菜鸟有自己的新故事

Core Viewpoint - Cainiao has undergone significant adjustments over the past year, focusing on globalization, technology, and marketization as it enters its 3.0 era, aiming to enhance its international logistics and technological capabilities [3][8]. Group 1: Global Supply Chain and Logistics - Cainiao is committed to strengthening its supply chain in China while also replicating its advanced supply chain experience overseas, particularly through the operation of overseas warehouses [4]. - The company operates over 40 overseas warehouses across 18 countries and regions, providing comprehensive supply chain management solutions [4]. - In cross-border logistics, Cainiao has accelerated its global network, enhancing air freight routes to key markets in Europe, Latin America, and Southeast Asia [5]. Group 2: Strategic Partnerships and Service Upgrades - Cainiao has announced a long-term strategic partnership with Qatar Airways Cargo, doubling the frequency of cargo flights on key routes from China to Europe [5]. - The "Global Five-Day Delivery" cross-border express service has been upgraded, with plans to expand to six additional core countries by the end of the year, ensuring faster delivery times [5][6]. - Since its launch, the "Global Five-Day Delivery" service has improved its delivery time from 7 days to 5 days, achieving an average delivery success rate of over 95% [5]. Group 3: Growth in Logistics Technology - Cainiao's logistics technology business has seen significant growth, with overseas sales increasing by over 150% year-on-year [7]. - The company is transitioning from focusing solely on Alibaba's platform to becoming an open logistics service provider for all clients and platforms [7][8]. Group 4: Market Outlook - Despite short-term challenges in the global e-commerce landscape, the long-term outlook remains positive, with expectations of continued growth as e-commerce penetration increases [9]. - The demand for more reliable logistics solutions is driving a shift towards a combination of cross-border direct mail, overseas warehouses, and local delivery services [10].