后阿里时代，菜鸟加速全球揽客

Core Insights - The article highlights the growing demand for overseas warehouses as Chinese companies expand their brands internationally, with logistics efficiency becoming a critical competitive factor [3][4][11] - Cainiao, a logistics company backed by Alibaba, is positioning itself as a key player in this space, focusing on building a global logistics network to support cross-border e-commerce [3][11][12] Group 1: Logistics and Supply Chain - Cainiao has established its largest overseas self-operated warehouse in Southeast Asia, located near Kuala Lumpur, which is equipped with advanced technology and security measures [8][9] - The demand for overseas warehouses has surged, with Cainiao reporting a multiple increase in local business volume since the beginning of the year [2][3] - The overseas warehouse model significantly reduces logistics time, allowing for same-day or next-day delivery, compared to several days for cross-border direct mail [4][6] Group 2: Market Expansion and Strategy - Cainiao is rapidly expanding its overseas warehouse network, particularly in Malaysia, which is seen as a key market for Chinese companies going abroad [7][9] - The company operates over 40 overseas warehouses across 18 countries and regions, covering major markets in Europe, North America, and Asia-Pacific [6][11] - Cainiao's competitive advantages include a strong brand reputation from its domestic operations, strategic warehouse locations, and a well-established local team [10][12] Group 3: Future Outlook - The logistics industry is undergoing a transformation as companies like Cainiao aim to reshape global supply chain service standards, driven by the rise of cross-border e-commerce [3][11] - Cainiao's vision includes achieving "global 72-hour delivery" and expanding its market presence while enhancing its technological capabilities [11][13] - The company is expected to evolve into a more market-oriented global logistics giant over the next decade, leveraging its e-commerce and technology roots [14]