JYD

Jayud Global LogisticsF

Nasdaq / Transportation

At close

2026-07-23

Current thesis

Primary company disclosures show some improvement in the 2024 base: Form 20-F revenue rose 13.5% to about RMB565.3 million and net loss narrowed to RMB55.5 million, while 2026 PRs point to added cargo throughput and customer activity that could support further volume growth if they convert into disclosed financial results. [#SEC-20F-2025-04-22] [#PR-2026-01-20-Ezhou] [#PR-2026-02-10-Guanghong]

Posture

Defensive

Lead driver

Momentum

What changed

Momentum remains the lead driver in the composite.

What can break

Further dilution or financing dependence if operating cash flow does not improve.

Momentum

Value

Sentiment

Setup hits (3d)

0 · Net Neutral

AI TargetsBase $0.55 · Bull $1.10 · Bear $0.25

Data freshness

Prices

As of 2026-07-23

Fundamentals

As of 2026-07-23 • Vendor: Data Vendor v1

Scores

As of 2026-07-23 • Model: HYBRID_IC_RP

AI Memo

As of 2026-06-11 • Model: RankAlpha Sentiment Codex

Investment thesis

As of 2026-07-23

Supporting evidence

What

Grade F · Defensive

Confidence Medium · Net Neutral

Why

Momentum69 · Δ7d -

Value33 · Δ7d +0.0

Sentiment11 · Δ7d -

So what

Weak posture (Net Neutral). Prioritize risk control and patience.

Lead driver: Momentum · See technicals

Momentum

26% active weight

Current posture

7d trendTrend unavailable

Trend unavailable

Δ7d

Δ21d

Value

39% active weight

Current posture

7d trendFlat

Δ7d

+0.0

Δ21d

+0.0

Sentiment

34% active weight

Current posture

7d trendTrend unavailable

Trend unavailable

Δ7d

Δ21d

Why this grade

Composite grade F. Momentum 68.7 / Value 33.5 / Sentiment 10.8

Fundamentals (TTM)

As of 2026-07-23

Market Cap

$7.14M

Beta

Shares Out

8.3M

P/E (TTM)

8.7

P/S (TTM)

0.16

P/FCF (TTM) · Derived

-0.47

Rev YoY

+3.7%

EPS YoY

+102.3%

Gross Margin

+3.3%

Op Margin

-5.4%

Net Debt

-$783.8K

Current Ratio

1.51

As of 2026-07-23 • Updated nightlySource: Internal modelMethodology