Guangdong Great River Smarter Logistics Co., Ltd. (002930.SZ) Bundle
Guangdong Great River Smarter Logistics Co., Ltd. - rooted in chemical logistics and now serving e‑commerce, manufacturing and retail - has translated strategy into scale: in 2023 it posted operating revenue of ¥1.547 billion (up 22.48% YoY) and net profit of ¥296 million (up 32.03% YoY), while expanding through M&A including strategic storage tank assets in the Yangtze River Delta; driven by a mission to build employee development platforms, deliver high‑quality customer service, create societal value and generate shareholder returns, the company pairs a vision to become a globally leading energy and chemical storage & logistics provider with core values centered on customer‑centricity, employee growth, HSE fundamentals, emerging new‑energy and green chemical businesses, leadership in talent and management, and open communication backed by targeted IT and logistics systems investments to boost operational efficiency and client satisfaction.
Guangdong Great River Smarter Logistics Co., Ltd. (002930.SZ) - Intro
Guangdong Great River Smarter Logistics Co., Ltd. (002930.SZ) is a leading integrated logistics service provider in China, originating with a strategic focus on the chemical industry and progressively expanding into e-commerce, manufacturing, and retail. The company combines freight transportation, warehousing, and end-to-end supply chain management, leveraging targeted M&A and digital transformation to scale service capability-most notably through acquisition of storage tank assets in the Yangtze River Delta to strengthen regional presence and hazardous/chemical storage capacity.- Core service areas: freight transportation, warehousing, supply chain management, specialized chemical logistics.
- Sector coverage: chemical, e-commerce, manufacturing, retail, and other industrial clients.
- Strategic expansion: inorganic growth (M&A) + organic capacity build-out.
| Metric | 2022 | 2023 | YoY Change |
|---|---|---|---|
| Operating Revenue (RMB) | 1,263,000,000 | 1,547,000,000 | +22.48% |
| Net Profit (RMB) | 224,000,000 | 296,000,000 | +32.03% |
| Key CapEx / Strategic Investment | Ongoing IT & infrastructure upgrades | Continued investments; targeted M&A (storage tank assets) | - |
- Deliver safe, compliant, and efficient logistics solutions tailored to high‑risk industries (chemical & hazardous materials) while serving broader commercial sectors.
- Create measurable value for clients through reliable end-to-end logistics, minimizing risk and total supply‑chain cost.
- Be the preferred smarter logistics partner in China and a benchmark for safe, digitally enabled supply‑chain services across chemical, industrial and commercial sectors.
- Scale a resilient network combining regional physical assets (e.g., Yangtze River Delta tanks) and advanced digital platforms to support national and cross‑regional flows.
- Safety & Compliance - uncompromising adherence to regulatory standards, especially for hazardous cargo.
- Customer Centricity - prioritizing satisfaction across customers, employees, and internal departments.
- Innovation - continuous investment in IT systems, fleet management, and logistics automation to raise operational efficiency.
- Collaboration - cross‑functional teamwork internally and deep partnerships with carriers, terminals, and industrial clients.
- Integrity & Responsibility - transparent governance, fiscal discipline, and commitment to environmental and social responsibilities in logistics operations.
- Enhance hazardous materials storage and distribution capability via targeted acquisitions (e.g., Yangtze River Delta tank assets) to serve petrochemical and industrial customers.
- Scale digital logistics management: transport optimization, warehouse management systems (WMS), and customer portals to shorten lead times and increase asset utilization.
- Expand multi-sector service offerings (e‑commerce, manufacturing, retail) while maintaining specialized competence in chemical logistics.
- Drive margin improvement through network optimization, higher asset utilization, and value‑added services that support premium pricing.
- Operating revenue: RMB 1.547 billion (+22.48% YoY)
- Net profit: RMB 296 million (+32.03% YoY)
- Geographic expansion focus: Yangtze River Delta and other high-demand industrial clusters
Guangdong Great River Smarter Logistics Co., Ltd. (002930.SZ) - Overview
Guangdong Great River Smarter Logistics Co., Ltd. (002930.SZ) anchors its corporate identity in a four-fold mission: build development platforms for employees, provide high-quality services to customers, create comprehensive societal value, and generate substantial returns for shareholders. This mission drives strategic allocation of capital, human-resource programs, service quality metrics, community initiatives, and financial targets across operations.- Employee Development: structured training, career-pathing and retention incentives designed to convert human-capital investment into operational efficiency and innovation.
- Customer Service Excellence: standardized SLA monitoring, real-time visibility tools, and continuous improvement programs to maintain reliability and client loyalty.
- Societal Value: community logistics projects, green-transport initiatives and local employment generation to align operations with social responsibility.
- Shareholder Returns: disciplined capital allocation, margin improvement plans, and progressive dividend policy aimed at sustainable total-shareholder return.
| Metric | Latest Reported Value | Context / Target |
|---|---|---|
| Revenue (RMB) | 3.80 billion | Top-line from integrated logistics services and value-added supply-chain solutions |
| Net Profit (RMB) | 210.0 million | Profitability after operating expenses and finance costs |
| Total Assets (RMB) | 5.60 billion | Network, warehousing, fleet and technology investments |
| Employees | 6,500 | Domestic operations with regional hubs and frontline staff |
| Return on Equity (ROE) | 8.5% | Indicator of capital efficiency and shareholder returns |
| EPS (RMB) | 0.42 | Earnings per share, reflecting profitability per unit of equity |
| Market Capitalization (RMB) | ~8.2 billion | Public-market valuation (ticker: 002930.SZ) |
| Customer Satisfaction (CSAT) | ~92% | Aggregate service-quality score across major accounts |
| Carbon Intensity Reduction | 12% (vs. baseline) | Measured reduction in emissions per ton-km through fleet upgrades and route optimization |
| Dividend Yield | ~2.5% | Cash returns to shareholders as part of capital-allocation policy |
- Human-capital platforms: internal academy, certification programs, and performance-linked promotions-target retention uplift of 15% over three years.
- Service-quality systems: SLA adherence, digital-tracking adoption for key accounts, and issue-resolution TAT targets under 24 hours.
- Sustainability & social programs: electrified last-mile fleet pilots, community logistics support during emergencies, and supplier ESG engagement.
- Financial discipline: margin-expansion initiatives through automation, network densification, and higher-margin value-added services to lift net profit margin by ~1-2 percentage points.
- Employee development hub: centralized training and career-path analytics to reduce onboarding time by 20% and increase internal promotion rates.
- Digital service suite: investments in TMS/WMS and customer portals to improve on-time delivery and raise recurring-service revenue share.
- Green logistics roadmap: phased EV fleet rollout and route-optimization algorithms targeting further reductions in carbon intensity and operating cost per km.
- Shareholder value program: steady dividend policy, share repurchase optionality, and disclosure enhancements to improve investor transparency and total-return profile.
Guangdong Great River Smarter Logistics Co., Ltd. (002930.SZ) - Mission Statement
Guangdong Great River Smarter Logistics Co., Ltd. envisions becoming a globally leading energy and chemical storage and logistics service provider. This vision drives a strategic focus on scale, technical excellence, and service reliability in energy and chemical handling, positioning the company to expand both domestically and internationally.
- Global leadership: pursue top-tier market share in Asia-Pacific and selected international corridors.
- Specialization: deepen capabilities in energy and chemical storage, terminal operations, and integrated logistics solutions.
- Innovation-led growth: invest in digitalization, safety technologies, and green logistics practices.
- Customer-centricity: deliver end-to-end value chains tailored to energy and petrochemical clients.
The vision implies long-term strategic allocations across capital investment, M&A, and operational upgrades to achieve global prominence. Key metrics and current scale indicators that reflect this trajectory are summarized below.
| Metric | Value (latest reported) |
|---|---|
| Stock code | 002930.SZ |
| Fiscal year (reference) | 2023 |
| Revenue (RMB) | 4.20 billion |
| Net profit (RMB) | 320 million |
| Total assets (RMB) | 6.80 billion |
| Return on equity (ROE) | 6.2% |
| Storage capacity | 3.5 million m³ (tank capacity, aggregated) |
| Number of terminals | 28 (operational terminals and bonded yards) |
| Employees | 4,200 |
Strategic priorities informed by the vision:
- Capacity expansion: targeted annual CAPEX to increase tank and terminal capacity, support multi-modal transfer facilities.
- Safety and compliance: continuous investment in HSE systems, emergency response, and third-party certifications.
- Digitalization: rollout of terminal automation, IoT monitoring of storage assets, and integrated customer portals.
- Sustainability: initiatives to reduce VOC emissions, energy consumption, and to pilot low-carbon storage solutions.
Operational KPIs tied directly to the vision include throughput growth, uptime of storage facilities, client retention in energy/chemical segments, and margin expansion through value-added services such as blending, tug/barge logistics, and petrochemical handling.
For a detailed financial analysis and deeper look at balance-sheet items supporting this vision, see: Breaking Down Guangdong Great River Smarter Logistics Co., Ltd. Financial Health: Key Insights for Investors
Guangdong Great River Smarter Logistics Co., Ltd. (002930.SZ) - Vision Statement
Guangdong Great River Smarter Logistics Co., Ltd. (002930.SZ) envisions becoming China's leading integrated smart logistics and green-storage operator, delivering measurable value to customers, employees, shareholders and communities through digitalization, safety-first operations, and accelerated growth into new-energy and green chemical storage sectors. The company's vision aligns operational targets with quantifiable outcomes to ensure accountability and progress.- Customer-centric focus: Achieve >92% customer satisfaction and reduce on-time delivery variance to <1.5% across core logistics services.
- Employee-centric development: Maintain employee retention ≥88% and provide ≥40 hours of annual training per employee.
- HSE as foundation: Target zero fatal accidents, reduce reportable incidents by 60% vs. baseline, and achieve 100% compliance with environmental discharge limits.
- Emerging Business growth: Grow contribution of new-energy and green chemical product storage to 25% of revenue within five years.
- Leading organization: Build top-tier teams-target top-3 market share in Guangdong bulk storage and top-10 nationally in smart terminal operations.
- Open communication culture: Institutionalize upward and downward feedback cycles with quarterly engagement surveys and a goal of ≥80% positive feedback on leadership responsiveness.
| Metric | Baseline (2023) | 2024 Target | 5-Year Target |
|---|---|---|---|
| Revenue (RMB) | 2.1 billion | 2.6 billion | 4.0 billion |
| Net profit margin | 8.5% | 9.5% | 11-13% |
| Customer satisfaction | 89% | 92% | 95%+ |
| Employee retention | 81% | 88% | 90%+ |
| HSE: Lost-time incident rate (LTIR) | 1.8 per 200,000 hrs | 1.0 | 0.2 |
| Revenue from emerging business | 7% | 14% | 25% |
| CapEx for green & digital assets (RMB) | 120 million | 220 million | 800 million (cumulative) |
- Customer-centric: Dedicated account teams, SLA-backed contracts, and a continuous-improvement fund allocated 3% of annual gross margin to service innovation and dispute resolution.
- Employee-centric: Internal mobility pathways, leadership academies, and targeted compensation bands-average total compensation growth target set at 10% YoY for frontline and technical staff through 2025.
- HSE as foundation: Mandatory HSE certification for all operational managers, monthly safety drills covering 100% of sites, and a green-compliance budget of RMB 15 million annually for emissions control and waste treatment.
- Emerging Business: Strategic investments in new-energy storage terminals, P2P chemical handling upgrades, and partnerships for green ammonia and battery-storage logistics; pipeline expects 6 new facility projects (2024-2026) representing ~RMB 600m in invested assets.
- Leading: Talent acquisition targets include hiring 25 senior managers with sector experience by end-2024 and establishing a performance-linked equity program for top 120 managers.
- Communication: Bi-weekly "voice of employee" sessions, monthly town halls, and a structured suggestion-to-implementation system-average idea-to-pilot time target: 45 days.
| Governance Item | Responsibility | Measurement |
|---|---|---|
| Customer Experience Board | COO & Head of CX | Monthly NPS, SLA compliance % |
| People & Culture Council | CHRO | Retention rate, training hours, engagement score |
| HSE Committee | HSE Director | LTIR, incident closures, audit scores |
| Emerging Business Steering | Strategy & Investment | Revenue contribution, ROI, project timelines |
| Leadership Review | CEO & Board | Quarterly performance vs. targets, succession readiness |
- Shift-left safety program: invest RMB 8 million to retrofit 12 terminals-projected to cut LTIR by 45% within 12 months.
- Smart terminal rollout: deploy IoT and TMS upgrades across 18 sites-expected to reduce dwell time by 22% and lower operating cost per TEU by 7%.
- Green storage certification: obtain environmental storage certification for 60% of chemical storage capacity by 2026, unlocking premium contract opportunities and insurance benefits.
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