Analysts cut S.F. Holding stock target to CNY 30.60

Published on 10/13/2026 at 13:15 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

First-half adjusted profit rose 9.30 percent to CNY 5.00 billion. S.F. Holding stock costs CNY 31.18 on October 13, 2026, down 0.03 percent on Shenzhen.

Simply Wall St reported on October 1, 2026 that the fair value estimate fell from CNY 34.64 to CNY 30.60.
Adjusted net profit rose 9.30 percent to CNY 5.00 billion in the first half of 2026.
S.F. Holding stock costs CNY 31.18 on October 13, 2026 at 3:04 p.m. CST, down 0.03 percent versus CNY 31.19.
The company has a 14.44 price-to-earnings ratio and CNY 149.6 billion market capitalization.

S.F. Holding, CNE100000L63, Illustration mit AI erstellt.

Analysts cut their fair value estimate for S.F. Holding (ISIN CNE100000L63) from CNY 34.64 to CNY 30.60 on October 1, 2026, according to Simply Wall St. At CNY 31.18, the Shenzhen-listed stock stood 1.90 percent above that revised target on October 13, 2026 at 3:04 p.m. CST.

Profit growth supports the valuation

ET Net reported that S.F. Holding generated CNY 155.50 billion in revenue during the first half of 2026. Adjusted net profit reached CNY 5.00 billion, up 9.30 percent year over year, while supply chain and international revenue increased 15.60 percent.

The earnings mix gives the target revision a useful counterweight. International growth is expanding faster than group revenue, but the lower fair value estimate shows that analysts still apply a more cautious valuation to that growth.

Price sits inside the yearly range

The stock was CNY 31.18 on the Shenzhen Stock Exchange on October 13, 2026, down 0.03 percent from CNY 31.19. Its trading volume was 14,258,519 shares, compared with an average of 19,138,408 shares, while the 52-week range was CNY 30.07 to CNY 41.37.

S.F. Holding had a market capitalization of CNY 149.6 billion and a price-to-earnings ratio of 14.44 on October 13, 2026. The company operates integrated freight and logistics services across China and international markets, with express delivery, same-city delivery, supply chain and international operations.

Comparison with peers

S.F. Holding (Shenzhen, CNY): down 0.03 percent, P/E 14.44, market capitalization CNY 149.6 billion

JD Logistics (Hong Kong, HKD): up 1.08 percent, P/E 7.60, market capitalization HKD 63.3 billion

ZTO Express (Hong Kong, HKD): up 1.38 percent, P/E 10.84, market capitalization HKD 128.4 billion

Price and valuation remain linked

The distance between the current price and the revised CNY 30.60 estimate is limited to 1.90 percent, calculated in the same currency. The wider 52-week range shows that the target revision is a valuation marker rather than a new trading low.

S.F. Holding stock cost CNY 31.18 on the Shenzhen Stock Exchange on October 13, 2026 at 3:04 p.m. CST, down 0.03 percent versus the CNY 31.19 close of October 12, 2026. The further course of trading is shown by the continuously updated real-time quote of S.F. Holding stock.