Lakeside Holding Ltd (LSH)

A. Company Overview

Lakeside Holding Ltd. is an integrated cross-border supply chain solution provider based in the United States, strategically focused on the Asian market, including significant operations in China and South Korea. Founded in Chicago, Illinois, in 2018, this company holds a prominent position in the logistics sector, delivering tailored ocean freight and airfreight solutions designed to meet the unique needs of its clientele transporting goods into the United States.

B. Business Operations

Lakeside Holding Ltd. specializes in customized cross-border logistical solutions that encompass a broad spectrum of services aimed at facilitating the efficient transport of goods. The primary operational segments include:

1. Cross-Border Ocean Freight Solutions
2. Cross-Border Airfreight Solutions

These services are designed to meet the specific requirements of customers and encompass several integrated components:

• Cross-Border Freight Consolidation and Forwarding Services: Acting as a licensed non-vessel operating common carrier (NVOCC) and indirect air carrier, the company provides freight consolidation and forwarding services, collaborating extensively with major global shipping carriers.
• Customs Clearance Services: Lakeside simplifies the intricate customs process by offering services that include the preparation and filing of documentation, duty calculations, and arrangement of necessary governmental inspections to ensure compliance with U.S. regulations.
• Warehousing and Distribution Services: With multiple regional centers in Illinois and Texas, Lakeside Holding boasts a substantial warehousing capacity, providing storage, fulfillment, transloading, palletizing, and packaging services to manage cross-border freight effectively.
• U.S. Domestic Ground Transportation Services: The company facilitates the transport of cross-border shipments to both businesses and residences across the United States, utilizing an extensive network of ground transportation providers.

A new business segment was added in late 2024 through the acquisition of Hupan Pharmaceutical, expanding the company's operations to include comprehensive pharmaceutical distribution and supply chain services within China.

C. Market Focus

The company primarily serves Asia- and U.S.-based logistics firms catering to large e-commerce platforms, social commerce platforms, and manufacturers. Lakeside's extensive understanding of both U.S. and Asian trading and logistics markets enables it to effectively navigate the complexities of cross-border supply chains.

As of June 30, 2025, Lakeside Holding has executed over 55,000 orders, amounting to an aggregate assessed value of $1.0 billion, demonstrating its significant reach across approximately 48 U.S. states.

D. Infrastructure

Lakeside operates three large regional warehousing and distribution centers in the U.S., strategically placed in Illinois and Texas. These facilities cover a total gross area of approximately 142,484 square feet and manage up to 3,000 cubic meters of freight daily. The centers are positioned near major transportation hubs, which enhances service efficiency and responsiveness.

In addition to its own operations, Lakeside maintains strong relations with over 150 warehouses and distribution terminals, allowing for a flexible approach to handling various logistical demands when freight requires additional storage or distribution services across different states.

E. Service Providers and Suppliers

A critical aspect of Lakeside's operational efficiency is its established network of service providers. This network includes various global freight carriers and domestic ground transportation providers. As of June 30, 2025, the company has collaborated with nearly all major global carriers, forwarding a considerable volume of cross-border shipments consisting of container loads and air cargo.

Lakeside emphasizes a rigorous qualification process for selecting service providers, prioritizing those with a proven track record of compliance and efficiency. This diligence in supplier management contributes to the quality of the services provided to customers.

F. Technology Infrastructure

To enhance its service offerings, Lakeside has developed the American Bear Logistics Data Tool Management Platform, a proprietary technology solution designed for scalability and operational efficiency. This cloud-based platform:

• Streamlines service operations
• Optimizes route-building and pricing
• Allows for automated, real-time fee quotes
• Facilitates comprehensive account management

Additionally, an intelligent warehousing system has been implemented across its regional centers to manage inventory efficiently, ensuring optimal stock levels and fulfilling customer orders without delays.

G. Competitive Landscape

The logistics market, particularly in the realm of cross-border supply solutions, is highly competitive and fragmented. Lakeside competes with numerous other providers, especially those targeting the Asian markets. Key competitive differentiators include:

• Tailored service offerings
• Established relationships with global carriers
• A robust technological framework enabling operational efficiencies

Despite these strengths, potential competitors may possess greater resources, brand recognition, or operational experience, leading to challenges in maintaining market share.

H. Sales and Marketing Strategy

Brand recognition plays a vital role in customer acquisition and retention for Lakeside. The company’s marketing initiatives include leveraging customer testimonials and referrals, as well as active participation in international trade fairs and industry conferences to enhance visibility and reach.

Customer relationships are nurtured through regular performances, such as key performance indicator evaluations, which help construct a cooperative environment for ongoing engagement and service enhancement.

I. Intellectual Property

To protect its proprietary technology and brand identity, Lakeside has adopted measures, including trademark registrations and confidentiality agreements. As of June 30, 2025, the key trademark "American Bear Logistics" is registered, solidifying the company's commitment to safeguarding its intellectual property.