Lucide Ledger

A filing-first public record from Lucide House.

Issue 006 | U.S. Pilot | US

JYD

Jayud Global Logistics Ltd

Screen state: Passing Source state: Verified 20-F | 2026-04-20 Filing currency: CNY
Open Filing Back to Register Report a correction
Internal NCAV Discount 65.0%

GNNI internal NCAV discount calculation. Market context inputs are retained internally and are not displayed.

Current Assets
176,731,990CNY
Total Liabilities
132,742,917CNY
NCAV
6,523,858CNY
Cash
38,554,840CNY
NCAV per share
0.38CNY/share
Evidence
4 annual | 6 quarterly

Mary filing review

Financial Statement Evidence

Deterministic observations from the frozen Mary Reason Card. They annotate filing evidence and do not determine screen inclusion.

Evaluated
12
Triggered
4
Unavailable
0
Requires inspection Negative OCF -35,957,112
Latest
-35,957,1122025-12-31
Comparison
n/a
Change
n/a

Basis: latest reporting-period cash from operations < 0

Source periods: SEC 20-F 2025-12-31 · 0001213900-26-045588

Supporting observation NCAV Growing 43,989,073
Latest
43,989,0732025-12-31
Comparison
35,376,1502024-12-31
Change
+24.3%

Basis: equivalent prior-year NCAV change >= +2%; both NCAV values must be positive

Source periods: SEC 20-F 2025-12-31 · 0001213900-26-045588; REPORTED_FILING 20-F 2024-12-31

Supporting observation Share Count Reduced 2,286,572
Latest
2,286,5722025-12-31
Comparison
29,085,7532024-12-31
Change
-92.1%

Basis: 1Y share change <= -2% using the same share-count source

Source periods: SEC 20-F 2025-12-31 · 0001213900-26-045588; REPORTED_FILING 20-F 2024-12-31

Supporting observation Current Ratio > 1.5 1.51
Latest
1.512025-12-31
Comparison
1.5
Change
n/a

Basis: current assets / current liabilities; strong if > 1.5

Source periods: SEC 20-F 2025-12-31 · 0001213900-26-045588

Business Profile

Published only when a substantive filing-text profile has been prepared for this issue.

Not available for this issue.

A substantive filing-text profile was not prepared for this company. Financial statement evidence and filing links remain available above for direct inspection.

Share Count & Per-Share Comparability

Data Vault has not published the normalized share-count artifact for this company.

Known Unknowns

Only 6 quarterly periods available from Data Vault for this company.

Medium | Share Count

The current U.S. Pilot does not yet evaluate share-count trends or post-filing dilution beyond Mary's screening flags.

Low | Classification

U.S. Pilot rows are surfaced for source inspection and may still need manual business classification review.

Annual Financials

Latest annual periods, newest first. Missing cells render as n/a.

Metric
2025-12-31
20-F
CNY
2024-12-31
20-F
CNY
2023-12-31
20-F
CNY
2022-12-31
20-F
CNY
Revenue 600,775,492 565,273,477 497,671,625 651,991,593
Operating Income -37,689,841 -52,115,825 -79,754,620 702,208
Net Income -35,600,849 -49,570,199 -72,576,740 1,377,897
Cash From Operations -35,957,112 -97,447,783 -44,222,478 -15,231,895
Capex -5,093,001 -719,288 -4,444,392 -2,150,431
Free Cash Flow -41,050,113 -98,167,071 -48,666,870 -17,382,326
Cash And Equivalents n/a n/a n/a 27,939,170
Accounts Receivable 67,466,586 38,696,583 41,281,988 30,913,334
Inventory n/a n/a n/a n/a
Total Current Assets 176,731,990 140,373,576 82,588,973 77,199,556
Total Assets 226,403,414 184,365,871 100,450,600 125,422,314
Total Current Liabilities 117,401,965 96,161,922 109,611,400 76,848,192
Total Liabilities 132,742,917 104,997,426 126,182,673 94,524,727
Shareholders Equity 105,015,184 90,259,533 -18,055,399 33,325,657
Shares Outstanding n/a n/a n/a 6,409,600
Shares Outstanding Diluted n/a n/a n/a n/a
Weighted Avg Shares Diluted 2,286,572 29,085,753 20,924,500 18,071,233
Weighted Avg Shares Basic 2,286,572 29,085,753 20,924,500 18,071,233
Net Share Count Change (Normalized) Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence
Ownership Claim Change (Normalized) Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence
Quarterly Financials

Latest quarterly periods, newest first. Periods are shown only when Data Vault has them.

Only 6 quarterly periods available from Data Vault for this company.

Metric
2025-06-30
6-K
CNY
2024-12-31
6-K
CNY
2024-06-30
6-K
CNY
2023-12-31
6-K/A
CNY
2023-06-30
6-K/A
CNY
2022-12-31
6-K
CNY
Revenue 280,628,305 565,273,477 270,607,509 497,868,200 169,485,253 454,099,525
Operating Income 2,448,533 -52,115,825 -18,343,738 -79,754,620 -24,558,202 12,376,729
Net Income 1,789,107 -49,570,199 -17,934,927 -72,576,740 -23,752,020 9,616,396
Cash From Operations -1,092,262 -97,447,783 -14,640,802 -44,222,478 -41,525,937 -15,231,895
Capex -1,599,960 -719,288 -611,010 -4,444,392 -2,294,212 -2,150,431
Free Cash Flow -2,692,222 -98,167,071 -15,251,812 -48,666,870 -43,820,149 -17,382,326
Cash And Equivalents n/a n/a 21,076,691 n/a 16,650,244 27,939,170
Total Current Assets 143,120,423 140,373,576 80,952,094 82,588,973 97,533,800 77,199,556
Total Liabilities 107,917,392 104,997,426 138,788,030 126,182,673 95,908,483 94,524,727
Shares Outstanding n/a n/a n/a n/a n/a 6,409,600
Shares Outstanding Diluted n/a n/a n/a n/a n/a n/a
Weighted Avg Shares Diluted 93,826,802 93,826,802 21,352,223 93,826,802 20,494,426 17,200,000
Weighted Avg Shares Basic 93,826,802 93,826,802 21,352,223 93,826,802 20,494,426 17,200,000
Net Share Count Change (Normalized) Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence
Ownership Claim Change (Normalized) Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence
Audit Trail

NCAV Audit

Official-source inputs remain linked to filing provenance. Derived values are labeled as such.

Input Value Source concept Filing period Confidence Provenance
Current Assets 143,120,423CNY us-gaap:AssetsCurrent 2025-06-30 1.00 Data Vault | sec/companyfacts/cik=0001938186/companyfacts.json
Data Vault | sec/companyfacts/cik=0001938186/companyfacts.json
Total Liabilities 107,917,392CNY us-gaap:Liabilities 2025-06-30 1.00 Data Vault | sec/companyfacts/cik=0001938186/companyfacts.json
Data Vault | sec/companyfacts/cik=0001938186/companyfacts.json
Cash n/a derived 2025-06-30 n/a n/a
Shares Outstanding 93,826,802 us-gaap:WeightedAverageNumberOfDilutedSharesOutstanding 2025-06-30 1.00 Data Vault | sec/companyfacts/cik=0001938186/companyfacts.json
Data Vault | sec/companyfacts/cik=0001938186/companyfacts.json
NCAV 35,203,031CNY derived 2025-06-30 n/a company-evidence-v1 | total_current_assets - total_liabilities
NCAV per share 0.38CNY derived 2025-06-30 n/a company-evidence-v1 | NCAV / shares_outstanding
Internal NCAV Discount 65.0% derived 2025-06-30 n/a gnni_publication_pack | internal_discount

NCAV = total_current_assets - total_liabilities | NCAV per share = NCAV / weighted_avg_shares_diluted

Source Provenance

Data Source
Data Vault
Data Vault Root
n/a
CIK
0001938186
Company ID
n/a
Selected Annual Source
n/a
Selected Quarterly Source
n/a
Statement Extractor
companyfacts-screener-v1
View Extractor
companyfacts-screener-v1
Source Accession Count
6
Imported At
2026-08-15T12:52:19+00:00
Rendered At
2026-08-16T03:30:06+00:00

Run Audit

Mary Run
63eb9cbe01c34796bb5a9e8d156e6111
Mary As Of
2026-08-15
Accession
0001213900-26-045588
CIK
0001938186
Mary Filing Date
2026-04-20
Filing Currency
CNY
Internal Discount
65.0%
Source State
Verified
Market Context
Not Displayed
Market Policy
internal_only_not_redistributed
Share Trend
Not Evaluated
Dilution
Needs Review

mary_run=63eb9cbe01c34796bb5a9e8d156e6111; mary_as_of=2026-08-15; mary_filing_date=2026-04-20; mary_accession=0001213900-26-045588; mary_cik=0001938186; gnni_supporting_filing_date=2026-04-20; internal_discount=0.649506; mary_reason=Mary's deterministic net-net screen flagged this candidate. The internal discount is shown; raw market-data fields are not published in this pilot.

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