YUNDA Corp.(SZ:002120) Chang Jiang Shang Bao·2025-05-07 17:20Core Viewpoint - Yunda Holdings (韵达股份) is sending positive signals to the market by announcing a share buyback plan, which aims to enhance investor confidence and reflects the company's strong business performance and growth prospects [1] Group 1: Financial Performance - In 2024, Yunda achieved a total business volume of 23.783 billion pieces, representing a year-on-year growth of 26.14% [1] - The company reported an operating revenue of 48.543 billion yuan, an increase of 7.92% year-on-year, and a net profit attributable to shareholders of 1.914 billion yuan, up 17.77% year-on-year [1] - For Q1 2025, Yunda's operating revenue was 12.189 billion yuan, showing a year-on-year growth of 9.26%, while the net profit attributable to shareholders was 321 million yuan, a decline of 22.15% year-on-year [1] Group 2: Market Position and Growth Strategy - Yunda's business growth rate in 2024 exceeded the industry average by 4.64 percentage points, maintaining a top-three market share position [1] - The company is actively expanding its network coverage, achieving 99.6% coverage in county-level areas and 99.8% in town-level service networks, with the addition of 1,084 new town outlets [2] - Yunda is enhancing its end-service facilities, constructing 95,000 various types of stores and stations, and building 939 grid warehouses and 322 collection warehouses [2] Group 3: Cost Management and Efficiency - Yunda has developed various digital management tools to enhance cost control and operational efficiency, resulting in a 21.91% year-on-year decrease in core operating costs per package in 2024 [2] - The company operates over 6,800 self-owned vehicles and collaborates with more than 50 national air freight agents to optimize transportation management [2] Group 4: Technological and Environmental Initiatives - Yunda is implementing a "1+N+AI" multi-layered technology strategy, focusing on comprehensive and mobile digitalization to improve operational efficiency and network services [3] - The company is making strides in green logistics by promoting electronic waybills, building eco-friendly logistics parks, and utilizing new energy vehicles to reduce carbon emissions [3] - Yunda plans to continue its digital transformation and the application of intelligent equipment to enhance logistics efficiency in 2025 [3]