Jayud Global Logistics Limited · NASDAQ:JYD
Jayud Global Logistics — IPO Roadshow (March 2023)
32 slides from Jayud Global Logistics's IPO roadshow presentation, Mar 27, 2023
Slide 1: Jayud Global Logistics Corporate Presentation
Free Writing Prospectus dated March 27, 2023 Filed Pursuant to Rule 433 of the Securities Act of 1933, as amended Relating to Preliminary Prospectus dated March 21, 2023 Registration Statement No. 333-269871 Jayud Global Logistics Limited Nasdaq: JYD Corporate Presentation
Slide 2: Safe Harbor Statement and Disclaimers
Safe Harbor Statement and Disclaimers This presentation has been prepared by Jayud Global Logistics Limited (“Jayud” or the “Company”) solely for information purposes. This presentation does not constitute an offer to sell or issue or the solicitation of an offer to buy or acquire securities of the
Slide 3: Free Writing Prospectus Statement
Free Writing Prospectus Statement This free writing prospectus relates to the proposed public offering of Class A ordinary shares of Jayud Global Logistics Limited (“we”, “us”, or “our”) and should be read together with the Registration Statement we filed with the U.S. Securities and Exchange Commis
Slide 4: Special Note Regarding Forward-looking Statements and Industry Data
Special Note Regarding Forward-looking Statements and Industry Data This presentation contains forward-looking statements that reflect our current expectations and views of future events. Known and unknown risks, uncertainties and other factors, including those listed under “Risk Factors,” may cause
Slide 5: Offering Summary
Offering Summary Issuer Jayud Global Logistics Limited Securities Class A ordinary shares Offering Type Firm commitment Proposed Listing/Symbol Nasdaq: JYD 1,500,000 Class A ordinary shares or 1,725,000 Class A ordinary shares if the underwriters exercise Securities Offered their over-allotment opti
Slide 6: Company Overview
01 Company Overview 02 Investment Highlights 03 Industry Overview 04 Growth Strategies 05 Financial Highlights
Slide 7: Company Overview
Company Overview We are one of the leading Shenzhen-based end-to-end supply chain solution providers in China, with a focus on providing cross-border logistics services. Services Overview Global Presence Freight Forwarding Services 01 ü Integrated Cross-Border Logistics Services ü Fragmented Logisti
Slide 8: Integrated End-to-end Workflow Solution Capability Comparison
Integrated End-to-end Workflow Solution Capability Comparison of Cross-border Supply Chain Solution Providers Service Capabilities Vendor Transportation Warehousing& Customs Carrier Customs Warehousing & Secondary Receiver (PO) origin work destination transportation (POD) work Non-end to end Freight
Slide 9: Freight Forwarding Services
Freight Forwarding Services Comprehensive range of cross-border supply chain solution services Integrated Cross-Border Logistics Services Fragmented Logistics Services We may also be engaged by our customers to provide one or o Contract logistics services more types of logistics services that only c
Slide 10: Supply Chain Management & Other Value-Added Services
Supply Chain Management & Other Value-Added Services Supply Chain Management Other Value-Added Services Agent Services International Patented Logistics Customs Brokerage Trading IT Systems Note: *WMS refers to the Warehouse Management System, OMS refers to the Order Management System, TMS refers to
Slide 11: Company Highlights
01 Company Overview 02 Company Highlights 03 Industry Overview 04 Growth Strategies 05 Financial Highlights
Slide 12: Company Highlights
Company Highlights Leading End-to-end Proprietary IT Systems Supply Chain Solution Providers Long-standing Customers Strong Service Capabilities Relationships Visionary and Experienced Customized Logistics Solutions Management Team 12 See offering documents for further risks and disclosures. There i
Slide 13: Leading End-to-end Supply Chain Solution Provider
Leading End-to-end Supply Chain Solution Provider Our Service Concentration th • 5 Shenzhen-Based End-to-end Cross-border Supply Chain Solutions Provider* • Top 10 North America Special Line/Overseas Warehouse Logistics Service Providers • Top 10 High-quality FBA Service Providers** Source: * From F
Slide 14: Strong & Integrated Logistics Service Capabilities
Strong & Integrated Logistics Service Capabilities 60K+ AEO 90K+ Sq. ft. of Self- Sq. ft. of Aggregate Third- Authorized Economic Operated Warehouse Party Operated Warehouse Operator Certificate issued by Customs of PRC 1,718 5,099 3,089 Air Freight Forwarding Ocean Freight Ton Trucks Services Conta
Slide 15: Customized Logistic Solutions
Customized Logistic Solutions We have customized our logistics services to meet our customers’ demands. Contract Logistics Basic Logistics v Customized integrated logistics solutions v Modularized integrated logistics service offerings Exclusive Air Routes Customs Logistics Brokerage Cross-border Re
Slide 16: R&D and IT Systems
R&D and IT Systems We Have 51 Software Copyrights* WMS OMS • Efficiency Innovated • Satisfaction Integrated with ERP System Patented Customers Our IT Systems • Customization IT Systems • Seamlessness TMS BMS Order Management System Warehouse Management System Booking Management System Transportation
Slide 17: Wide & Diversified Customer Base
Wide & Diversified Customer Base Leading China-based lithium-ion battery manufacturers for electric vehicles Major Customers Leading China-based designers and manufacturers of consumer electronics Industries Leading China-based personal computer companies Proportion of Revenue from Bad Debt Ratio Nu
Slide 18: Management Team
Management Team Ms. Lin Bao Mr. Dun Zhao Ms. Jianhong Huang Mr. Xiaogang Geng Director Nominee Founder, Chairman, Chief Financial Officer Chief Operating Officer Nominee Chief Marketing Officer Nominee Director and Chief Executive Officer • Over 15 years of experience in accounting •Founder of the J
Slide 19: Independent Directors
Independent Directors Mr. Feiyong Li Mr. Steven Gu Mr. Jian Wang Independent Director Nominee Independent Director Nominee Independent Director Nominee •Over ten years of experience in investment and financing •Certified Public Accountant in the state of Georgia •Executive Director of China South Ci
Slide 20: Industry Overview
01 Company Overview 02 Investment Highlights 03 Industry Overview 04 Growth Strategies 05 Financial Highlights
Slide 21: End-to-end Cross-border Supply Chain Solution Market
Industry Overview End-to-end Cross-border Supply Chain Solution Market, Global, 2017-2026E CAGR 2017-2021 2022E-2026E Global End-to-end Cross-border Supply Chain Solution 44.7% -0.8% Market Forecast 537.8 517.1 507.3 502.7 496.6 485.0 223.1 211.8 173.0 122.8 2017 2018 2019 2020 2021 2022E 2023E 2024
Slide 22: Global Ocean Freight and Air Freight Market
Industry Overview Global Ocean Freight and Air Freight Market by Volume, 2017-2026E CAGR 2017-2021 2022E-2026E CAGR 2017-2021 2022E-2026E Global Ocean Freight Market 2.4% 4.8% Global Air Freight Market -1.7% 5.8% Forecast Forecast 262.1 252.9 243.2 244.3 232.5 232 221.2 220.3 208.4 207.0 203.3 202.0
Slide 23: Ranking of Leading Shenzhen-based Supply Chain Solution Companies
Industry Overview Ranking of Leading Shenzhen-based End-to-end Cross-border Supply Proportion of Revenue from Top 10 China-based End-to-end Cross- Chain Solution Companies by Revenue, 2021 border Supply Chain Solution Companies, 2021 Revenue Market Share Ranking Company Total Market Value: $539 Bill
Slide 24: Market Drivers and Future Trends
Industry Overview Intensified competition provokes The prosperity of globalization stimulates increasing concentration cross-border supply chain services Digitalization gives an essential Deeper adoption of visualization impetus for supply chain efficiency and cloud technology Market Drivers Future
Slide 25: Entry Barriers
Industry Overview Comprehensive Network and Strong Customer Relationship Industry Resources • Enjoy operation efficiency • Benefit from privileged brand names • Meet customers’ ever-changing demands ENTRY BARRIERS Industry Expertise and High-Quality and Stable Authorized Certifications Services • In
Slide 26: Growth Strategies
01 Company Overview 02 Investment Highlights 03 Industry Overview 04 Growth Strategies 05 Financial Highlights
Slide 27: Growth Strategies
Growth Strategies Customized Solutions for Different Industry Verticals Human Capital Acquisitions Investment & Acquisitions Innovative Intelligent Supply Chian Systems Enhance Service Network 27 See offering documents for further risks and disclosures. There is no guarantee that any specific outcom
Slide 28: Financial Highlights
01 Company Overview 02 Investment Highlights 03 Industry Overview 04 Growth Strategies 05 Financial Highlights
Slide 29: Financial Highlights – Revenue Breakdown
Financial Highlights – Revenue Breakdown Total Revenue Freight Forwarding Revenue 545.6 488.0 4.0 454.1 53.5 412.2 2.9 97.8 39.0 290.3 79.5 243.6 2.8 44.0 165.3 488.0 32.8 138.6 412.2 390.2 1.9 332.7 24.8 39.7 243.6 210.8 138.6 98.9 FY2020 FY2021 1H2021 Unaudited 1H2022 Unaudited FY2020 FY2021 1H202
Slide 30: Strong Growth in Integrated Cross-border Logistics Services
Strong Growth in Integrated Cross-border Logistics Services Integrated Cross-border Logistics Services Revenue Integrated Cross-border Logistics Services Gross Profit 26.1 26.0 390.2 332.7 15.8 210.8 8.2 98.9 FY2020 FY2021 1H2021 Unaudited 1H2022 Unaudited FY2020 FY2021 1H2021 Unaudited 1H2022 Unaud
Slide 31: Financial Highlights – Gross Profit & Net Income
Financial Highlights – Gross Profit & Net Income Gross Profit 34.5 30.9 21.0 11.8 FY2020 FY2021 1H2021 Unaudited 1H2022 Unaudited Net Income 10.2 9.6 3.0 2.4 FY2020 FY2021 1H2021 Unaudited 1H2022 Unaudited Note: For the fiscal year ended December 31 & For the six months ended June 30. 31 See offerin
Slide 32: Thank you
Jayudtriaix Thank you