菜鸟CEO万霖：长期看好电商发展，持续聚焦国际物流和科技

Core Viewpoint - The article emphasizes the strategic focus of Cainiao Group on four key areas: global supply chain, cross-border logistics, local express delivery overseas, and logistics technology, aiming to enhance service for global customers [4][5]. Group 1: Global Supply Chain and Cross-Border Logistics - Cainiao is strengthening its Chinese supply chain while replicating advanced supply chain experiences overseas to upgrade operational standards and support both Chinese and international brands [4]. - The company is enhancing its global network in cross-border logistics, adding new routes to key markets in Europe, Latin America, and Southeast Asia, with the "Global 5-Day Delivery" service now covering six additional countries [4][5]. Group 2: Local Express Delivery and Logistics Technology - In local express delivery, Cainiao is expanding its services in nine key markets, achieving over 200% growth in external orders since April [5]. - The logistics technology products are rapidly expanding globally, with over 800 cooperation projects and services for 26 Fortune 500 companies, leveraging automation and digital solutions [5]. Group 3: Market Trends and Future Outlook - Despite short-term challenges in the global e-commerce sector, long-term growth is expected as e-commerce penetration increases and business models evolve [5]. - The logistics demand is shifting towards a combination model of "cross-border direct mail + overseas warehouses + local delivery," favoring logistics companies with a robust global network and reliable service capabilities [5].