Core Insights - Cainiao's global overseas warehouse order volume is projected to grow by 32% year-on-year by 2025, outpacing industry growth rates [1] - The increase in orders is driven by the accelerated international expansion of Chinese brands such as Tineco, XGIMI, and Ailike, which are gaining popularity in overseas markets [1] - The shift from "product output" to "technology and brand output" is evident, with high-tech product exports expected to reach 5.25 trillion yuan, growing by 13.2% [1] Group 1 - Cainiao's overseas warehouses are becoming a logistics infrastructure for "Chinese manufacturing" going global, with a growing share of smart products in addition to traditional apparel and accessories [1] - The company is expanding its global smart warehouse network and integrated solutions to facilitate easy inventory management for overseas merchants and brands [1][2] - Cainiao's fulfillment system has been refined through years of experience during major sales events, enabling merchants to effectively handle overseas promotions [2] Group 2 - Leading smart cleaning appliance brand Tineco and projector brand XGIMI have achieved triple-digit growth in order volume, while several leading 3D printer brands like Ailike have seen double-digit growth [2] - Cainiao has introduced customized warehousing and distribution services, allowing for local shipping and rapid delivery through smart sales forecasting [2] - The company plans to activate over 10 new warehouses globally by 2025 and increase investments in automation technologies to enhance order processing capabilities and efficiency [2][3] Group 3 - Cainiao operates over 40 overseas warehouses across 18 countries and regions in Europe, North America, and Asia-Pacific, providing end-to-end supply chain management solutions [3] - The company supports various industries, including automotive parts, home goods, appliances, and furniture, in accelerating their international expansion [3]
菜鸟海外仓看“中国智造”出海 3D打印机、投影仪和智能吸尘器持续海外走红
Zheng Quan Shi Bao Wang·2026-01-19 09:17