YTO(SH:600233) Zhong Guo Zheng Quan Bao·2025-10-13 21:49Core Viewpoint - YTO Express is focusing on enhancing its core express delivery services while advancing its digitalization, intelligence, and internationalization strategies to achieve high-quality development and expand its logistics ecosystem [1][7]. Digitalization and Intelligence - The application of machine vision, edge computing, digital twin technology, and AI models is significantly improving YTO Express's operational efficiency and quality control [2][3]. - The company is implementing AI-driven tools like the "AI Assistant for Couriers," which saves couriers 30 to 60 minutes daily by optimizing delivery routes and tasks [3][4]. - Customer service enhancements include the deployment of intelligent arbitration systems, leading to a 16% reduction in repeat customer inquiries and improved service quality [4][5]. International Expansion - YTO Express has accelerated its internationalization efforts, including the opening of a new processing center in Melbourne and partnerships with companies like Xiaomi for cross-border logistics [5][6]. - The company has established over 150 cargo routes and operates a fleet of 13 aircraft, supporting its international logistics capabilities [6][8]. - YTO Express is expanding its presence in emerging markets and enhancing its supply chain logistics products across various sectors [6][8]. Business Performance - The express delivery volume is projected to grow from 16.543 billion pieces in 2021 to 26.573 billion pieces by 2024, with revenue increasing from 45.155 billion yuan to 69.033 billion yuan in the same period [8][9]. - As of mid-2025, the company has achieved a 21.79% year-on-year growth in express delivery volume and a 10.19% increase in revenue [8]. Quality Development Focus - YTO Express aims to enhance operational efficiency and service quality by focusing on timeliness, fulfillment quality, customer service, and precise marketing strategies [9].