Air Freight and Logistics

YTO INTL EXP

YTO INTL EXP released FY2025 9 Months earnings on March 26 (BJT), actual revenue HKD 2.303 B, actual EPS HKD -0.2465

YTO INTL EXP released FY2025 Q3 earnings on March 26 (BJT), actual revenue HKD 888.26 M, actual EPS HKD -0.1019

YTO INTL EXP released FY2025 earnings on March 26 During-Market (BJT), actual revenue HKD 3.191 B, actual EPS HKD -0.3484

YTO INTL EXP released FY2025 Q4 earnings on March 26 During-Market (BJT), actual revenue HKD 888.26 M, actual EPS HKD -0.1019

YTO INTL EXP to Release FY2025 Earnings on March 26 During-Market (BJT)

YTO INTL EXP released FY2025 Q1 earnings on August 21, 2025 (BJT) with actual revenue of HKD 707.18 M and EPS of HKD -0.0723

YTO INTL EXP released FY2025 Semi-Annual earnings on August 21 During-Market (BJT), actual revenue HKD 1.414 B, actual EPS HKD -0.1446

YTO INTL EXP released FY2025 Q2 earnings on August 21 During-Market (BJT), actual revenue HKD 707.18 M, actual EPS HKD -0.0723

YTO INTL EXP to Release FY2025 Semi-Annual Earnings on August 21, 2025 (BJT)

Guangxi Post Bureau Grants First International Express License to YTO Guangxi

YTO International Express released FY2024 9 Months Earnings on March 27 (BJT), with actual revenue of 4.149 B HKD and EPS of -0.0991 HKD

YTO International Express released FY2024 Q3 earnings on March 27 (BJT), with actual revenue of 1.174 B HKD and EPS of 0.0016 HKD

YTO Express Reports 2024 Annual Results with a Loss of HKD 40.774 Million

YTO INTL EXP released FY2024 Q4 earnings on March 27 After-Market (BJT), actual revenue 1.174 B HKD, actual EPS 0.0016 HKD

YTO INTL EXP released FY2024 annual earnings on March 27 After-Market (BJT), actual revenue 5.322 B HKD, actual EPS -0.0975 HKD

YTO INTL EXP to Release FY2024 Annual Earnings on March 27, After-Market BJT

YTO Express Expected to Report Net Loss Between 37 Million to 46 Million Yuan Last Year

YTO Express International Announces 2024 Mid-Year Performance

YTO Express International expects net loss in the first half of 2024

Yuantong International Express expects a 25%-35% decrease in net profit in 2023

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WING FUNG GROUP

TAILAM TECHCON

MICROWARE

HAITIAN ANTENNA

BIOSTAR PHARM-B

HIPINE

PAN ASIA DATA H

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YTO Express launched its first international cargo route from Jiaxing to Dhaka, marking the official activation of the YTO SKYHUB global aviation logistics hub. This B767 freighter service aims to support Yangtze River Delta exports to South Asia and facilitate two-way trade. By year-end, over ten additional international routes are planned to connect Southeast Asia, Europe, and the Americas, reinforcing YTO's goal as an international integrated supply chain integrator.

GlobeNewswire

YTO Express's Global Aviation Logistics Hub – YTO SKYHUB Launches First International Cargo Route

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On May 28th, YTO Airlines launched its first international cargo route from its global air logistics hub - Dongfang Tiandi Port, directly flying to Dhaka, Bangladesh. This marks an important step for YTO in developing into an international comprehensive supply chain integrator. The inaugural flight is scheduled to operate 3 flights per week, primarily transporting export goods from the Yangtze River Delta region and bringing back seafood from the Bay of Bengal. It is expected that more than ten international routes will be opened within the year, further enhancing the region's foreign trade capacity

同壁财经

YTO Global Air Logistics Hub - Dongfang Tiandi Port launches its first international cargo route

YTO International Express has entered the stage of scaled operations for localized services in the Central Asian market, officially launching local delivery services in Kazakhstan, becoming the first Chinese logistics company to provide a full-link autonomous service in the country. Through its self-operated network and local partnerships, YTO has achieved logistics services of "same-city delivery on the same day and inter-city delivery within five days." By the end of 2025, the first specialized air freight hub in the Yangtze River Delta will be put into operation, and YTO is accelerating the construction of a global hub network connecting major trade regions such as Central Asia, the Middle East, and Europe

AASTOCKS

YTO INTL EXP's localized services in the Central Asian market have entered the stage of scaled operations

YTO INTL EXP has launched an international standard express economy service aimed at meeting the cross-border delivery needs of individual users. This service is available in 46 countries and regions, with an average price reduction of over 30%. The first weight to Macau is as low as 15 RMB, with discounts exceeding 50% for South Korea, Spain, Portugal, Brazil, and other locations. YTO will continue to focus on the needs of individual users and small to medium-sized businesses, promoting product innovation and service upgrades

YTO INTL EXP launches international standard express economic service with an average price drop of over 30%

YTO International Express announced that on December 26, 2025, the YTO Airlines B757 freighter will take off from Jiaxing Nanhu Airport, marking the operation of the first specialized air cargo hub in the Yangtze River Delta. The total investment in the YTO Dongfang Tiandi Port project is 12.2 billion RMB, covering an area of 1,410 acres, demonstrating YTO's ambition to transform from a domestic express delivery leader to an international supply chain integrator. This inaugural flight is not only a strategic moment for YTO's international development but also a historical witness to the upgrading of China's logistics industry

YTO INTL EXP is transforming towards internationalization, and Dongfang Tiandi Port has commenced operations

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Shenwan Hongyuan released a research report indicating that the express delivery industry has entered a new phase, focusing on the third-quarter reports and peak season pricing situation. In the short term, attention should be paid to price increases and their implementation strength. The report proposes three hypotheses: 1) Industry prices rebound, profits recover; 2) Competitive dynamics continue, industry differentiation intensifies; 3) Increased likelihood of consolidation and mergers. In August, express delivery revenue reached 118.96 billion yuan, a year-on-year increase of 4.2%, with a business volume of 16.15 billion pieces, a year-on-year increase of 12.3%. The revenue per ticket fluctuated slightly, and the industry growth rate is expected to be around 15%

- Shenwan Hongyuan's report indicates that the express delivery sector is entering a new phase of anti-competition, with a focus on Q3 performance and seasonal pricing.  
- The report presents three scenarios: elimination of price disparities leading to profit recovery, continued competitive dynamics causing industry fragmentation, and potential high-level mergers for supply-side optimization.  
- August data shows a 4.2% year-on-year increase in express revenue, with a projected annual growth rate of around 15%, while price increases are expected to enhance profitability in the sector.

Zhitong

ZTO Express

ZTO EXPRESS-W

YUNDA Corp.

Shenwan Hongyuan: The transmission of express delivery price increases to the revenue side has been verified. Pay attention to the performance of the express delivery industry in the third quarter report and the pricing situation during the peak season

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As of September 12, at the time of publication, institutions have given a total of 62 latest buy ratings, among which the target prices for 20 stocks have been announced: Range Technology is favored by Guotai Junan Securities with a target price of 74.18 yuan; YTO is strongly recommended by Huachuang Securities with a target price of 25.4 yuan; Mango, Weichai Power, CPIC, and several other stocks are also included

Mango

CPIC

Range Technology

Institutions are optimistic about these stocks today

YTO INTL EXP plans to acquire two plots of land in Kazakhstan for USD 6.1315 million, aiming to advance its international development strategy and enhance control over logistics infrastructure in key regions. The acquisition will be used to build bonded and non-bonded warehouses, yards, and supporting facilities, improve cross-border logistics service capabilities, further develop international express and supply chain businesses, and establish a global logistics network

YTO INTL EXP plans to acquire two plots of land in Kazakhstan for USD 6.1315 million

YTO INTL EXP released its interim results for the period ending June 30, 2025, with revenue of HKD 1.414 billion, a year-on-year decrease of 52.5%. The loss attributable to equity shareholders of the company was HKD 60.436 million, a year-on-year increase of 43.4%. The increase in losses was mainly due to fluctuations in U.S. tariff policies, a reduction in low-margin businesses, and increased investment in international development. During the reporting period, the group also faced a one-time investment impairment loss of HKD 22.8 million

YTO INTL EXP released its interim results, with a loss attributable to shareholders of HKD 60.436 million, an increase of 43.4% year-on-year

Guosheng Securities released a research report indicating that the phenomenon of de-involution in the express delivery industry is sustainable, mainly due to the regulatory measures from national and local postal administrations. Guangdong Province has taken the lead in implementing a price increase for express delivery services, which is expected to have a demonstration effect on other regions. Under the background of the transition between peak and off-peak seasons and new social security regulations, express delivery companies have significant performance elasticity, and the diffusion effect of de-involution will continue

- Guosheng Securities reports on the recent anti-involution measures in the express delivery sector, highlighting the dual role of express companies and regulatory bodies.  
- The initiative, which began in Guangdong, aims to combat low-price competition and has led to a price increase of 0.4 yuan per package, with expectations of a ripple effect to other regions.  
- The report suggests that the anti-involution measures will have lasting effects, particularly as new social security regulations come into effect, potentially increasing operational costs for delivery companies.

Guosheng Securities: The anti-involution in express delivery is top-down, expected to have diffusion effects and sustainability

YTO INTL EXP(06123.HK)