Core Insights - Jayud Global Logistics Limited has acquired a controlling 52% stake in the Longgang Cross-Border E-Commerce Center, enhancing its operational control and positioning it as a leader in cross-border e-commerce logistics in Shenzhen [1][5]. Company Overview - Jayud Global Logistics Limited is a prominent end-to-end supply chain solution provider based in Shenzhen, specializing in cross-border logistics services. The company operates globally with logistics facilities across major transportation hubs in China and 16 countries on six continents [5]. Operational Highlights - The Longgang Cross-Border E-Commerce Center processed 13,978 full-size containers with an export value of USD 4.6 billion in 2024, handling 83,000 tons of cargo and 270 million parcels [3]. - As of September 30, 2025, the Center processed 6,863 full-size containers with a cumulative export value of USD 2.45 billion, totaling 44,129 tons of goods and 46.91 million parcels, indicating its growing significance in China's cross-border e-commerce supply chain [4]. Strategic Initiatives - The acquisition allows the company to implement strategic initiatives such as technology upgrades for real-time tracking, enhanced bonded logistics capabilities, and partnerships for international expansion, aligning with its vision to strengthen its presence in high-growth e-commerce zones [2][5]. Industry Context - In 2024, Shenzhen's cross-border e-commerce imports and exports reached 372 billion RMB, maintaining its position as the top city in China for three consecutive years, with over 150,000 cross-border e-commerce export enterprises [7].

Core Insights - Jayud Global Logistics Limited has launched its cross-border e-commerce logistics hub at Ezhou Huahu Airport Economic Zone, marking a significant milestone in its investment agreement and operational capabilities [1][2][3] Company Developments - The newly operational facility positions Jayud as a key logistics operator in a strategically important aviation logistics hub, enhancing its ability to serve the growing cross-border e-commerce market [3][4] - The company has established a wholly foreign-owned subsidiary in the Ezhou Huahu Airport Economic Zone and plans to partner with at least 2 logistics enterprises and 15 cross-border e-commerce companies [2][4] - The facility aims to achieve an annual cross-border trade volume exceeding US$70 million [2] Government Support and Incentives - The agreement includes comprehensive government support, such as policy assistance, business registration help, and project approvals, aimed at accelerating the development of Jayud's operations [4] - Jayud will have reserved space at the airport's bonded logistics center for future expansion and may qualify for industrial development subsidies upon meeting performance milestones [4] Market Context - Ezhou Huahu Airport has seen significant growth, handling over 1.08 million tons of cargo and mail from January to September 2025, a 58% year-over-year increase, with international cargo throughput exceeding 360,000 tons, marking a 138% year-on-year surge [5] - The airport operated 27,600 cargo flights, ranking fourth in China, and has expanded its international air cargo network with 24 new cargo routes launched this year [5]

Core Insights - Armlogi Holding Corp. has reported a significant increase in small parcel shipping volume, attributed to its integration with the Temu marketplace [1][2][3] Group 1: Shipping Volume Growth - Small parcel shipping volume rose from 128,744 parcels in November 2024 to 167,298 in December 2024, reflecting a 30% increase [2] - In January 2025, shipping volumes further increased to 194,304 parcels, marking a 16% growth from December [2] - The company has seen consistent month-over-month growth in shipping volumes since being designated as an official authorized warehouse provider for Temu sellers in June 2024 [3] Group 2: Customer Base Expansion - Armlogi now serves over 200 Temu customers, a 29% increase from 155 customers reported in October 2024 [3] Group 3: Operational Strategy - The CEO of Armlogi emphasized the importance of operational excellence and adaptability in logistics infrastructure, particularly in the context of cross-border e-commerce logistics [4] - The company is monitoring potential changes in international trade policies that could impact trade relations with China [4] Group 4: Company Overview - Armlogi Holding Corp. is a U.S.-based warehousing and logistics service provider, offering comprehensive supply-chain solutions for cross-border e-commerce merchants [5] - The company operates ten warehouses covering over 3.5 million square feet, equipped for handling large and bulky items [5]