Venture(US:VEMLY) Sou Hu Cai Jing·2025-09-14 02:21Core Viewpoint - The article discusses the strategic transformation of Cainiao, Alibaba's logistics arm, emphasizing its shift towards becoming a global logistics service provider while maintaining a focus on international logistics and technology [3][4][5]. Group 1: Strategic Shift - Cainiao is transitioning from being primarily a service provider for Alibaba's ecosystem to serving all clients and platforms as an independent logistics service provider [5][7]. - The company aims to focus on four core areas: global supply chain, cross-border logistics, local delivery, and logistics technology [7][8]. Group 2: International Expansion - Cainiao is expanding its international business beyond cross-border direct shipping to include overseas warehouses and localized services, enhancing its business model's resilience [8][9]. - The "Global 5-Day Delivery" service is set to expand to six new countries, allowing for faster delivery times to Europe [8]. Group 3: Domestic Market Focus - Despite the international focus, Cainiao will continue to strengthen its domestic supply chain capabilities, leveraging its experience to support Chinese brands in global markets [10][11]. - The company has introduced logistics products for small and medium-sized enterprises, enhancing its domestic service offerings [10]. Group 4: Financial Performance - For the fiscal year ending March 31, 2025, Cainiao's revenue is projected to exceed 100 billion yuan, reaching 101.27 billion yuan [5]. Group 5: Employee Engagement - Cainiao has issued a "double year-end bonus" to employees as part of its incentive plan, aimed at stabilizing the team following the withdrawal of its IPO application [12].