23/05/2026
The 2026 Annual General Meeting of Shareholders of U&I Logistics Joint Stock Company (stock code: ULG) approved the strategic direction for the 2026–2030 period, marking the shift from a growth model based on scale expansion to an integrated logistics ecosystem model with the focus on service quality and sustainable profit margins. The meeting was held on May 23, 2026, at the Fairfield by Marriott South Binh Duong Hotel.
The Board of Directors has identified 2026 as a pivotal year preparing for the breakthrough of the 2027–2030 cycle. The business plan has been built on the principles of prudence and sustainability, based on three operating pillars: cash flow control, reduction of concentration risk in traditional product categories, and the organization of services according to an integrated ecosystem model rather than the provision of standalone services.
This approach reflects the reality that Vietnam's logistics market is undergoing a phase shift: the period of competing on price is giving way to competing on integration capability and supply chain reliability — particularly for the high-tech FDI customer segment and export enterprises that require stable lead-times.
The 2026–2030 strategic direction is established on four growth drivers. The first pillar is industry-specialized logistics operations, focusing on high-value product groups such as high-tech agricultural products, pharmaceuticals, electronics, and semiconductors — segments that require deep operational expertise and offer better profit margins than ordinary goods.
The second pillar is the development of a model tied to Free Trade Zones and deep-water ports, taking advantage of the infrastructure and institutional changes that are reshaping Vietnam's logistics map — from the Da Nang Free Trade Zone to new deep-water port projects such as Lien Chieu.
The third pillar focuses on standardizing ESG (Environmental – Social – Governance) standards and developing multimodal transport, meeting the increasingly stringent requirements from global supply chains regarding traceability and emissions reduction.
The fourth pillar is building an asset-light model ecosystem combined with the application of Artificial Intelligence in transport coordination, warehouse management, and demand forecasting — allowing service capacity to expand without being constrained by the pace of fixed asset investment.
At the close of the meeting, shareholders voted to approve all 12 proposals with a 100% approval rate. The 2026 plan has been built in a spirit of prudence but with a clear basis for resource allocation, ensuring feasibility for the breakthrough preparation period of 2027–2030, generating sustainable value for shareholders, and contributing positively to the development of Vietnam's logistics industry.
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