Jiayou International Logistics Co Ltd

The Ministry of Transport and eleven other departments jointly issued the Action Plan for Promoting High-Quality Development of Multimodal Transport and Optimizing Transport Structure Adjustment for the Breakthrough Period 2026 to 2030, proposing that by 2030 multimodal transport development will achieve breakthrough progress. The plan specifies that by 2030 around 1,000 major freight nodes will have their multimodal transport functions upgraded, a national multimodal transport infrastructure system of integrated freight corridors plus key hub nodes plus full-coverage networks will be basically completed, the rail access rate for multimodal port areas at coastal ports will reach 80 percent, and the one-hour transshipment rate for multimodal transport will exceed 90 percent. In terms of transport structure, the freight turnover of national railways and waterways will continue to grow, the proportion of bulk cargo transported by coastal major ports using port-access railways, waterways, enclosed belt corridors and new-energy trucks will strive to reach above 90 percent, the proportion of clean transport within key inland ports, large logistics parks and large-scale industrial parks will strive to reach 80 percent, and for coal and coke transported over medium and long distances of more than 500 kilometers by large industrial and mining enterprises in the main coal-producing areas of Shanxi, Shaanxi, Inner Mongolia and Xinjiang, the rail transport share will strive to reach around 95 percent. Related A-share concept stocks include CTS International Logistics and Jiayou International Logistics.

Jiayou International Logistics released its 2026 interim report. Total operating revenue was 3.966 billion yuan, down 2.88 percent from the same period last year, and net profit attributable to the parent company was 731 million yuan. Net cash inflow from operating activities was 566 million yuan. The asset-liability ratio was 27.39 percent, gross margin was 23.19 percent, return on equity was 11.68 percent, and diluted earnings per share was 0.54 yuan. Total asset turnover was 0.47 times, and inventory turnover was 3.58 times. The number of shareholders was 23,800, and the top ten shareholders held 64.99 percent of total share capital.

Jiayou International released its 2026 semi-annual report, achieving operating revenue of 3.966 billion yuan, down 2.88% year on year; net profit attributable to shareholders of the listed company was 731 million yuan, up 30.39% year on year. The company plans to distribute a cash dividend of 0.28 yuan per share, tax included. Second-quarter net profit was 403 million yuan, first-quarter net profit was 328 million yuan, with second-quarter net profit up 23% quarter on quarter.