ANE Reports 10.7% YoY Increase in Adjusted Net Profit to RMB476 Million for H1 2025, Announces Maiden Dividend Plan

ANE reported a 6.2% YoY increase in LTL freight volume and a 6.4% YoY increase in revenue to RMB5.63 billion. Gross profit was RMB880 million with a gross margin of 15.6%, and adjusted net profit grew 10.7% YoY to RMB476 million. The company disclosed its first post-IPO dividend plan and has secured a dominant position in the market share battle, accelerating industry consolidation.

Chinese logistics brands are making significant strides in the global arena, as evidenced by the latest report from Brand Finance. According to the Logistics 25 2025 report, four Chinese brands—JINGDONG Logistics, SF Express, China Post, and MTR—now account for 11% of the total brand value in the sector. This represents a notable increase in influence and market share for Chinese players in the global logistics landscape.

JINGDONG Logistics, the strongest brand in the sector, saw its brand value rise by 15% to USD4.1 billion. This growth is attributed to its global expansion, premium positioning, and leadership in ESG and sustainable delivery practices. With a Brand Strength Index (BSI) score of 90.6/100 and an AAA+ brand strength rating, JINGDONG Logistics is setting new benchmarks in the industry.

SF Express, recognized as China’s equivalent to FedEx, climbed one position to become the sixth most valuable brand in the sector. With a brand value of USD6.4 billion, up 8% from last year, SF Express is the second strongest brand with a BSI score of 90.4/100. Its recent collaboration with GLS to enhance international express services is a key factor in its upward trajectory.

China Post, despite a stable brand value of USD5.5 billion, continues to invest in smart logistics solutions. The brand launched its first integrated indoor and outdoor "Robot Plus" AI delivery system, combining unmanned vehicles for outdoor transport with indoor delivery robots. This innovation is expected to further enhance its market position.

MTR, while experiencing a 9% decrease in brand value to USD3.2 billion, maintains a strong presence in urban logistics and commuter services. The brand continues to invest in smart mobility solutions and intermodal transport integration across Hong Kong and the Greater Bay Area, reinforcing its strategic role in regional connectivity and logistics support.

Scott Chen, Managing Director of Brand Finance China, commented, “Chinese logistics brands are no longer just domestic powerhouses; they are now asserting their strength on the global stage. With a sharp focus on digital innovation, sustainability, and cross-border expansion, brands like JINGDONG Logistics and SF Express are setting new benchmarks for the industry. Their rising brand equity reflects growing international recognition and long-term confidence in China’s logistics capabilities.”

In contrast, global leaders UPS and FedEx saw a decline in brand value. UPS, the most valuable logistics brand for the 11th consecutive year, saw its brand value decrease by 6% to USD32.6 billion. FedEx, which held the second-place position for the third year in a row, experienced a 20% drop in brand value to USD22.9 billion.

Brand Finance’s report underscores the importance of digital innovation, sustainability, and cross-border expansion in driving brand strength and value in the logistics sector. Chinese brands, with their focus on these areas, are well-positioned to continue their global ascent.

References:
[1] https://brandfinance.com/press-releases/chinas-logistics-brands-display-strength-in-global-rankings-with-jingdong-logistics-crowned-as-strongest-brand-in-the-sector
[2] https://www.reuters.com/world/china/chinas-tencent-reports-q2-revenue-growth-15-strong-gaming-performance-2025-08-13/