On May 12, SF Holding (顺丰控股) officially announced its strategic roadmap for the next three years at its annual shareholders' meeting.
SF (顺丰) explicitly proposed to leverage the entire group's strength to fortify its three core sectors: express delivery, digital intelligence supply chain, and international business. The strategy aims to reshape its position in the global logistics landscape through "four transformations": from single products to integrated solutions, from the domestic market to a global network, from experience-driven to data-driven decision-making, and from labor-intensive to a digital intelligence foundation.
The plan designates 2026 as a year of "initial results" and local breakthroughs, requiring the digital intelligence supply chain to create benchmark cases in key industries and international products to achieve breakthroughs in niche tracks. This will be followed by a "scale replication" phase in 2027 through the modular output of mature models, ultimately achieving a comprehensive performance leap in 2028 and fully transforming the second growth curve into a core engine.
In its highly anticipated international layout, SF (顺丰) proposed a "three-in-one" strategy of "model breakthrough, infrastructure upgrade, and investment reinforcement". To compete head-to-head with global giants in core markets such as Southeast Asia, SF (顺丰) plans to focus on breaking through with industry chain leaders in 2026, moving away from a reliance on scattered orders toward customized end-to-end supply chains that penetrate deep into manufacturing hubs. On the hardware level, SF (顺丰) will rely on the aviation hub status of Ezhou Huahu Airport (鄂州花湖机场) to further upgrade global aviation trunk lines and overseas warehouse networks, building highly resilient and differentiated barriers. Financial data shows that SF's (顺丰) revenue surpassed the 300-billion-yuan mark in 2025. With the implementation of investments targeted at computing power and AI empowerment in 2026, SF (顺丰) is attempting to utilize AI to comprehensively boost organizational efficiency, ensuring leapfrog performance growth driven by "Chinese solutions" amidst a complex geopolitical environment.