Core Insights - J&T Express successfully held an investor open day in Bangkok, Thailand, attracting a record attendance of over 180 participants, indicating strong market interest in its Southeast Asia strategy and operational results [1] Group 1: Company Performance - J&T Express Thailand's CEO Winsome Huo highlighted that the company ranked first in Thailand's public market in terms of business volume for the first half of the year, and has received the highest service satisfaction rating for three consecutive years [2] - The company has achieved profitability in a competitive market, validating its business model in mature overseas markets [2] Group 2: Operational Excellence - J&T Express is the only courier company in Thailand with full automation coverage in all transfer centers, significantly enhancing efficiency and reducing costs [4] - The company has a peak daily processing capacity of over 5 million parcels at its largest sorting center, which recently underwent expansion [4] Group 3: Localization Strategy - J&T Express employs over 60,000 staff in Thailand, with only about 60 being non-Thai nationals, fostering a deep localization that reduces management costs and enhances community acceptance [6] Group 4: Cost Management - The company has maintained a cost reduction of over 10% per parcel for several years, optimizing costs faster than market price declines, ensuring sustained profitability [8] - J&T Express is expanding its business boundaries beyond e-commerce, launching services like "J&T Super" to attract high-end clients such as Apple and Adidas [8] Group 5: Future Growth Drivers - The company sees significant potential in Thailand's e-commerce penetration and per capita parcel volume, with plans to diversify its business structure [9] - J&T Express aims to leverage its successful experiences in Thailand to create long-term value for global customers and investors [10]
极兔(01519)泰国市占率第一，如何在“海外竞争最激烈市场”成就盈利样本？