YTO Express Group Co Ltd: Market Movements and Weather Impact

Market Performance

On July 30, 2025, the logistics sector experienced a notable uptick, with YTO Express Group Co Ltd, a prominent player in the Air Freight & Logistics industry, witnessing positive market sentiment. According to reports from 每日经济新闻 and 南方财经网, the logistics concept saw a rise in the early trading session. Notably, Shentong Express exhibited a “4-day 2-board” performance, indicating a significant increase in its stock price over four consecutive trading days. This positive trend was mirrored by other logistics companies such as Yunda Express, E-Commerce Logistics, Donghai Logistics, and Dongjie Intelligent, which also saw their stocks rise in tandem.

Company Overview

YTO Express Group Co Ltd, listed on the Shanghai Stock Exchange, operates within the industrials sector, focusing on logistics services in China. The company offers a comprehensive suite of services, including general cargo warehousing, domestic air transportation, car rental, supply chain management, express delivery, and related services. As of July 27, 2025, YTO Express had a close price of 15 CNH, with a market capitalization of 510 billion CNH. The company’s 52-week high was recorded at 19.55 CNH on October 7, 2024, while the 52-week low was 11.97 CNH on April 6, 2025. The price-to-earnings ratio stood at 13.11.

Weather Impact on Logistics

In the wake of extreme rainfall in Beijing, logistics operations faced challenges, impacting delivery timelines. On July 29, 2025, several major express delivery companies, including Shentong Express, responded to inquiries about the effects of the weather on their services. Shentong Express reported that while their network in Beijing remained stable, certain areas like Miyun, Huairou, and Fangshan experienced delays due to traffic restrictions and communication disruptions. The company has implemented measures to ensure the safety of personnel, goods, and facilities, and has activated an emergency logistics response mechanism in collaboration with the China Red Cross Foundation to facilitate disaster relief efforts.

For customers affected by the weather, Shentong Express has simplified the claims process for damaged goods and is actively monitoring weather conditions to adjust their emergency plans accordingly. Other companies, such as Yunda Express and SF Express, also acknowledged potential delays in delivery times due to the adverse weather, with Yunda Express noting possible delays of 3-4 days for collections. Both companies have committed to processing claims for damaged or lost items, with compensation typically based on the actual value of the goods.

In summary, while the logistics sector, including YTO Express Group Co Ltd, experienced positive market movements, the recent extreme weather conditions in Beijing posed challenges to delivery operations, prompting companies to implement measures to mitigate the impact and ensure customer satisfaction.