Jayud Global Logistics Ltd Dossier
Qualitative Analysis
Business overview
Jayud Global Logistics Limited (NASDAQ: JYD) is a leading end-to-end supply chain solution provider based in Shenzhen, China, specializing in cross-border logistics services. The company operates an asset-light business model, acting as a logistics organizer and service broker that connects carriers, ports, warehouses, and customs processes. Its comprehensive service portfolio includes freight forwarding (covering ocean, air, and overland transport), supply chain management (such as international trading and agent services), and other value-added services like custom brokerage and proprietary IT systems. Jayud operates a global network with footprints in 12 provinces in Mainland China and 16 countries across six continents.
Research as of 20 Jun 2026
Strategic Initiatives
Growth programs, investments, and their expected impact
Expansion of drone pilot training and commercial flight operations through majority-owned subsidiary Shenzhen Jiniu Aviation Services Co., Ltd., following official certification from China's Civil Aviation Administration (CAAC).
Expected impact: Enables comprehensive drone pilot training programs and commercial flight categories, establishing training partnerships in Gansu and Jiangxi provinces and securing specialized industrial service contracts.
Strategic expansion of warehousing and fulfillment capabilities in Southern California's premier logistics corridor, including the operation of warehouses in Rialto and Chino, California.
Expected impact: Enhances capacity to manage and streamline supply chains in one of the busiest U.S. trade corridors, providing integrated fulfillment platforms close to major hubs like Amazon LGB7/LGB8 and Ontario International Airport.
Mergers, Acquisitions & Partnerships
Recent deals and strategic collaborations
Recent Acquisitions
Upgraded from a minority position to a controlling 52% majority ownership stake to lead the Center's operations and expansion as a key hub for cross-border e-commerce logistics in Shenzhen.
Financial impact: Positions Jayud to capture revenue synergies and drive throughput from a facility that processed 13,978 full-size containers with an export value of $4.6 billion in 2024.
Strategic Partnerships
Focuses on providing comprehensive logistics and transportation services, including land and air freight from China to Hong Kong, as well as customs-related processes, supporting the partner's global expansion.
Terms: Three-year term starting February 2026
Collaborating with a state-backed low-altitude aviation service provider in the Guangdong-Hong Kong-Macao Greater Bay Area to expand drone operations and low-altitude logistics.
Terms: Announced November 19, 2025