SF Holding Business Overview and Analysis

SF Holding is a leading logistics and supply chain company in China. It was founded in 1993 by Wang Junzhou.

The company has grown rapidly over the years, expanding its services to include e-commerce logistics, supply chain management, and more. SF Holding has become a major player in the Chinese logistics market.

With a strong focus on innovation, SF Holding has invested heavily in technology, including AI and big data analytics. This has enabled the company to improve efficiency and reduce costs.

SF Holding's business model is built around providing fast and reliable delivery services to its customers. It has established a vast network of delivery centers and routes across China.

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SF Holding is a leading Chinese conglomerate with a diverse portfolio of businesses. Its history dates back to 1957.

The company was founded by Wang Wenxing, a prominent entrepreneur in China. He started the business with a small textile factory.

Today, SF Holding has grown to become one of the largest logistics companies in China, with a strong presence in the e-commerce and express delivery markets.

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Our company was founded in 2010 by a team of entrepreneurs who wanted to make a positive impact on the environment.

With a strong focus on sustainability, we've been able to reduce our carbon footprint by 30% through the use of renewable energy sources.

We're headquartered in a LEED-certified building in the heart of the city, surrounded by green spaces and public transportation options.

Our team of 500 employees comes from diverse backgrounds and industries, bringing a wealth of knowledge and expertise to the table.

We've developed a unique business model that prioritizes social responsibility and community engagement, resulting in a 25% increase in customer loyalty.

The Executive Committee of S.F. Holding Co Ltd is led by Wei Wang, a 55-year-old CEO who took the reins in 2016. He has been instrumental in shaping the company's direction.

The committee also includes Chit Ho, the 50-year-old Director of Finance/CFO, who joined the team in 2021. His expertise has been valuable in managing the company's finances.

Xin Wang, the Human Resources Officer, is a 53-year-old professional who has been with the company since 2021. She plays a crucial role in overseeing the company's HR functions.

Dong Zhang, the 45-year-old Sales & Marketing lead, joined the team in 2021. He brings a fresh perspective to the committee.

The Investor Relations Contact, Jing Zeng, is responsible for handling investor inquiries. Unfortunately, his age and start date are not available in the public records.

Here is a brief overview of the Executive Committee:

S.F. Holding Co Ltd is the parent company of S.F. Holding Co., Ltd.

S.F. Holding Co., Ltd. is headquartered in Shenzhen Investment Holdings Bldg.

S.F. Holding Co., Ltd. is located at Science & Technology South, 1st Road.

The company's postal code is 518057.

S.F. Holding Co., Ltd. can be found in Shenzhen.

SF Holding offers a range of services, including courier services. The company operates in various countries, with notable listings for S.F. HOLDING CO., LTD. and POSTE ITALIANE S.P.A. in the courier services section.

The company's courier services have shown varying performance over time, with S.F. HOLDING CO., LTD. experiencing a -0.09% change in the past 5 days, while POSTE ITALIANE S.P.A. saw a +0.23% change.

SF Intra-City, a subsidiary of SF Holding, specializes in on-demand delivery services, providing end-to-end instant delivery throughout cities. This service targets merchants, consumers, couriers, and partners.

The company's on-demand delivery services have gained traction, especially with the rise of e-commerce and live streaming in China. SF Intra-City launched on-demand delivery services combined with e-commerce live streaming, expanding its offerings.

Here are some key statistics on SF Holding's courier services:

The weighted average by capitalization of SF Holding's courier services shows a +0.10% change in the past 5 days, indicating a relatively stable performance.

SF Holding's financials are impressive, with net sales projected to reach 6,144 billion yuan in 2025 and 6,717 billion yuan in 2026. This represents a significant increase from previous years.

Their net income is also expected to grow, reaching 233 billion yuan in 2025 and 270 billion yuan in 2026. This growth is likely to be driven by their expanding business operations.

One notable aspect of SF Holding's financials is their net debt, which is expected to be -275 billion yuan in 2025 and -476 billion yuan in 2026. This indicates that the company is likely to be debt-free in the near future.

Here's a summary of SF Holding's valuation metrics:

Their free-float is estimated to be around 36.23%, indicating that a significant portion of the company's shares are available for trading.

Financials play a crucial role in understanding a company's overall health and performance. The data provided shows a significant increase in net sales from 2025 to 2026, with a growth of 29% to 340B.

This growth is impressive, but it's essential to examine the net income, which also saw a notable increase of 16% to 13.65B in 2026. The net income is a more accurate measure of a company's profitability than net sales, as it takes into account the costs associated with generating those sales.

Net debt is another critical financial metric to consider. In 2026, the net debt decreased by 21% to -24.08B. This reduction in debt can be a sign of financial stability and a company's ability to manage its finances effectively.

Here's a breakdown of the net sales and net income for 2025 and 2026:

A decrease in net debt can also be a sign of a company's ability to manage its finances effectively. In 2026, the net debt decreased by 21% to -24.08B, indicating a more stable financial situation.

Valuation is a crucial aspect of investing, and it's essential to understand the different metrics used to evaluate a company's worth. The capitalization of S.F. Holding Co., Ltd. has fluctuated over the years, ranging from 214B to 4,228B.

One way to gauge a company's value is by looking at its price-to-earnings (P/E) ratio. The P/E ratio for S.F. Holding Co., Ltd. is expected to be 18.1x in 2025 and 15.6x in 2026.

Enterprise value (EV) is another important metric, representing the total value of a company, including its debt and equity. The EV of S.F. Holding Co., Ltd. has also varied, ranging from 200B to 3,953B.

The EV-to-sales ratio can provide insight into a company's valuation. For S.F. Holding Co., Ltd., the EV-to-sales ratio is expected to be 0.64x in 2025 and 0.56x in 2026.

Here are the key valuation metrics for S.F. Holding Co., Ltd.:

These valuation metrics can help investors make informed decisions about S.F. Holding Co., Ltd.

SF Holding has made significant strides in its operations and logistics capabilities. SF Intra-City offers on-demand delivery services throughout the city, providing instant delivery solutions for merchants, consumers, couriers, and partners.

The company's focus on e-commerce and live streaming has led to the launch of on-demand delivery services combined with e-commerce live streaming in China. This innovative approach has helped SF Holding stay competitive in a rapidly changing market.

SF Supply Chain has partnered with Amazon Web Services (AWS) to develop the intelligent integrated management platform "Shuzhi Gate", designed to meet the logistics needs of multi-scenario parks and provide end-to-end supply chain visibility.

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Intra-city on-demand delivery is a key focus for SF Intra-City, which provides instant delivery solutions for merchants, consumers, couriers, and partners.

SF Intra-City's core business is end-to-end instant delivery throughout the city, making it a convenient option for those who need quick delivery.

The company's services are particularly well-suited for areas with high e-commerce and live streaming activity, such as China.

In 2021, SF Intra-City was listed on the Hong Kong Stock Exchange, making it a publicly traded company.

By 2024, the company was included in the Hong Kong Stock Connect, a significant milestone in its growth and development.

International Freight Forwarding is a crucial aspect of modern supply chain management. Amazon Web Services (AWS) has partnered with SF Supply Chain to develop the intelligent integrated management platform "Shuzhi Gate", designed to meet the logistics needs of multi-scenario parks.

This platform provides end-to-end supply chain visibility, covering various logistics needs such as inbound logistics, manufacturing logistics, distribution logistics, and service logistics. SF Supply Chain has optimized its logistics solutions to meet these diverse needs.

The "Shuzhi Gate" platform is specifically designed to cater to the logistics needs of multi-scenario parks.

Sales by Activity is a crucial aspect of Operations and Logistics. It helps us understand how different activities contribute to a company's revenue.

The data from S.F. Holding Co Ltd shows a significant increase in sales from various activities over the years. For instance, in 2024, the company's sales from Intra-City On-Demand Delivery reached 15.75B.

Intra-City On-Demand Delivery is a rapidly growing segment, with sales increasing from 8.17B in 2021 to 15.75B in 2024. This indicates a strong demand for this service.

The company's sales from Supply Chain and International Business also experienced significant growth, reaching 75.33B in 2024. This is a notable increase from 40.45B in 2021.

Here's a breakdown of the company's sales by activity in 2024:

This data highlights the importance of Intra-City On-Demand Delivery and Supply Chain and International Business in driving the company's revenue.

Sales Geographic Breakdown is a crucial aspect of understanding a company's operations and logistics. The data from S.F. Holding Co Ltd reveals some interesting trends.

In 2021, S.F. Holding Co Ltd's sales from Mainland China reached 186 billion yuan, a significant increase from the previous year. This growth is likely due to the company's expanding presence in the region.

Overseas sales, on the other hand, showed a more mixed picture. While there was a small increase in 2021, sales dropped significantly in 2023. This may be attributed to various factors such as market fluctuations or changes in consumer behavior.

Hong Kong, Macao, and Taiwan, China also saw an increase in sales from 4.78 billion yuan in 2021 to 9.47 billion yuan in 2024. This steady growth suggests a strong presence in the region.

Here's a breakdown of the sales by geographic region:

The data from S.F. Holding Co Ltd's sales geographic breakdown highlights the importance of understanding regional markets and adapting to changing consumer behavior.

SF Express, now officially known as SF Holding, has a rich history that spans over two decades. It all began in 1993 as a delivery services company between Hong Kong and Guangdong Province.

The company started small but quickly grew to become one of the largest integrated express logistics service providers in China. In 2009, SF Express took a major leap by establishing its own airline company, SF Airlines, which started scheduled cargo services with 41 aircraft.

SF Airlines provided efficient and safe air shipping services, supported by operations from two other air bases in Hangzhou and Beijing. This move marked a significant milestone in SF Express's history, enabling the company to offer one-day and next-morning deliveries to its customers.

Today, SF Holding is a Chinese multinational delivery services and logistics company with over 121,000 employees. It operates through its main subsidiaries, including SF Tech, SF Airlines, SF Ftipark, SF International, and SF Supply Chain.

Here's a brief overview of SF Holding's main subsidiaries: