YUNDA Corp.(SZ:002120) Quan Jing Wang·2025-06-18 01:14Group 1: Policy and Industry Development - Zhejiang Province has officially included the postal industry development plan in its "14th Five-Year" special planning directory, aiming to integrate industry development factors into various policy frameworks to support high-quality growth in the postal and express delivery sector [1] - The integration of low-altitude economy, cross-border e-commerce, and domestic and foreign trade reforms into the policy system is expected to create a multi-layered support network for the postal express industry [1] Group 2: Company Strategy and Technological Advancements - Yunda Holdings (002120) is advancing its "1+N+AI" multi-layered technology strategy, focusing on building an integrated system for data management, analysis, decision-making, and application [2] - The company is exploring large model applications in artificial intelligence, optimizing its "Xiao Da" robot customer service, and planning to deploy the DeepSeek model by early 2025 to enhance operational efficiency [2] - Yunda is also implementing unmanned technologies, including drones and automated equipment, to accelerate the construction of a logistics network that integrates various types of warehouses and delivery stations [2] Group 3: Market Trends and Growth Projections - The low-altitude economy is projected to reach a market size of 1.5 trillion yuan in China by 2025, with logistics being the most mature and widely applied sector [3] - Yunda has optimized its logistics network with 73 transit centers and over 9,500 end-point facilities, achieving nearly 100% coverage in major cities across the country [3] Group 4: Rural Logistics and Social Responsibility - Yunda is committed to rural revitalization, achieving over 99.6% coverage in county-level areas and over 99.8% in town-level services, with the addition of 1,084 new rural outlets in 2024 [4] - The company is enhancing its logistics capabilities in rural areas to effectively address the "last mile" delivery challenge [4] Group 5: Cost Management and Efficiency - Yunda has implemented a multi-level transit system to reduce operational costs and improve transportation efficiency, achieving a 21.91% year-on-year decrease in core operating costs per package [5] - The company aims to deepen the integration of low-altitude economy and artificial intelligence technologies to drive high-quality development and further reduce costs [5][6]