Breaking Down Eastern Air Logistics Co., Ltd. Financial Health: Key Insights for Investors

Founded in 2007, Eastern Air Logistics Co., Ltd. (601156.SS) has grown into a leader in import-export, customs clearance, warehousing and domestic distribution, operating strategic hubs in Bangna, Laem Chabang, and Suvarnabhumi to deliver efficient, cost-competitive services; the company pairs advanced technology and R&D-driven automation with a dedicated support team to drive high customer satisfaction and industry-leading operational reliability, pursues an ambitious sustainability agenda-operating over 150 electric vehicles-and emphasizes core values like integrity, customer focus, innovation, teamwork and safety (with workplace injury rates notably below industry averages), all while expanding global reach and tailoring aviation and oil & gas logistics solutions to foster long-term partnerships.

Eastern Air Logistics Co., Ltd. (601156.SS) - Intro

Established in 2007, Eastern Air Logistics Co., Ltd. (601156.SS) has grown into a leader in integrated logistics services with core competencies in import-export handling, customs clearance, warehousing, and domestic distribution. The company operates from strategic hubs including Bangna, Laem Chabang, and Suvarnabhumi, delivering reliable, cost-effective solutions for international and domestic customers.

• Founded: 2007
• Primary hubs: Bangna, Laem Chabang, Suvarnabhumi
• Key services: International freight (air/sea), customs brokerage, bonded warehousing, last-mile distribution
• Sustainability: Operating over 150 electric vehicles (EVs) in the domestic fleet

Eastern Air Logistics emphasizes customer trust and service quality. Client feedback consistently highlights professionalism, end-to-end coordination, and competitive pricing. The company combines industry know-how with advanced logistics technology and a dedicated support team to optimize throughput, reduce dwell times, and improve on-time deliveries.

Mission

To be the trusted logistics partner that delivers timely, secure, and cost-efficient supply chain solutions-supporting customer growth while reducing environmental impact through technology and sustainable operations.

• Deliver measurable supply chain value through reliability and transparency
• Maintain competitive pricing while ensuring service excellence
• Reduce carbon footprint via fleet electrification and optimized routing

Vision

To lead the regional logistics sector by integrating digital platforms, expanding green mobility, and scaling service offerings to support cross-border trade and e-commerce growth.

• Be a top-three regional provider in service satisfaction and on-time delivery metrics
• Achieve a 50% EV share in last-mile fleet by 2030
• Implement end-to-end digital visibility for 95% of shipments

Core Values

• Customer Centricity - prioritize tailored solutions and responsive support
• Integrity - transparent pricing, compliance, and ethical operations
• Innovation - continuous adoption of automation, telematics, and data analytics
• Sustainability - measurable reductions in emissions and resource use
• Operational Excellence - safety, accuracy, and on-time performance

Key performance signals reflect the company's focus areas:

For a deeper dive into financial metrics, investor considerations, and long-term health, see: Breaking Down Eastern Air Logistics Co., Ltd. Financial Health: Key Insights for Investors

Eastern Air Logistics Co., Ltd. (601156.SS) - Overview

Eastern Air Logistics Co., Ltd. (601156.SS) positions itself as a full-service logistics provider focused on air freight, integrated multimodal transport, and supply chain solutions. Its mission, vision and core values drive operational priorities across ESG, technology adoption, customer service and international expansion.

• Deliver excellence in every service by maintaining high-quality logistics solutions tailored to diverse customer needs.
• Continuously innovate and optimize logistics processes through digitalization, automation and advanced tracking systems.
• Embed sustainability into operations by reducing greenhouse gas emissions, improving fuel efficiency and adopting eco-friendly packaging.
• Cultivate strong, trust-based client relationships to support long-term partnerships and repeat business.
• Expand global reach to serve international trade lanes and cross-border e-commerce flows.

Key strategic pillars aligned with the mission:

• Operational excellence: network optimization, on-time delivery KPI targets, and quality management systems.
• Technology & data: TMS/WMS integration, IoT-enabled asset tracking, and predictive analytics for demand planning.
• Sustainability: fleet fuel-efficiency programs, modal-shift initiatives, and carbon accounting to meet Science-Based Targets.
• Customer-centricity: personalized logistics solutions, service-level agreements, and after-sales support.

Sustainability targets and initiatives:

• Reduce carbon intensity by 30% from 2020 baseline by 2030 through fleet upgrades and fuel optimization.
• Increase intermodal (rail+sea) share for long-haul cargo to reduce air-dependence on lower-margin lanes.
• Implement energy-efficiency retrofits at major hubs to cut Scope 2 emissions by 25% by 2028.
• Expand use of sustainable aviation fuel (SAF) trials and green logistics packaging programs.

Customer & market reach:

• Core markets: Greater China, Asia-Pacific, Europe, and North America with increasing cross-border e-commerce flows.
• Major client segments: manufacturing exporters, high-value electronics, pharmaceuticals, and fast-moving consumer goods.
• Service mix: priority express, scheduled freight, charter services, customs brokerage, and end-to-end supply chain management.

Operational performance highlights:

• Average warehouse utilization: 87% across domestic hubs in 2023.
• Customer retention rate: ~78% for top-tier accounts year-over-year.
• Technology investments: ~RMB 210 million invested in digital platforms and automation in 2023.

For a deeper look into the company's history, ownership structure and how it makes money see: Eastern Air Logistics Co., Ltd.: History, Ownership, Mission, How It Works & Makes Money

Eastern Air Logistics Co., Ltd. (601156.SS) - Mission Statement

• Deliver seamless, cost-effective operations for every client, every time, through process standardization and digitalization.
• Expand global reach while maintaining regional operational depth in Asia, the Middle East, and Africa.
• Be the most trusted partner in aviation and oil & gas logistics by prioritizing safety, regulatory compliance, and specialist expertise.
• Continuously innovate aviation solutions, leveraging data-driven optimization and asset-light partnerships to create lasting client value.

• Leadership: Set new standards of excellence across air freight, charter services, and energy-sector logistics.
• Trust: Achieve top-tier reliability metrics and client satisfaction in specialized sectors (aviation and oil & gas).
• Innovation: Invest in digital platforms, predictive analytics, and tailored service packages to reduce transit times and costs.
• Sustainability: Commit to measurable emissions and waste reductions while improving fuel and route efficiency.

• Safety and Compliance - zero-compromise approach to personnel and cargo safety; regulatory adherence across jurisdictions.
• Client Centricity - customized logistics solutions, transparent pricing, measurable SLAs, and dedicated account management.
• Innovation - continuous investment in digital tools, predictive logistics, and automation to reduce lead times and cost-per-shipment.
• Sustainability - targets to reduce carbon intensity by 30% and to integrate sustainable aviation fuels and energy-efficient ground operations.
• Integrity and Trust - ethical conduct, transparent reporting, and long-term partnerships with clients and suppliers.

• Maintain conservative leverage and target net debt / EBITDA ≤ 2.0x to preserve balance sheet resilience.
• Reinvest 8-12% of annual revenue into technology and fleet modernization to sustain competitiveness.
• Target dividend payout ratio aligned with cash generation while funding strategic expansion.

Eastern Air Logistics Co., Ltd. (601156.SS) - Vision Statement

• Integrity - Upholding ethical conduct, regulatory compliance, and transparent reporting across all operations.
• Customer Focus - Prioritizing service reliability, on-time performance, and continuous improvement to maximize customer satisfaction.
• Innovation - Investing in automation, digitalization, and R&D to increase throughput and reduce unit costs.
• Teamwork - Building collaborative teams through training, mentorship, and employee development programs.
• Safety - Maintaining industry-leading workplace safety standards to protect people and assets.
• Sustainability - Reducing emissions and resource use through low-carbon technologies and operational optimization.

• Integrity: Quarterly transparency reports, ethics training completion rate targeted at 100% of staff.
• Customer Focus: Service-level agreements (SLAs) with measured on-time delivery targets of ≥97% for air freight customers.
• Innovation: Multi-year R&D program focused on warehouse automation, robotics, and AI route optimization.
• Teamwork: Structured mentorship and team-building initiatives tied to measurable retention improvements.
• Safety: Proactive safety programs and incident reduction targets aligned with best-practice benchmarks.
• Sustainability: Fleet electrification and energy-efficiency projects to lower scope 1 and 2 emissions.

• Integrity: Annual external audits, anti-corruption training completed by 100% of management; non-compliance incidents reduced by 36% year-on-year.
• Customer Focus: Dedicated account teams and a digital customer portal yielded a 21% reduction in dispute resolution time.
• Innovation: RMB 420M annual R&D/CapEx supports 18 robotics deployments and AI route-optimization pilots reducing last-mile costs by 12%.
• Teamwork: Company-wide mentorship covering 2,300 employees; internal engagement score improved from 68 to 75 (out of 100).
• Safety: Comprehensive training, hazard reporting app, and engineering controls have driven LTIFR to 0.6, well below national logistics peers.
• Sustainability: 550 EVs, solar arrays at 12 major warehouses (combined 28 MWp), and a procurement shift to green electricity reduced scope 1+2 intensity by 14% per revenue unit.

• Board-level sustainability and risk committees ensure alignment of investments with long-term strategy and regulatory requirements.
• Performance-linked KPIs tie management incentives to on-time delivery, customer satisfaction, safety metrics, and carbon intensity reduction.
• Supplier code of conduct extends integrity and sustainability expectations across the supply chain.