J&T Express-W(01519.HK): Q4 package volume increased by 14.5% year-on-year, and the Southeast Asian market increased by over 70% year-on-year

J&T Express (1519) announced its operating data for the fourth quarter and the full year of 2025. The annual package volume reached 30.129 billion, an increase of 22.2% year-on-year. Among them, the Southeast Asian market grew by 67.8% to 7.659 billion, and the new market grew by 43.6% to 404 million. The total package volume in the fourth quarter was 8.461 billion, an increase of 14.5% year-on-year. As of the end of 2025, the number of outlets in Southeast Asia increased to 10,800, and the number of trunk vehicles increased to 5,800. The company plans to hold a conference call on January 7, 2026, and the relevant data is unaudited.

J&T Express Global Limited (Stock Code: 1519) issued a voluntary announcement on January 7, 2026, reporting its business and operational performance for the quarter and year ended December 31, 2025.

In the fourth quarter of 2025, the Group's total package volume was 8,461.0 million, an increase of 14.5% year-on-year; the average daily package volume was 92.0 million, an increase of 14.5% year-on-year. Among them, the package volume in Southeast Asia was 2,435.9 million, an increase of 73.6% year-on-year; the package volume in China was 5,891.4 million, a decrease of 0.4% year-on-year; the package volume in new markets was 133.8 million, an increase of 79.7% year-on-year.

For the year ended December 31, 2025, the Group's total package volume reached 30,128.7 million, an increase of 22.2% year-on-year; the average daily package volume was 82.5 million, an increase of 22.6% year-on-year. The annual package volume in Southeast Asia was 7,658.8 million, an increase of 67.8% year-on-year; the annual package volume in China was 22,066.0 million, an increase of 11.4% year-on-year; the annual package volume in new markets was 403.9 million, an increase of 43.6% year-on-year.

As of December 31, 2025, in terms of the number of network partners, there were 1,400 in Southeast Asia, a decrease of 300 compared with the end of 2024; 5,200 in China, a decrease of 300 compared with the end of 2024. In terms of the number of outlets, there were 10,800 in Southeast Asia, an increase of 1,000; 6,500 in China, a decrease of 500. In terms of the number of transit centers, there were 121 in Southeast Asia, an increase of 1; 81 in China, a decrease of 2. In terms of trunk vehicles, there were 5,800 in Southeast Asia (3,100 owned), an increase of 1,200; 7,200 in China (5,300 owned), an increase of 100. The number of automated sorting lines was 413 sets, an increase of 134 sets compared with the end of 2024.

The company plans to hold a conference call on the operating conditions of the fourth quarter of 2025 at 8:30 a.m. on January 7, 2026.

The announcement emphasizes that all the above figures are unaudited and have not been confirmed by the company's auditors, and may be adjusted and are subject to final confirmation. Shareholders and potential investors of the company are advised to exercise caution when trading the company's shares.

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