菜鸟高级副总裁熊伟：从“全球到全球”的服务能力，正在给中国物流行业带来新的机会

Core Viewpoint - The logistics industry in China is evolving from a "China to Global" model to a "Global to Global" model, indicating a shift in supply chain strategies and new opportunities for Chinese logistics companies [1][3]. Group 1: Global Expansion and Opportunities - Cainiao has been actively expanding its global logistics network, recently launching a cross-border logistics network among six Gulf countries, enabling package delivery within three days [2]. - The company has upgraded its European G2G cross-border logistics solution, supporting e-commerce express delivery across 35 European countries, achieving a "Pan-European 3-day delivery" service [1]. - The logistics services are increasingly focused on providing high cost-performance logistics experiences for local e-commerce platforms and cross-border sellers [1][2]. Group 2: Competitive Landscape - The logistics industry is witnessing a transformation where logistics costs from Spain to France can exceed those from China to France, presenting new opportunities for cost-effective logistics solutions [6]. - Cainiao's logistics network is positioned to serve not only Chinese supply chains but also global goods circulation, competing with global logistics giants [4][6]. - The company emphasizes the importance of a comprehensive logistics network as a foundational competitive advantage, which requires a continuous flow of goods [4][6]. Group 3: Evolution of Cainiao - Cainiao has undergone three significant transformations: from a capability platform supporting Alibaba's e-commerce, to a public logistics service provider, and now to a global logistics service provider [8][9]. - The current phase (3.0) emphasizes globalization and market-oriented strategies, with over half of Cainiao's business now coming from global operations [10]. - The company plans to invest in new technologies such as AI and automation while maintaining a focus on key logistics nodes both domestically and internationally [10]. Group 4: Customer Segmentation and Service Strategy - Cainiao's customer base is diverse, ranging from large e-commerce platforms to small sellers, requiring tailored service strategies for different customer segments [11]. - For major clients, the company aims to establish long-term partnerships with customized solutions, while for smaller sellers, it employs a combination of online and offline regional sales strategies [11].