3.62 亿元！申通快递接盘，菜鸟为什么卖掉丹鸟物流？

Group 1 - Shentong Express announced the acquisition of 100% equity in Zhejiang Daniao Logistics for 362 million yuan, indicating a strategic shift towards "quality express delivery" [1] - Daniao Logistics, a subsidiary of Cainiao Group, has been operating the Cainiao Express service, which offers same-day and next-morning delivery services [1] - The acquisition reflects Shentong's ambition to enhance service quality and optimize product structure amid increasing competition in the express delivery market [4] Group 2 - Daniao Logistics reported a net loss of 230 million yuan from January to April 2025, following a profitable year in 2024, highlighting challenges in achieving scale and profitability [2] - The losses are attributed to the short operational period, high initial costs, and external factors such as seasonal industry downturns and price declines [2] - Cainiao Group is shifting focus from domestic self-operated express services to international logistics and technology, aiming to strengthen its position in higher-margin global supply chain segments [4] Group 3 - The acquisition allows for resource integration between Shentong and Daniao, aiming to optimize costs and enhance collaborative value post-transaction [4] - Following the announcement, Shentong's stock price rose by 10.03%, while Alibaba's stock experienced a decline of 1.08% [4]