Leidi.com Lei Jianping April 30
STO Express Co., Ltd. (stock code: 002468, stock abbreviation: STO Express) released its financial report a few days ago. The financial report shows that STO Express’ revenue in 2022 will be 33.671 billion yuan, an increase of 33.32% from 25.255 billion yuan in the same period last year.
The government subsidy included in STO Express in 2022 is 27.69 million yuan.
STO Express will complete 12.947 billion pieces of express delivery in 2022, a year-on-year increase of 16.89%; the market share is 11.71%, a year-on-year increase of 1.48 percentage points.
STO Express’ net profit in 2022 will be 288 million yuan, compared with a net loss of 909 million yuan in the same period last year; net profit after deducting non-existing expenses will be 309 million yuan, compared with a net loss of 943 million yuan after deducting non-profits in the same period last year.
Among them, the revenue of STO Express in the fourth quarter of 2022 was 9.593 billion yuan, the net profit was 76.74 million yuan, and the net profit after deducting non-profits was 155 million yuan.
Shentong has lost money for two years in the past two years. It can be said that 2022 will be a year of high performance.
will continue to invest in infrastructure
STO Express' revenue in the first quarter of 2023 was 8.744 billion yuan, an increase of 22.25% from 7.152 billion yuan in the same period last year.
The net profit of STO Express in the first quarter of 2023 was 133 million yuan, an increase of 24.91% from 106 million yuan in the same period of the previous year; the net profit after deducting non-existing expenses was 125 million yuan, an increase of 34% from 93.48 million yuan in the same period of the previous year;
STO Express stated that in 2022, the company will focus on the business model of "transfer direct operation, outlet franchise", mainly through the construction of new and upgraded transshipment centers to optimize the layout of the transit network, and continue to invest in infrastructure construction to expand the throughput capacity of the transshipment center. Bigger and stronger hub transshipment capacity.
The company implemented a total of 82 production capacity improvement projects throughout the year, mainly involving core cities such as Langfang (Gu'an), Shanghai, Shenzhen, Chengdu, Wuxi, Jinan, Zhengzhou, Shenyang, Chongqing, Nanning, among which Langfang (Gu'an), Zhengzhou, Jinan Innovative custom development cooperation projects for the company. The smooth implementation of the above-mentioned production capacity improvement projects has pushed the company's normal throughput capacity to an average of 50 million orders per day.
In 2023, the company will continue to invest in infrastructure construction. It plans to implement 37 production capacity improvement projects throughout the year, and carry out capacity expansion and optimization at key nodes. After the project is completed and put into production, the production capacity of the entire network will be further steadily expanded. It is expected that by the end of 2023, the company's normal throughput The production capacity will reach an average of 55 million orders per day.
Ali holds 25% of the shares and is the single largest shareholder
As of March 31, 2023, Shanghai De'e Industrial Development Co., Ltd. holds 25%, Shanghai Gongzhirun Industrial Development Co., Ltd. holds 16.1%, Shanghai Deyin Investment Holding Co., Ltd. holds 7.76%, and Shanghai Derun Second Industrial Development Co., Ltd. holds 4.9% of the shares;
STO shareholding structure as of March 31, 2023
Chen Dejun holds 3.38% of the shares, Chen Xiaoying holds 2.65% of the shares, Ningbo Aibin Equity Investment Partnership (Limited Partnership) holds 2.53% of the shares, Shanghai Gaoyi Asset Management Partnership (Limited Partnership) - Gaoyi Linshan No. 1 Yuan Wang Fund holds 1.96% of the shares, HKSCC holds 1.5% of the shares, and Zhuhai Tiankuo Investment Partnership (Limited Partnership) holds 1.19% of the shares.
As of December 31, 2022, Shanghai De'e Industrial Development Co., Ltd. holds 25%, Shanghai Gongzhirun Industrial Development Co., Ltd. holds 16.1%, Shanghai Deyin Investment Holding Co., Ltd. holds 7.76%, and Shanghai Derun Second Industrial Development Co., Ltd. holds 4.9% of the shares;
STO shareholding structure as of December 31, 2022
Chen Dejun holds 3.38% of the shares, Chen Xiaoying holds 2.65% of the shares, Ningbo Aibin Equity Investment Partnership (Limited Partnership) holds 2.53% of the shares, Hong Kong Securities Clearing Co., Ltd. holds 1.43% of the shares, Zhuhai Tiankuo Investment Partnership (Limited Partnership) holds 1.19% of the shares, and Shanghai Panyao Asset Management Co., Ltd. - Panyao Tongxiang No. 3 Private Equity Securities Investment Fund holds 1.06% of the shares.
Shanghai Gongzhirun Industrial Development Co., Ltd., Shanghai Deyin Investment Holdings Co., Ltd., Shanghai Derun Second Industrial Development Co., Ltd., Chen Dejun, Chen Xiaoying, and Shanghai Panyao Asset Management Co., Ltd.-Panyao Tongxiang No. 3 private equity securities investment fund are in agreement action relationship.
As of December 31, 2022, the Chen Dejun brothers and sisters control the shareholding structure of Shentong
As of December 31, 2022, brothers and sisters Chen Dejun and Chen Xiaoying control 35.85% of STO Express and are the actual controllers of the company.
Shanghai De'e Industrial Development Co., Ltd. is a subsidiary of Ali, and Ali is the single largest shareholder.
As of September 30, 2022, Shanghai Deyin Derun Industrial Development Co., Ltd. holds 25%, Shanghai Gongzhirun Industrial Development Co., Ltd. holds 16.1%, Shanghai Deyin Investment Holdings Co., Ltd. holds 7.76%, Shanghai Derun Second Industrial Development Co., Ltd. holds 4.9% of the shares;
STO shareholding structure as of September 30, 2021
Chen Dejun holds 3.38% of the shares, Chen Xiaoying holds 2.65% of the shares, Ningbo Aibin Equity Investment Partnership (Limited Partnership) holds 2.53% of the shares, Hong Kong Securities Clearing Co., Ltd. holds 2.28%, Zhuhai Tiankuo Investment Partnership (Limited Partnership) holds 1.19% of the shares, and Shanghai Panyao Asset Management Co., Ltd. - Panyao Tongxiang No. 3 Private Equity Securities Investment Fund holds 1.06% of the shares.
On the whole, the equity of STO Express in the fourth quarter of 2022 remained relatively stable.
In the first quarter of 2023, Gao Yi Assets made a large purchase and became the top ten shareholders. In addition, Hong Kong Securities Clearing Co., Ltd. increased its holdings slightly.
As of today, Shentong's share price is 10.73 yuan, with a market value of 16.426 billion yuan.
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