Jayud Global Logistics Business Summary

Jayud Global Logistics Ltd (JYD) operates as a comprehensive end-to-end cross-border supply chain solution provider, generating revenue primarily through transaction-based service fees across three core business segments: freight forwarding, supply chain management, and value-added services. Its freight forwarding division offers integrated ocean, air, and overland logistics, while its supply chain management arm facilitates international trade and agency services. The company further monetizes its operations through value-added offerings, including customs brokerage and proprietary intelligent logistics IT systems. Within the highly fragmented logistics landscape, Jayud ranks as a top-five provider by revenue for end-to-end solutions in the Shenzhen region. It competes directly with small-cap and mid-market peers such as VNTG, Performance Shipping (PSHG), Top Ships (TOPS), and New Century Logistics (BVI) (NCEW), positioning itself as a specialized cross-border gateway for the Greater Bay Area. The company is led by Founder, Chairman, and CEO Xiaogang Geng, a logistics veteran with over 20 years of industry experience who holds a significant equity stake. In late 2024, the leadership team was expanded with the appointment of Alan Tan Khim Guan as Co-CEO to spearhead Southeast Asian expansion, and in March 2025, Hu Mengmeng was named Chief Financial Officer, bringing two decades of financial expertise from global firms like Maersk and CMA CGM. Other key executives include Chief Operating Officer Jianhong Huang and Chief Marketing Officer Dun Zhao. The board is supported by independent directors Feiyong Li, Steven Gu, and Jian Wang. While institutional ownership remains low, major shareholders include Hongkong Boyatong Supply Chain Management Corp Ltd. As of early 2026, the management team is navigating a complex period marked by a 1-for-50 reverse share split executed in October 2025 and ongoing securities litigation.