A Strong Start in the First Quarter, Now Is the Time to Strive Forward | Yueda Investment's First Quarter Sprint Report

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(Source: Shengma Finance)

Industrial linkage, blossoming in multiple places

Editor | Shengma Finance Ouyang Wen

The spring tide surges, and the war drums urge action. The year 2026 is the starting year of the “14th Five-Year Plan” and a crucial year for Yueda Investment’s transformation and upgrading, moving towards high-quality development. The beginning is crucial for the overall situation, and the start determines the future. Since the first quarter, Yueda Investment has anchored the goal of a “good start” in the first quarter, leading its key enterprises such as Yueda Textile, Yueda Intelligent Agricultural Equipment, Yueda Special Vehicles, Yueda Low Carbon, Yueda Energy Storage, and Yueda Long-Lasting Logistics to adopt a fighting posture of “decisive battle at the start, sprinting from the beginning,” moving towards spring with full force, ready to run the “first leg” of the year’s development.

From the intelligent weaving in the textile workshop to the roaring motors of intelligent agricultural equipment, from the orange figures on the front lines of sanitation to the grid-connected power generation of green energy, a series of vibrant scenes of “diligent people welcoming spring early” are gradually unfolding. This wave of “seizing opportunities and working hard” not only demonstrates the industrial resilience and vitality of Yueda Investment but also converges into a powerful momentum driving high-quality development.

Moving towards the new, Yueda Textile builds “hardcore” strength through technological innovation

On March 11, at the Shanghai National Exhibition and Convention Center, the Yueda Textile booth was bustling with people during the 2026 Shanghai International Textile Expo. A fabric using “fiber suppression technology” remained as pristine as new even after five washes, garnering praise from both domestic and foreign merchants.

This wave of enthusiasm from the exhibition is a vivid portrayal of Yueda Textile driving the “good start” in the first quarter through technological innovation and collaborative efforts across the entire industrial chain. Entering Yueda Textile’s intelligent factory, under the halo of the world’s first “lighthouse factory” in the cotton spinning industry, is a deep integration of digitalization, intelligence, and green manufacturing. Self-developed “Yueju Spinning” antibacterial and mite-resistant yarns, and “Ice Fragrant Jade” bamboo fiber functional fabrics continue to translate into market competitive advantages. Jiangsu Ouhua Textile Co., Ltd. successfully tackled the challenges in the lyocell fiber industry, achieving a suppression performance of ≥4 grade and maintaining 3-4 grade even after five washes, with a 24% improvement in the one-time success rate of bulk dyeing. Following its entry into the global “lighthouse factory” list, Yueda Home Textile brand has also been selected as a “2025 Chinese Consumer Brand” by the Ministry of Industry and Information Technology.

Seizing the agricultural season, Yueda Intelligent Agricultural Equipment provides full support for spring plowing

In preparation for spring plowing, agricultural machinery takes the lead. As an important equipment force for ensuring national food security, Yueda Intelligent Agricultural Equipment focuses on achieving all annual goals and tasks, accurately working on market expansion, financial empowerment, product innovation, and internal management, fully supporting spring plowing production.

Sales are steadily progressing, and channels are continuously optimized. From January to February, the company’s domestic and overseas sales efforts have steadily advanced, with the domestic market maintaining a good growth trend, achieving a 19.5% year-on-year increase in domestic sales. Among them, the market in Yancheng and Jiangsu is showing strong growth, continuously penetrating key counties such as Dongtai and Sheyang through special activities like product promotion meetings, effectively tapping into potential demand. At the same time, the number of invoiced dealers has significantly increased compared to the same period last year, and the development of blank counties and the replacement of weak channels are being carried out in an orderly manner, laying a solid foundation for market expansion throughout the year.

Financial collaboration and synergy, services reaching precisely. In 2026, the company further increased support for financial policies, continuously deepening strategic collaboration with Yueda Financial Leasing Company. By optimizing the tripartite financial cooperation model, increasing interest subsidy support, and providing flexible credit, it continuously reduces the purchasing threshold for dealers and farmers. From January to February, the first batch of special financing funds was successfully allocated, driving nearly a hundred high-horsepower tractors to achieve sales and delivery, providing strong financial support for spring plowing production.

New product R&D success, management reforms invigorate. The company focuses on market demand and accelerates product iteration and upgrades. The main YM and YN series have received positive market feedback; the high-end YC series tractors have completed E-mark certification tests, laying the foundation for exports to Europe and America; the electric tractor R&D plan has passed the review, and the testing of intelligent weeding robots is being carried out in an orderly manner. By promoting a flattened organizational structure, integrating workshop functions, and implementing a shared labor model, the efficiency of human resource allocation has further improved. Regular quality meetings and supply chain optimization measures are working together to provide strong guarantees for concentrated delivery in the spring plowing market.

Deepening the market, Yueda Special Vehicles works hard in the “14th Five-Year Plan”

Entering the Yueda Special Vehicles production workshop, a busy scene comes into view: production lines are operating at full capacity, and workers are assembling in an orderly manner as sanitation equipment is ready for dispatch. From January to February, the company achieved a year-on-year sales increase of 21.88%, with environmental service revenue up 42.5%. The current production plan has been scheduled through the end of May, with sufficient orders and a booming supply and sales situation.

As a leading operator in environmental services based in Yancheng, Yueda Special Vehicles has continuously deepened its engagement in the environmental service market this year, with its service network covering all districts and counties in Yancheng and extending to key towns. From road cleaning to garbage transportation, from river management to waste sorting, teams in “orange uniforms” are traversing urban and rural areas. “Yueda City Services,” with its professional team and standardized operational model, maintains the city’s cleanliness with its specialized and refined “seven-in-one” service, gradually unfolding a beautiful picture of “Yueda Services Entering Thousands of Homes.”

With the warming of spring temperatures, Yancheng will welcome a series of large cultural and sports events such as marathons and music festivals. As an important guarantee for the city’s environmental services, the company has already made early preparations, formulating a special guarantee mechanism of “one event, one plan” to ensure environmental cleanliness and order during the events. From the Su Super League to the Yancheng Marathon, Yueda Special Vehicles personnel always remain on the front lines, using their “orange figures” to protect the city’s “beauty,” showcasing the strength and responsibility of state-owned enterprises.

Green energy surges, Yueda Low Carbon and Yueda Energy Storage accelerate in the “Year of the Horse”

In the Year of the Horse, Yueda has gained new momentum on the green energy track.

Yueda Low Carbon projects take the lead, with intelligence as the wings. In March at the Guandong Salt Field, on the glistening fishponds, pile-driving boats precisely drop their hammers in the morning light, as the Yueda Guandong Salt Field 310MW fish-solar complementary photovoltaic project is making all-out efforts. All builders are racing against time to inject strong new momentum with tangible construction results. At the Yueda Digital Intelligent Source Management Center, a revolution in efficiency is unfolding. Yueda Huafeng Power Station focuses on digital operation and maintenance technology, fully implementing drone intelligent cleaning operations, significantly improving operational efficiency and power generation efficiency. The company always adheres to “safety as the foundation, management as the key,” improving the safety control system throughout the process, protecting project construction and stable operation of the power station with refined management, achieving simultaneous safety development and efficiency improvement.

Yueda Energy Storage enhances quality and efficiency, aggregating empowerment. In the first quarter, Yueda Energy Storage focused on “quality improvement in project operation, expansion of microgrid scale, creation of zero-carbon parks, and aggregation of virtual power plants,” achieving phased results. In terms of operational efficiency, the company focused on the Dongtai Ge Port Energy Storage Power Station, achieving a cumulative charging of 17.6905 million kWh and discharging of 16.1615 million kWh from January to February, with a charge-discharge conversion efficiency of 91.35%, steadily improving operational quality and efficiency. In key projects, using the textile park microgrid project as a benchmark, the company has successfully put into operation 16.468MWp rooftop photovoltaics and 11MW/42.15MWh energy storage facilities, providing strong green momentum for Yueda Textile’s “lighthouse factory.”

Notably, the accelerated construction of virtual power plants has been emphasized. This year, the company continues to focus on intelligent construction, accelerating the establishment of an integrated virtual power plant operating system comprising “resource pool - control platform - market trading.” Currently, 33MWp of photovoltaic data, 121MWh of storage data, and energy monitoring data from 14 enterprises have been integrated, initially forming a resource pool with market participation capabilities. By deepening the application of AI algorithms, dynamically optimizing charge and discharge strategies, a solid foundation has been laid for achieving multiple benefits such as peak shaving, frequency regulation, and demand response.

Logistics empowerment, Yueda Long-Lasting Logistics breaks new ground with practical efforts

As a key link in smooth supply chains, Yueda Long-Lasting Logistics focuses on annual business goals and key tasks, centering on core services for main engine manufacturers and market-oriented business expansion, adopting a posture of “achieving results through practical efforts, running the first leg well,” making multi-point efforts and tackling challenges across the board.

Deepening the main business to improve efficiency. As a core logistics service provider for two major manufacturers, the company always adheres to service prepositioning and lean control. For the KCN domestic and port business, it coordinates transportation resources and optimizes scheduling processes; in light of adjustments to production plans for FAW Bestune after resumption during the Spring Festival, the company proactively plans and connects, coordinating equipment handling, personnel flow, and job matching, efficiently supporting the main manufacturers’ technical upgrades and resumption of production, fully ensuring the stability and smoothness of the supply chain.

Expanding the market with added strength. The company adheres to the development philosophy of “strengthening the main business and diversifying expansion,” steadily promoting market-oriented business development while strengthening core operations. Focusing on bulk commodities, cross-border e-commerce, and emerging industries, it has expanded logistics services for various categories such as coke, automotive wheels, vacuum pump equipment, intelligent equipment, refractory materials, and new energy materials, continuously expanding its business territory. At the same time, it has constructed a dual circulation development pattern for international and domestic markets, successfully achieving breakthroughs in cross-border e-commerce logistics and photovoltaic overseas transportation, providing customers with integrated services of “port + logistics + supply chain + finance.”

Since the beginning of the first quarter, Yueda Investment and its affiliated enterprises have implemented a “nail-driving” spirit for execution and a “hard-bone chewing” spirit to tackle difficulties. From the technological leadership of Yueda Textile to the support of Intelligent Agricultural Equipment for spring plowing; from service upgrades of special vehicles to breakthroughs in green electricity for low carbon energy storage, and finally to the supply chain collaboration of Long-Lasting Logistics, a picture of industrial linkage and blossoming in multiple places in high-quality development is gradually unfolding.