Jayud Secures Annual Air Cargo Capacity on Zhengzhou-Chicago Route, Expanding Cross-Border Logistics Capabilities
Rhea-AI Summary
Jayud (NASDAQ: JYD) entered a one-year Block Space Agreement effective January 17, 2026 to lease dedicated capacity on B747-400F freighter flights on the Zhengzhou (CGO)–Chicago (ORD) route, operating three times weekly.
The BSA guarantees ~16,800 kg of weekly cargo capacity and targets cross-border e‑commerce (9610 customs code) and compliant lithium‑battery devices. Jayud estimates the agreement will generate ~68 million RMB (US$9.8M) revenue and ~3.8 million RMB (US$0.55M) profit during the one‑year term.
Positive
- Estimated revenue of 68 million RMB from the BSA
- Estimated profit of 3.8 million RMB from the BSA
- Guaranteed weekly cargo capacity of ~16,800 kg
- Service begins on January 17, 2026 on a three‑times weekly schedule
Negative
- Agreement term is limited to one year, limiting long‑term capacity certainty
- Cargo scope restricted to 9610 e‑commerce goods and compliant lithium batteries
News Market Reaction
On the day this news was published, JYD declined NaN%, reflecting a moderate negative market reaction. Argus tracked a trough of -5.1% from its starting point during tracking. Our momentum scanner triggered 12 alerts that day, indicating notable trading interest and price volatility. Trading volume was elevated at 2.0x the daily average, suggesting increased selling activity.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
Sector peers showed mixed moves; only CJMB appeared on momentum scanners, up ~4.13% without news. No broad, same-direction moves across integrated freight peers to explain JYD’s -13.7% decline.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Jan 06 | U.S. warehouse expansion | Positive | +0.0% | Opened 49,000 sq ft Rialto warehouse, quickly reaching high occupancy. |
| Jan 02 | Class action notice | Negative | -6.9% | Notice of application deadline for class action lawsuit against company. |
| Dec 19 | Class action notice | Negative | +8.1% | Similar class action deadline notice but shares rose on the day. |
| Nov 25 | E-commerce center control | Positive | +11.6% | Acquired 52% controlling stake in Longgang Cross-Border E-Commerce Center. |
| Nov 19 | Drone training certification | Positive | +0.7% | Subsidiary gained CAAC certification and new drone training partnerships. |
News-driven reactions have been mixed: positive strategic updates often aligned with gains, while litigation headlines and some operational expansions showed inconsistent or flat price responses.
Over recent months, Jayud announced several strategic initiatives, including assuming a 52% controlling stake in the Longgang Cross-Border E-Commerce Center on Nov 25, 2025 and securing CAAC certification for drone pilot training on Nov 19, 2025, both followed by modest to strong gains. In early 2026, it expanded its U.S. presence with a 49,000 sq ft Rialto warehouse that was 95% occupied within a month. Alongside these, class action lawsuit notices produced both negative and positive single-day moves, underscoring uneven sentiment around legal overhangs. Today’s air cargo capacity deal fits a pattern of network and capability expansion.
Market Pulse Summary
This announcement highlights a one-year Block Space Agreement starting January 17, 2026, adding guaranteed weekly air cargo capacity of 16,800 kilograms between Zhengzhou and Chicago. The company estimates roughly 68 million RMB in revenue and 3.8 million RMB in profit from this deal, complementing its ocean freight and warehousing network. In context of prior expansions in U.S. warehousing and cross-border e-commerce, investors would likely track utilization of this capacity, profitability versus expectations, and any updates on legal or listing-related matters disclosed in recent 6-K filings.
Key Terms
block space agreement financial
b747-400f technical
lithium battery technical
AI-generated analysis. Not financial advice.
SHENZHEN, China, Jan. 13, 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 that it has entered into a Block Space Agreement ("BSA") to secure dedicated air cargo capacity on the Zhengzhou-Chicago freight route, effective January 17, 2026.
Under the one-year agreement, Jayud will lease allocated cargo space on B747-400F freighter flights operating three times weekly between Zhengzhou Xinzheng International Airport (CGO) and Chicago O'Hare International Airport (ORD). The arrangement provides the Company with guaranteed weekly cargo capacity of approximately 16,800 kilograms, enabling consistent and reliable air freight service between China and the United States.
The BSA structure allows Jayud to offer air cargo services to its customers with reduced operational risk compared to operating its own aircraft, while maintaining competitive pricing and service reliability. The agreement supports the transport of cross-border e-Commerce merchandise declared under the 9610 customs code within Henan province and Jayud’s self-operated Cross-Border E-Commerce Hub at Ezhou Huahu Airport Economic Zone, in Hubei province; as well as electronic devices containing lithium battery that comply with international aviation safety regulations.
The Company estimates the BSA alone will generate approximately 68 million RMB (US
Xiaogang Geng, Chairman and Chief Executive Officer of Jayud, commented, "This Block Space Agreement represents an important expansion of our cross-border logistics capabilities, providing our customers with direct air freight access between Central China and the U.S. Midwest. By securing dedicated capacity rather than operating our own aircraft, we can offer competitive air cargo services while managing capital requirements and operational complexity. This complements our existing ocean freight and warehousing operations, further strengthening our position as a comprehensive supply chain solution provider."
The Zhengzhou-Chicago route connects two major logistics hubs. Zhengzhou serves as the base for the largest smartphone manufacturer in the world– Foxxcom, while Chicago O'Hare is one of North America's largest cargo airports with extensive ground transportation connections throughout the United States.
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 does Jayud's January 17, 2026 Block Space Agreement (JYD) cover?
How much weekly capacity does the JYD Zhengzhou–Chicago agreement guarantee?
What revenue and profit does Jayud expect from the BSA for JYD?
When does Jayud's air cargo service on the Zhengzhou–Chicago route start for JYD?
What types of goods will Jayud carry on the JYD Zhengzhou–Chicago flights?
Why did Jayud choose a Block Space Agreement instead of operating its own aircraft (JYD)?
