近日，正值年终消费旺季，跨境物流迎来行业高峰。菜鸟积极应战，以超千架飞机投入、仓网扩容、 AI智能技术加持等方式高效承接商流。 菜鸟集团副总裁、跨境物流事业部总经理熊伟认为，菜鸟有如此积极的增长面，既关乎平台与卖家的自 身韧性，也是菜鸟持续深耕跨境赛道后能力的集中显现。他指出，跨境电商正从"中国到全球"向"全球 到全球"趋势演变。 菜鸟的触手还在加速延伸。据了解，菜鸟的"全球五日达"产品将在年底覆盖越南、匈牙利、新加坡等6 大欧亚国家，而非洲跨境小包专线会扩展至南非和埃及。 全球多地市场显现惊人增长力。菜鸟跨境物流数据显示，欧洲、北美、南美、中东和东南亚等市场的旺 季峰值发货单量，环比日均单量均实现三位数增长。在英国，菜鸟"全球五日达"快线产品已成为时效标 杆。整体来看，欧洲、东南亚、拉美、美国等市场业务表现亮眼。 为何菜鸟的仓网能在全球市场势如破竹？近日，熊伟接受了北京商报的采访，他进一步揭露了今年跨境 行业的主要变化，菜鸟的全球布局策略以及AI技术带来的效率赋能。 "全球到全球" 北京商报：今年"双11"以及跨境物流方面呈现出了哪些新特点？挑战在哪？ 熊伟：首先，整个跨境区域分布呈现出多元化和多样化，越来 ...

Core Viewpoint - The logistics industry in China is evolving from a "China to Global" model to a "Global to Global" model, indicating a shift in supply chain strategies and new opportunities for Chinese logistics companies [1][3]. Group 1: Global Expansion and Opportunities - Cainiao has been actively expanding its global logistics network, recently launching a cross-border logistics network among six Gulf countries, enabling package delivery within three days [2]. - The company has upgraded its European G2G cross-border logistics solution, supporting e-commerce express delivery across 35 European countries, achieving a "Pan-European 3-day delivery" service [1]. - The logistics services are increasingly focused on providing high cost-performance logistics experiences for local e-commerce platforms and cross-border sellers [1][2]. Group 2: Competitive Landscape - The logistics industry is witnessing a transformation where logistics costs from Spain to France can exceed those from China to France, presenting new opportunities for cost-effective logistics solutions [6]. - Cainiao's logistics network is positioned to serve not only Chinese supply chains but also global goods circulation, competing with global logistics giants [4][6]. - The company emphasizes the importance of a comprehensive logistics network as a foundational competitive advantage, which requires a continuous flow of goods [4][6]. Group 3: Evolution of Cainiao - Cainiao has undergone three significant transformations: from a capability platform supporting Alibaba's e-commerce, to a public logistics service provider, and now to a global logistics service provider [8][9]. - The current phase (3.0) emphasizes globalization and market-oriented strategies, with over half of Cainiao's business now coming from global operations [10]. - The company plans to invest in new technologies such as AI and automation while maintaining a focus on key logistics nodes both domestically and internationally [10]. Group 4: Customer Segmentation and Service Strategy - Cainiao's customer base is diverse, ranging from large e-commerce platforms to small sellers, requiring tailored service strategies for different customer segments [11]. - For major clients, the company aims to establish long-term partnerships with customized solutions, while for smaller sellers, it employs a combination of online and offline regional sales strategies [11].

Core Insights - The logistics industry in China is evolving from a "China to Global" model to a "Global to Global" model, indicating a shift in supply chain strategies for many companies [1][3] - Cainiao is actively expanding its global logistics network, recently enhancing its cross-border logistics solutions in Europe and the Middle East, which supports e-commerce delivery across multiple countries [2][4] - The competitive landscape is changing, with logistics costs from Europe sometimes exceeding those from China, presenting new opportunities for Chinese logistics companies [5][6] Group 1: Global Expansion and Strategy - Cainiao's recent upgrades to its logistics solutions allow for "Pan-European 3-day delivery," covering 99% of European countries and providing cost-effective options for local e-commerce platforms [2] - The establishment of a cross-border logistics network in the Gulf Cooperation Council (GCC) countries enables faster delivery and reduced costs for local and cross-border e-commerce [2][4] - The logistics capabilities developed in China are being replicated in overseas markets, enhancing efficiency in regional supply chains [3][6] Group 2: Competitive Advantages - Cainiao's logistics services are designed to be cost-effective, with products like "5 USD for 10-day delivery" and "10 USD for 5-day delivery" gaining significant market share [6][10] - The company emphasizes a comprehensive solution combining cross-border logistics, overseas warehouses, and local delivery, which enhances user experience and operational efficiency [7] - Cainiao's long-term strategy focuses on building a robust global network, allowing it to compete effectively in various international markets [7][10] Group 3: Evolution of Services - Cainiao has transitioned through multiple phases, from a technology-driven platform to a public logistics service provider, and now to a global logistics player [8][9] - The current phase emphasizes globalization and market diversification, with over half of Cainiao's business now coming from international operations [10] - The company is adapting its service offerings based on customer size, providing tailored solutions for large e-commerce platforms while also catering to small and medium-sized sellers [10]