JYD | Market Cap: $5.8M (07/13/26)
Industry:
Transportation
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DESCRIPTION

Jayud Global Logistics is a Shenzhen-based cross-border supply chain solutions provider that helps Chinese manufacturers and e-commerce sellers move goods internationally. Jayud coordinates the full logistics chain — from order processing and customs clearance to warehousing, transportation (air, ocean, and overland), and last-mile delivery — across a network spanning over 80 countries. Jayud's core customers include large Chinese electronics and new energy companies, as well as cross-border e-commerce sellers and SMEs. The business operates through three segments: freight forwarding (~55% of revenue), supply chain management (~38%), and warehousing and value-added services (~7%). In freight forwarding, Jayud acts as an intermediary — buying capacity from airlines and ocean carriers in bulk and reselling it at a margin. In supply chain management, Jayud acts as a principal, buying and reselling goods directly and taking on inventory and credit risk. Jayud's model is asset-light, owning only two trucks and leasing most warehouse space. The company argues it differentiates through end-to-end logistics integration, proprietary IT systems (including warehouse, order, and transportation management platforms), and its Advanced Certified Enterprise designation from China Customs, which enables faster customs clearance. Jayud is headquartered in Shenzhen and has been building a U.S. presence through a Georgia-based subsidiary, with warehouse facilities in California and Texas.

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