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韵达股份:数智化与ESG双轮驱动,引领行业迈向新征程

Core Viewpoint - Yunda Co., Ltd. has achieved remarkable financial performance and sustainable development in 2024, driven by precise strategic planning and efficient operational management, positioning itself as a leading global comprehensive logistics service provider [1][4]. Financial Performance - In 2024, Yunda achieved a revenue of 48.543 billion yuan, a year-on-year increase of 7.92%, marking the highest revenue for the same period since its listing [1]. - The net profit reached 1.914 billion yuan, up 17.77%, maintaining growth for four consecutive years [1]. - The total express delivery volume reached 23.783 billion parcels, a year-on-year increase of 26.14%, exceeding the industry average growth rate by 4.64 percentage points [1]. - For Q1 2025, the total revenue was 12.189 billion yuan, a year-on-year increase of 9.26%, also the highest for the same period since listing [2]. Operational Efficiency - The company implemented a "1+N+AI" multi-layered technology strategy, enhancing its digital capabilities and operational efficiency [1]. - Total expenses for sales, management, finance, and R&D in 2024 were 1.978 billion yuan, a decrease of 13.85% year-on-year, with the cost per parcel dropping to 0.08 yuan, down 31.7% [2]. - The net cash flow from operating activities reached 5.087 billion yuan, a year-on-year increase of 50.18% [2]. ESG Performance - Yunda has been recognized for its ESG efforts, achieving A-level ratings in both the CSI and National Securities ESG ratings in 2024 [4]. - The company reduced greenhouse gas emissions by 40.38% and energy consumption by 36.86% in 2024 [4]. - The installation of photovoltaic roofs in 19 logistics centers resulted in a solar power generation of 16.1578 million kWh, an increase of 56.57% [5]. Social Responsibility - Yunda has focused on employee development, conducting 26,900 training sessions with a total duration of 3.1648 million hours in 2024, achieving a 100% training coverage rate [6]. - The customer complaint resolution rate reached 98.09%, with customer satisfaction exceeding 98% [6]. - The company has expanded its logistics network to cover over 99.6% of county-level areas and 99.8% of town-level areas, helping farmers increase their income by over 30% [6]. Governance - Yunda has enhanced its governance framework by optimizing its internal control system and conducting third-party audits to ensure effective operation [7]. - The company engaged with 526 investors in 2024, enhancing communication and trust with stakeholders [7]. - Yunda aims to continue advancing its sustainable development strategy and strengthen its ESG governance framework [7].