Demand spurred by policies has shortened the window period for supply integration, and Yongtai Yun, as an industry leader, ushered in an opportunity for a sharp rise in volume and price. In the short to medium term, growth is driven by volume growth. Yongtai Shipping uses the scarcest warehouse in the chain as a starting point for traffic integration. Its dangerous goods warehouse layout extends from East China to North China, and from coastal expansion to inland, expanding regions and categories in a two-pronged manner.

The bank expects operating revenue of Yongtai Shipping from 2023-2025 to be 2,766 billion yuan, 3.752 billion yuan and 4.631 billion yuan respectively; net profit from the return mother is 253 million yuan, 342 million yuan and 431 million yuan respectively; and corresponding PE in 2023-2025 is 16.80 times, 12.45 times and 9.87 times, respectively. In view of the company's good operations and steady increase in profitability, it was covered for the first time and given a “buy” rating.