YUNDA Corp.(SZ:002120) Quan Jing Wang·2025-12-22 09:34Core Viewpoint - Yunda Co., Ltd. reported a revenue of 4.698 billion yuan from its express delivery services in November 2025, marking a year-on-year increase of 2.17% with a total business volume of 2.175 billion parcels and an average revenue per parcel of 2.16 yuan, up 6.40% [1] Group 1: Company Performance - Yunda's express delivery service revenue reached 4.698 billion yuan in November 2025, with a business volume of 2.175 billion parcels [1] - The average revenue per parcel increased to 2.16 yuan, reflecting a growth of 6.40% year-on-year [1] - The company aims to enhance its operational quality and service levels through a focus on high-quality development and technological innovation [1][2] Group 2: Industry Trends - The express delivery industry in China has seen its annual business volume exceed 180 billion parcels for the first time, setting a new record [1] - The "anti-involution" policy is expected to boost industry profitability and rationalize pricing, contributing to a potential increase in average parcel prices [4] - The ongoing digital transformation and the implementation of a multi-layered technology strategy ("1+N+AI") are enhancing operational efficiency and service quality across the industry [2][4] Group 3: Strategic Initiatives - Yunda has established a comprehensive service network covering all provinces and major cities in China, with 71 transit centers nationwide [2] - The company is advancing its "comprehensive digitalization" strategy, focusing on business digitization and the integration of AI technologies to improve operational efficiency [2] - Yunda is actively promoting the use of unmanned vehicles and drones in various regions to enhance service delivery [2] Group 4: Seasonal Performance - During the current peak season, Yunda is leveraging advanced logistics facilities and smart technology to enhance customer experience and ensure efficient operations [3] - The company is committed to providing high-quality services during the peak season, focusing on safety, efficiency, and customer satisfaction [3] - Yunda is utilizing big data and AI for real-time analysis and resource allocation to maintain smooth operations during the busy season [3]