YUNDA Corp.(SZ:002120) Quan Jing Wang·2025-05-20 08:22Core Viewpoint - Yunda Holdings (002120.SZ) reported stable growth in its express delivery business, with significant increases in revenue and volume, indicating a strong market position and operational efficiency [1][2][3] Financial Performance - In April 2025, the company achieved express service revenue of 4.151 billion yuan, a year-on-year increase of 5.84%, and completed a business volume of 2.174 billion parcels, up 13.41% [1] - For the full year 2024, Yunda completed a business volume of 23.78 billion parcels, reflecting a 26.1% year-on-year growth, maintaining a market share of 13.6% [1] - In the first quarter of 2025, the business volume reached 6.08 billion parcels, marking a 22.9% year-on-year increase [1] Operational Efficiency - The company has been focusing on automation, information technology, digitalization, and intelligent transformation, leading to improved capacity utilization and asset turnover efficiency [1] - Core operational costs are now at an industry-leading level due to the implementation of smart tools to optimize the entire operational process [1] Technological Advancements - Yunda is accelerating the deployment of advanced production capabilities, promoting the use of unmanned vehicles, smart delivery cabinets, and automated equipment [2] - The company is constructing new infrastructure such as collection warehouses and grid warehouses based on actual demand, which is expected to enhance overall operational efficiency and service quality [2] Shareholder Confidence - The actual controller's affiliate, Shanghai Luojiesi Investment Management Co., announced plans to increase its stake in the company by 100 million to 200 million yuan, reflecting confidence in the company's fundamentals and valuation [2] Strategic Development - The company emphasizes balanced development across its network and is focused on enhancing four key capabilities: technological, service, business development, and balanced operational capabilities [3] - By improving service quality and operational standards, Yunda aims to enhance customer loyalty and brand premium, thereby establishing a solid competitive advantage in the industry [3] Market Position - As a leading player in the express delivery industry, Yunda maintains a stable market share and continues to experience steady growth in business volume [3] - The ongoing digital transformation is expected to further reduce costs and support the company's long-term development prospects [3]