BABA(US:BABA) Nan Fang Du Shi Bao·2025-06-23 08:59Group 1 - Cainiao has established a cross-border logistics network for parcel delivery among the six Gulf Cooperation Council (GCC) countries, enabling delivery within as fast as 3 days [1][2] - The GCC region, which includes the UAE, Oman, Bahrain, Qatar, Kuwait, and Saudi Arabia, is one of the most economically active areas globally, with over 50% of young consumers aged 18-24 opting for online shopping [2][3] - The logistics costs for cross-border e-commerce sellers in the Middle East can account for 20% to 30% of total order value, significantly higher than domestic costs [2][3] Group 2 - Cainiao's G2G logistics service offers customized logistics solutions for local and cross-border e-commerce, utilizing a combination of air and land transport to reduce costs [3] - The company has reported a 2% year-on-year revenue growth in international logistics, reaching 101.27 billion yuan for the fiscal year 2025 [3] - Other Chinese logistics companies, such as JD Logistics and SF Express, are also expanding their presence in the Middle East, indicating a competitive landscape for logistics services in the region [4]