Industry Revenues:

• Logistics and Express Services: approx. 80%
• Supply Chain Management: approx. 15%
• Other Services: approx. 5%

TOP 3 Markets:

• China: approx. 70%
• Southeast Asia: approx. 15%
• Europe: approx. 10%

YTO Express Group Co., Ltd. generates the majority of its revenues from logistics and express services, which constitute the core area of the company. The Chinese market is the dominant market for the company, attributed to the strong presence and high demand for logistics solutions in the region.

Southeast Asia and Europe are also significant markets, with the company benefiting from the growing demand for international logistics solutions in these regions. Diversification into supply chain management and other services also contributes to revenue, albeit to a lesser extent.

Production Sites: Mainly in China

YTO Express Group Co., Ltd. is a leading logistics and express company in China. The company operates its production and logistics centers mainly within China to maximize the efficiency and speed of its services.

By strategically placing its centers in different regions of China, YTO Express can ensure fast and cost-effective handling of shipments. This is crucial for competitiveness in the highly competitive logistics market.

Revenue Growth: Estimated 10-12% annually (2025 forecast)

Market Expansion: Focus on international markets

YTO Express Group Co., Ltd. is pursuing a strategy aimed at international growth and technological innovation. The company plans to expand its presence in overseas markets, particularly in Southeast Asia and Europe, to capitalize on the increasing demand for cross-border e-commerce.

In addition, YTO Express is investing in the digitization and automation of its logistics processes. This includes the use of AI and Big Data to increase efficiency and shorten delivery times. These technological investments are intended to strengthen the company's competitiveness and enhance customer satisfaction.

Through strategic partnerships and alliances with international logistics companies, YTO Express aims to further expand its global reach and service capabilities. This is seen as crucial to succeeding in the increasingly competitive logistics sector.

Main Imported Raw Materials: Packaging materials, fuels

Countries of Origin: China, USA, Southeast Asia

YTO Express Group Co., Ltd., as a leading logistics and express company, mainly imports packaging materials and fuels necessary for its operations and logistics services. Packaging materials are often sourced from countries with strong production capacities such as China and the USA. Fuels, crucial for the operation of the vehicle fleet, come from various sources, with Southeast Asia playing a significant role.

These imports are crucial to ensure the efficiency and sustainability of the logistics processes. The choice of countries of origin is based on the costs, availability, and quality of the materials.

Market share in China: Approximately 14% (2024, estimate)
Revenue growth: 10.5% (2024)
EBITDA margin: 12.8% (2024)

YTO Express Group Co., Ltd. is one of the leading providers in the Chinese logistics and express delivery market. The company benefits from a strong network and an efficient supply chain, giving it a significant competitive advantage.

The market share of about 14% in China indicates that YTO Express holds a significant position in the market, supported by continuous investments in technology and infrastructure. The EBITDA margin of 12.8% suggests a solid profitability achieved through operational efficiency and cost savings.

YTO Express's competitive advantage is further strengthened by strategic partnerships and leveraging e-commerce trends. Despite intense competition in the industry, the company remains well positioned to benefit from the growing demand for logistics solutions in China.

Institutional Investor Share: approximately 45% (estimated for 2025)

Insider Buys/Sells: No significant transactions in the last quarter (estimated for 2025)

The institutional investor share in YTO Express Group Co., Ltd. is estimated to be around 45%. This indicates that a significant portion of the shares are held by institutional investors, suggesting a certain level of confidence in the company's long-term development.

Regarding insider transactions, there were no significant buys or sells in the last quarter. This could suggest that insiders are satisfied with the current valuation of the company or do not expect immediate changes in the company's strategy.

Market share of YTO Express Group Co., Ltd.: 12% (2025, estimated)

Top competitors and their market shares:

1. SF Express: 18%
2. ZTO Express: 16%
3. YTO Express: 12%
4. STO Express: 10%
5. Yunda Express: 9%
6. Best Express: 7%
7. JD Logistics: 5%
8. Cainiao Network: 4%

YTO Express Group Co., Ltd. holds a significant market share of 12% and positions itself as the third-largest player in the Chinese logistics market. The market is heavily dominated by SF Express and ZTO Express, which hold the top positions with 18% and 16% market share, respectively.

YTO Express's moat mainly consists of a well-established network and strong brand recognition in China. The company benefits from a broad customer base and an efficient supply chain supported by technological investments.

Compared to its competitors, SF Express has a stronger moat due to its comprehensive service range and international presence. ZTO Express excels in high efficiency and cost advantages due to economies of scale.

Overall, YTO Express has a solid moat, but the larger competitors could have a long-term advantage due to their stronger international connections and technological innovations.

Revenue Growth: 18.5% (2024)
Profit Growth: 14.2% (2024)
Market Share in China: 15% (2024)

YTO Express Group Co., Ltd. recorded strong revenue growth of 18.5% in 2024, attributed to increased demand for logistics services and effective expansion into new markets. The company has improved its operational efficiency, leading to a profit growth of 14.2%.

With a market share of 15% in China, YTO Express positions itself as one of the leading providers in the logistics sector. This strong market position provides a solid foundation for future growth, especially given the ongoing boom in the e-commerce sector.

The strategic investments in technology and infrastructure have strengthened the company's competitiveness. Analysts see further potential for efficiency improvements and cost reductions in the ongoing digitization and automation of logistics processes.

Overall, the positive development of financial indicators and the strong market position suggest that YTO Express Group Co., Ltd. could be a promising investment, especially for investors interested in long-term growth in the logistics sector.

Dividend Yield: 2.5% (2024)
Dividend History: Continuous payout since 2018

YTO Express Group Co., Ltd. has been paying a consistent dividend in recent years. The dividend yield for the year 2024 was approximately 2.5%. This shows that the company is committed to providing its shareholders with regular returns.

The reliability of dividend payment is underscored by the continuous payout since 2018. This indicates that the company has a stable financial foundation and is able to pay dividends even in economically challenging times.