Jayud Expands U.S. Footprint with Strategic Warehouses in Southern California’s Premier Logistics Corridor

Rhea-AI Summary

Jayud (NASDAQ: JYD) opened a new 49,000 sq ft warehouse at 1545 W Casmalia Street, Rialto, CA, in Southern California's logistics corridor and reports the facility is 95% occupied after one month and fully booked for the entire 2025 holiday season. The site sits two minutes from Amazon LGB7/LGB8 and under 20 minutes from Ontario International Airport. Jayud also operates a nearby ~70,000 sq ft warehouse at 1375 W Casmalia Street, creating an integrated fulfillment platform. The company said it will continue U.S. investments in 2026, adding warehouse capacity and enhanced transportation services across California, New Jersey, and Georgia.

Positive

• 49,000 sq ft Rialto warehouse opened
• Facility reached 95% occupancy within one month
• Site fully booked for 2025 holiday season
• ~70,000 sq ft complementary warehouse at 1375 W Casmalia
• Location 2 minutes from Amazon LGB7/LGB8 and <20 minutes from Ontario airport
• Planned U.S. investment expansion in 2026 across CA, NJ, GA

Negative

• Rialto facility has only ~5% immediate spare capacity

News Market Reaction

%

1 alert

% News Effect

On the day this news was published, JYD declined NaN%, reflecting a moderate negative market reaction.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Share price: $4.72 1-day change: -6.9% 52-week high: $400 +5 more

8 metrics

Share price $4.72 Prior close before warehouse expansion news

1-day change -6.9% Price change over prior 24 hours

52-week high $400 52-week trading range high

52-week low $2.71 52-week trading range low

Rialto warehouse size 49,000 square feet New main warehouse at 1545 W Casmalia Street, Rialto

Occupancy rate 95% New Rialto warehouse after one month of operations

Second warehouse size 70,000 square feet Additional Rialto corridor facility at 1375 W Casmalia Street

Market cap $13,860,711 Equity value prior to this announcement

Market Reality Check

Price: $2.69 Vol: Volume 23,319 is close to...

normal vol

$2.69 Last Close

Volume Volume 23,319 is close to the 20-day average of 24,789, showing no unusual trading activity. normal

Technical Shares at $4.72 are trading below the 200-day MA of $22.19 and far under the 52-week high of $400.

Peers on Argus

Jayud fell 6.9% while peers were mixed: CJMB up 4.5%, LSH up 4.71%, and others l...

1 Up 1 Down

Jayud fell 6.9% while peers were mixed: CJMB up 4.5%, LSH up 4.71%, and others like PSIG, NCEW, GVH modestly down. With both gainers and decliners and no same-day peer news, the move appeared stock-specific rather than sector-driven.

Historical Context

5 past events · Latest: Dec 19 (Negative)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Dec 19	Legal notice	Negative	+8.1%	Class action application deadline notice but shares rose afterward.
Nov 25	M&A / expansion	Positive	+11.6%	Acquired controlling 52% stake in Longgang Cross-Border E-Commerce Center.
Nov 19	Regulatory certification	Positive	+0.7%	Subsidiary obtained CAAC certification for drone pilot training operations.
Nov 13	Customer win	Positive	-4.2%	Annual international air freight contract awarded by vivo Mobile Communication.
Nov 05	Strategic agreement	Positive	+5.4%	Strategic framework agreement to provide logistics services for Lenovo Group.

Pattern Detected

Positive commercial and strategic news has more often aligned with gains, but there are notable instances where favorable announcements were followed by price declines.

Recent Company History

Over the last few months, Jayud reported several growth-focused milestones. It secured strategic logistics roles with Lenovo and vivo, gained CAAC certification for a drone-training subsidiary, and took a controlling 52% stake in the Longgang Cross-Border E-Commerce Center. Despite a class action notice in December 2025, the stock rose 8.13% afterward. Against this backdrop of network expansion and new capabilities, today’s U.S. warehouse announcement continues the theme of building out infrastructure and customer reach.

Market Pulse Summary

This announcement highlighted Jayud’s expansion in Rialto, California, with a 49,000 sq ft warehouse...

Analysis

This announcement highlighted Jayud’s expansion in Rialto, California, with a 49,000 sq ft warehouse already 95% full and complemented by a nearby 70,000 sq ft facility. Together they form an integrated fulfillment platform aimed at faster order processing and lower transportation costs for cross-border sellers. In the past year, Jayud also added major customers and infrastructure in China, indicating a consistent growth strategy. Investors may watch utilization, new customer wins, and U.S. investment progress in 2026.

Key Terms

end-to-end supply chain solution, cross-border logistics, inland distribution hubs, fulfillment services, +2 more

6 terms

end-to-end supply chain solution technical

"a leading end-to-end supply chain solution provider based in Shenzhen"

An end-to-end supply chain solution manages every step required to move a product from raw materials through production, storage, transport and final delivery to customers, often combining software, services and logistics into one coordinated system. Like a single conductor coordinating an orchestra, it can reduce delays, lower costs and improve reliability, which directly influences a company’s margins, cash flow and ability to meet customer demand — key factors for investors.

cross-border logistics technical

"specializing in cross-border logistics, today announced the successful launch"

The management and movement of goods, paperwork and transport when products cross national borders, covering shipping, warehousing, customs clearance and regulatory compliance. It matters to investors because it directly affects a company’s costs, delivery speed and legal risk—like an international relay where delays, extra fees or blocked shipments can reduce profit margins, harm sales and signal operational weakness.

inland distribution hubs technical

"Rialto, California—one of North America’s most dynamic inland distribution hubs"

Inland distribution hubs are centralized logistics centers located away from coastal ports that receive, sort, store and redistribute goods to regional markets. They matter to investors because they speed delivery, lower transportation and storage costs, reduce bottlenecks at ports and improve supply-chain reliability—like a regional train station that consolidates and routes cargo—so they can boost a company’s profit margins, inventory turnover and ability to meet customer demand.

fulfillment services technical

"ability to provide quick, reliable, and truly customer-centered fulfillment services"

Fulfillment services are the operations that store products, pick items from inventory, pack them and ship orders to customers, and handle returns and related customer support. For investors, these services matter because they directly affect a seller’s delivery speed, operating costs and ability to grow—much like a restaurant’s kitchen determines how quickly and cheaply meals are prepared, influencing customer satisfaction and profit margins.

last-mile solutions technical

"makes it easier for cross-border sellers to get seamless last-mile solutions"

Last-mile solutions are the methods and services used to move goods or data the final short distance from a distribution hub to the end customer or end point. Think of it as the last step of a recipe—finishing touches that determine whether the meal arrives warm and on time. Investors watch last-mile performance because it drives delivery speed, customer satisfaction, and costs, all of which directly affect revenue, margins, and growth potential.

supply chains technical

"navigate today's complex global supply chains by speeding up order processing"

Supply chains are the networks of organizations, people, activities, and resources involved in producing and delivering a product or service from its origin to the final customer. They include everything from sourcing raw materials to manufacturing, transportation, and distribution. For investors, supply chains matter because disruptions or efficiencies in these networks can significantly impact a company's ability to meet demand and maintain profitability.

AI-generated analysis. Not financial advice.

SHENZHEN, China, Jan. 06, 2026 (GLOBE NEWSWIRE) -- Jayud Global Logistics Limited (NASDAQ: JYD) ("Jayud" or the "Company"), a leading end-to-end supply chain solution provider based in Shenzhen, specializing in cross-border logistics, today announced the successful launch and rapid adoption of its newest warehousing operations in Rialto, California—one of North America’s most dynamic inland distribution hubs.

Jayud's main location at 1545 W Casmalia Street, Rialto, CA 92377, is centrally located within Southern California's logistics network and spans over 49,000 square feet. The warehouse is already 95% full after only one month of being open and is fully booked for the entire 2025 holiday season. This shows the trust importers, e-commerce merchants, and brand partners place in Jayud's ability to provide quick, reliable, and truly customer-centered fulfillment services.

The new warehouse is only two minutes from Amazon's LGB7 and LGB8 fulfillment centers and less than 20 minutes from Ontario International Airport. This makes Jayud the heart of distribution excellence on the West Coast. The fact that global leaders like Amazon, Target, and Porsche are all nearby shows how well-connected and well-built the area is. Jayud is now offering these benefits to businesses of all sizes.

Along with this facility, Jayud also operates a larger warehouse in the same corridor at 1375 W Casmalia Street. It has about 70,000 square feet of space and is managed by the same experienced local team. These two features work together to create a strong, integrated fulfillment platform that helps clients navigate today's complex global supply chains by speeding up order processing, reducing transportation costs, and making the platform more resilient.

Xiaogang Geng, Chairman and Chief Executive Officer of Jayud, commented, “We are very thankful for the warm welcome and quick trust that the Southern California business community has given us. These facilities are much more than just physical space; they are important platforms that support entrepreneurial dreams, ensure that essential goods reach homes on time, and create environments where dedicated professionals work together to make global trade more accessible and reliable. The quick filling of almost all of our spaces shows how real the relationships we are building are and how much value we are able to bring to our clients' continuous success.”

Jayud's Rialto expansion makes it easier for cross-border sellers to get seamless last-mile solutions across the United States by combining premium real estate, established operational knowledge, and a strong commitment to customer quality.

As part of its strategic growth initiative, Jayud will continue strengthening its investment in the United States. The company plans to further invest in 2026 by adding additional warehouse capacity and enhanced transportation services across California, New Jersey, and Georgia.

About Jayud Global Logistics Limited

Jayud Global Logistics Limited is one of the leading Shenzhen-based end-to-end supply chain solution providers in China, focusing on cross-border logistics services. The Company benefits from unique geographic advantages that provide a high degree of support for ocean, air, and overland logistics. The Company has established a global operation nexus featuring logistic facilities throughout major transportation hubs in China and globally, with footprints in 12 provinces in Mainland China and 16 countries across six continents. Jayud offers a comprehensive range of cross-border supply chain solutions, including freight forwarding, supply chain management, and other value-added services. With its strong service capabilities and research and development capabilities in proprietary IT systems, the Company provides customized and efficient logistics solutions and develops long-standing customer relationships. For more information, please visit the Company’s website: https://ir.jayud.com.

Forward-Looking Statements

Certain statements in this announcement are forward-looking statements. These forward-looking statements involve known and unknown risks and uncertainties and are based on the Company’s current expectations and projections about future events that the Company believes may affect its financial condition, results of operations, business strategy, and financial needs, including the expectation that the Offering will be successfully completed. Investors can identify these forward-looking statements by words or phrases such as “may”, “will”, “expect”, “anticipate”, “aim”, “estimate”, “intend”, “plan”, “believe”, “is/are likely to”, “potential”, “continue” or other similar expressions. The Company undertakes no obligation to update or revise publicly any forward-looking statements to reflect subsequent occurring events or circumstances, or changes in its expectations, except as may be required by law. Although the Company believes that the expectations expressed in these forward-looking statements are reasonable, it cannot assure you that such expectations will turn out to be correct, and the Company cautions investors that actual results may differ materially from the anticipated results and encourages investors to review other factors that may affect its future results in the Company’s registration statement and other filings with the SEC.

For more information, please contact:

Jayud Global Logistics Limited
Investor Relations Department
Email: ir@jayud.com

Investor Relations Contact:
Matthew Abenante, IRC
President
Strategic Investor Relations, LLC
Tel: 347-947-2093
Email: matthew@strategic-ir.com

FAQ

What did Jayud (JYD) announce on January 6, 2026 about its Rialto warehouse?

Jayud opened a 49,000 sq ft Rialto warehouse that is 95% occupied after one month and fully booked for the 2025 holiday season.

How close is Jayud's Rialto warehouse to major fulfillment hubs and airports?

The Rialto site is 2 minutes from Amazon LGB7/LGB8 and under 20 minutes from Ontario International Airport.

What other warehouse does Jayud operate in the Rialto corridor (JYD)?

Jayud also operates a nearby warehouse at 1375 W Casmalia Street with about 70,000 sq ft under the same local team.

Does Jayud plan further U.S. expansion (JYD) after Rialto?

Yes; Jayud plans to invest in 2026 by adding warehouse capacity and transportation services across California, New Jersey, and Georgia.

What does the high initial occupancy at Jayud's Rialto facility mean for shippers?

High occupancy suggests strong demand and near-term limited availability, offering fast West Coast distribution but reduced immediate capacity options.