Core Insights - J&T Express has rapidly expanded its logistics network across 13 countries since its establishment in 2015, demonstrating a unique path to globalization [1][2] - The company has achieved significant growth in Southeast Asia, with a total package volume of nearly 2 billion in Q3 2025, marking a 78.7% year-on-year increase [1] - J&T Express has successfully penetrated the competitive Chinese market, surpassing 12 billion packages in 2022, breaking the myth that foreign entrants struggle to survive [2] Group 1 - J&T Express established a strong presence in Indonesia by building 82 transit centers to ensure next-day delivery across remote islands, capitalizing on the region's logistics challenges [1] - The company adopted a strategy of subsidizing franchisees to rapidly expand its market share in China, leveraging the boom in e-commerce and lower-tier markets [2] - In 2024, J&T Express achieved overall profitability globally, marking a significant milestone in its business model maturity despite facing challenges in new markets [2] Group 2 - Guangdong has become a core hub for J&T Express's cross-border logistics, providing abundant supply sources and benefiting from its proximity to major ports [3] - The company has built cross-border collection warehouses in cities like Dongguan and Foshan, reducing logistics costs by 20% for inland enterprises [3] - J&T Express's future strategy involves balancing localization with expansion, optimizing efficiency and service in the face of ongoing global logistics competition [3]
“奔跑的兔子”：极兔速递的全球化物流进阶记