Core Insights - The annual "Double 11" shopping festival has set a record for the longest promotional period, lasting a month, with platforms focusing on simplified rules and instant retail as a key growth area [1] Industry Overview - The third-party delivery sector is positioned as a core infrastructure for instant retail, facing new challenges and opportunities as companies prepare for "Double 11" [2] - SF Express has deployed over 800 unmanned vehicles in more than 100 cities to support last-mile delivery, highlighting the importance of logistics in conversion during the promotional period [2] Company Strategies - SF Express has established deep partnerships with major brands like McDonald's, KFC, Starbucks, and Sam's Club, providing a one-stop solution for multi-platform delivery [3] - The company leverages a "front warehouse/store + same-city delivery" model to enhance supply chain efficiency for e-commerce brands, collaborating with tech giants like Xiaomi and Huawei [3] Market Dynamics - The demand for instant delivery services has surged, with significant order increases reported on platforms like Taobao, indicating a shift in consumer expectations [2] - The competition has evolved from merely speed to a focus on differentiated customer experiences, with varying requirements across different product categories and platforms [4] Future Outlook - As instant retail becomes a critical battleground for "Double 11," the value of third-party delivery infrastructure is expected to grow, driven by the need for customized solutions across multiple platforms and scenarios [4]