Jayud Global Logistics Limited Stock Price, News & Analysis

Jayud Global Logistics (NASDAQ: JYD) acquired a controlling 52% ownership stake in the Longgang Cross-Border E-Commerce Center, upgrading from a minority position to majority control effective Nov 25, 2025.

The Center integrates warehousing, customs clearance, freight forwarding and digital supply‑chain services. In 2024 it handled 13,978 full-size containers with USD 4.6 billion export value, 83,000 tons and 270 million parcels. Through Sept 30, 2025 the Center processed 6,863 containers with USD 2.45 billion export value and 46.91 million parcels.

Jayud will direct technology upgrades, enhanced bonded logistics and international partnerships to expand throughput and revenue synergies.

Jayud Global Logistics (NASDAQ: JYD) said its majority-owned subsidiary, Shenzhen Jiniu Aviation Services, received CAAC certification for drone pilot training and secured a strategic partnership with Guangdong Guangsheng Low-Altitude Aviation Services on Nov 19, 2025. The certification allows Jiniu to run commercial and hover/line drone training and has enabled training deals in Gansu and Jiangxi plus industrial contracts for 100,000 sqm of facade cleaning and 1,000 tons of timber transport.

Jiniu (51% owned) plans training expansion to 12 more cities, a 5,000 sqm youth research base, and technician certification programs, positioning Jayud to participate in China’s low-altitude economy growth (market CAGR cited 25.6% 2024–2029).

Jayud Global Logistics (NASDAQ: JYD) announced on Nov 13, 2025 that it was awarded an annual contract by vivo Mobile Communication to serve as a key logistics partner for vivo's overseas air freight operations.

The agreement covers international cargo transportation, specialized handling of high‑value electronics, time‑sensitive delivery, supply chain coordination, and logistics consultation for vivo's overseas factories and global sales and production network. vivo serves over 400 million users in 60+ countries and has annual production capacity near 200 million smartphones with a 10% global market share.

Jayud Global Logistics (NASDAQ: JYD) announced on November 5, 2025 that it has entered into a strategic framework agreement with Lenovo Group and its subsidiaries to serve as a key logistics partner for Lenovo's global operations.

The agreement covers international logistics and warehousing services including freight forwarding, cargo transportation and handling, supply chain management, logistics consultation, tracking services, customs clearance, and exception handling across multiple countries and product categories.

Jayud highlighted its cross-border expertise and global network as enabling Lenovo compliance with international regulations and complex multi-regional logistics operations.

Jayud Global Logistics (NASDAQ: JYD) announced on October 29, 2025 that it has signed multiple international freight logistics agreements with major industrial clients, including Chongqing Chuandong Chemical and Yaxinke International Forging (Asimco). The agreements cover freight forwarding, cargo transportation and handling, export logistics management, customs clearance, supply chain consultation, tracking services, and specialized industrial cargo handling.

The deals expand Jayud's geographic footprint into Shanxi and Chongqing, strengthen its industrial logistics capabilities for manufacturing and chemical exporters, and position the company as a logistics partner for advanced manufacturing export operations.

Jayud Global Logistics (NASDAQ: JYD) announced on October 22, 2025 that it entered an annual comprehensive international freight logistics agreement with Anker Innovations and its global subsidiaries.

The agreement names Jayud as one of Anker's key logistics providers for Southeast Asia and North America, covering freight forwarding, cargo transportation and handling, booking and tracking, and product exception customer support.

Jayud highlighted its specialized lithium battery transportation and electronics logistics capabilities as central to serving Anker's product mix of power banks, chargers, audio equipment, and energy storage systems. The announcement frames the deal as a strategic milestone validating Jayud's multi-regional cross-border logistics capabilities.

Jayud Global Logistics (NASDAQ: JYD) reported unaudited results for the six months ended June 30, 2025, with total revenue of $39.2 million, up 3.7% year‑over‑year, and net income of $0.3 million versus a $2.7 million loss in the prior-year period.

Key drivers included a 42.9% revenue share from international trading, the March 21, 2025 launch of an exclusive Fuzhou–Jakarta charter route, and a RMB 30,258,086 (~$4.2 million) subsidy from the Shenzhen Transportation Bureau received in June 2025. Cash and cash equivalents were $4.2 million and total assets were $26.5 million as of June 30, 2025.

Jayud Global Logistics (NASDAQ: JYD) opened a cross-border e-commerce logistics hub in the Ezhou Huahu Airport Economic Zone and began processing customer orders on October 9, 2025. The operation creates a wholly foreign-owned subsidiary, partnerships with at least 2 logistics firms and 15 e-commerce companies, bonded-warehouse capability, and reserved bonded-center space for expansion. The project targets annual cross-border trade volume exceeding US$70 million and includes government policy support, registration assistance, project approvals, and eligibility for industrial development subsidies upon meeting performance milestones. Ezhou Huahu Airport reported 1.08 million tons of cargo YTD and 360,000+ tons international throughput, supporting the hub’s strategic location and route expansion.

Jayud Global Logistics (NASDAQ: JYD) announced a 1-for-50 reverse share split and an increase of authorized share capital. The board approved the actions on September 9, 2025. Class A ordinary shares will trade on an adjusted basis under the existing ticker JYD beginning October 13, 2025. New CUSIP: G5084H111. Issued and outstanding shares will be combined so every fifty shares become one.

Authorized capital will change to US$2,500,000 divided into 500,000,000 shares (480,000,000 Class A; 20,000,000 Class B). Outstanding shares will fall from 136,693,439 total (131,283,839 Class A; 5,409,600 Class B) to approximately 2,733,869 total (2,625,677 Class A; 108,192 Class B).