极兔如何在“海外竞争最激烈市场”成就领跑样本？

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 achievements [1] - The company has achieved significant success in Thailand by focusing on service quality, scale, efficiency, and cost, integrating innovations from its experience in China [1] Group 1: Operational Achievements - J&T Express is the only express delivery company in Thailand to fully automate all its transfer centers, with the SPK sorting center being the largest, capable of processing over 5 million packages per day [1] - The company plans to upgrade its end-point automation capabilities across Thailand by 2026, which is expected to significantly enhance efficiency and reduce costs [1] Group 2: Business Expansion - J&T Express is diversifying its revenue structure beyond e-commerce, launching the "J&TSuper" service targeting high-end business clients, successfully attracting major companies like Apple, CP Group, 711, and Adidas [2] - The company has established a 70,000 square meter overseas warehouse network in Bangkok, with daily processing capabilities of over 200,000 orders for ToC and over 4,000 cubic meters for ToB, enhancing its role as a key link between Chinese supply chains and the Thai consumer market [2] Group 3: Market Potential - Investors expressed interest in the long-term market dynamics in Thailand, with management highlighting the high capital barriers and lengthy construction periods for new entrants, indicating a sustainable competitive advantage for J&T Express [2] - The Thai e-commerce market is still in a high growth phase, with significant potential for increased penetration and package volume, positioning J&T Express to capitalize on market expansion and structural upgrades [3]