Yunda Holding Group Co Ltd Class A
002120: XSHE (CHN)
| Morningstar Rating for Stocks | Fair Value | Economic Moat | Capital Allocation |
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| LOCK|%< | LOCK|#w | LOCK|vdmRl#H |
Yunda Is Losing Market Share Amid Anti-Involution Policy Implementation
Business Strategy and Outlook
The six largest privately owned express delivery companies held 86.8% of China’s parcel‑delivery market by volume in 2025, based on company disclosures and State Post Bureau data. With market share already highly concentrated among leading operators, the scope for meaningful share gains from smaller players appears limited.
