding Co., Ltd. è coperta da 38 analisti. 20 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

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