Shenzhen Jiniu Aviation Services, the majority‑owned subsidiary of Jayud Global Logistics Limited, received certification from China’s Civil Aviation Administration (CAAC) on November 19 2025 to conduct drone pilot training operations. The approval authorizes the company to offer comprehensive training programs covering hover, line, and commercial flight categories, positioning it as a licensed provider of certified pilots for industrial drone applications.
The certification enables Jiniu to supply pilots for facade‑cleaning projects covering 100,000 square meters and timber‑transport missions of 1,000 tons, and to partner with institutions in Gansu and Jiangxi provinces as well as Guangdong Guangsheng Low‑Altitude Aviation Services. The subsidiary plans to extend its training footprint to 12 additional cities—including Xi’an, Lanzhou, Nanning, and Meizhou—and to establish a youth research and education base focused on drone technology, AI robotics, and aviation maintenance.
China’s low‑altitude economy is projected to grow at a 25.6 % CAGR from 2024 to 2029, with the drone market expected to exceed 600 billion yuan by 2029. By entering this high‑growth sector, Jayud seeks to diversify beyond its core cross‑border logistics network and tap into new revenue streams that combine aerial logistics with ground‑based operations.
Jayud returned to profitability in the first half of 2025, reporting a net income of $0.3 million versus a $2.7 million loss in the same period last year, while revenue rose 3.7 % to $39.2 million. The company maintains a cash‑to‑debt advantage and a current ratio of 1.5, but analysts note a thin gross‑profit margin of 1.95 % and a rapid cash burn that could constrain future expansion.
Chairman and CEO Xiaogang Geng said the CAAC certification “represents our commitment to strategic diversification while leveraging our core logistics expertise.” He added that the subsidiary’s entry into the low‑altitude economy could enhance Jayud’s traditional supply‑chain operations through innovative aerial logistics solutions. Investors responded positively to the announcement, reflecting confidence in the company’s diversification strategy.
With the certification in place, Jiniu is positioned to capture a share of the expanding drone market, leveraging its existing logistics infrastructure to offer integrated aerial‑ground services. The move also signals Jayud’s intent to build a long‑term presence in China’s low‑altitude economy, potentially offsetting margin pressures in its core logistics business while opening new growth avenues.
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