LILYTEXTILE Business Summary

Lily Logistics Development Co., Ltd. (1443.TW), formerly known as Lily Textile, operates a specialized business model centered on third-party logistics (3PL) and industrial real estate management. The company generates over 85% of its revenue through warehousing services, distribution logistics, and the leasing of high-specification logistics facilities, having successfully transitioned from its manufacturing roots to leverage extensive land holdings in Taoyuan. Its primary business segments include Logistics (warehousing, tallying, and cold chain), Textiles (yarn and fiber trading), and general trading. By focusing on GMP and GDP-certified facilities, the company caters to high-value pharmaceutical and e-commerce sectors. Direct competitors include Kerry TJ Logistics, HCT Logistics, and Ruentex Industries; Lily Logistics distinguishes itself as a premium infrastructure provider with a strategic geographic concentration in Northern Taiwan’s primary logistics corridor. The leadership of Lily Logistics is defined by the multi-generational stewardship of the Su family, which founded the enterprise in 1972. The current executive team is led by Chairman Su Dong-Rong and General Manager Su Qing-Yuan, who have spearheaded the firm’s strategic pivot from labor-intensive textile production toward automated warehousing and asset-heavy logistics development. The board of directors remains highly stable and family-controlled, featuring key members such as Su Bai-Huang and Su Ting-Kui, who oversee the company’s capital-intensive expansion projects. This leadership team has prioritized the development of modern logistics hubs, including the 2026 commissioning of new GMP-compliant centers, to secure long-term rental yields and institutional investor interest in the company’s evolving real estate portfolio.