晚上11点杭州的直播间里，主播们"3、2、1，上链接！"的声音热闹非凡。数千里之外，挂着露水的脐橙已经行驶在赣南山路上。12月是脐橙的上市旺季， 脐橙自然是直播间少不了的生鲜爆款。 离开枝头的一瞬，便是脐橙鲜度倒计时的开始。要让消费者尝到更快的"一口鲜"，极兔与赣南、秭归等各大脐橙产区数十万果农拉开一场"丰收保卫战"。 当直播成为"新农活" 极兔秭归网点负责人郑云波和团队正在为"甜蜜"的烦恼忙碌着。当前，脐橙产季已经进入爆发期，湖北秭归脐橙热度攀升。郑云波网点的日均揽收量接近2 万票左右，他预计，此次峰值能达到3至4万票，相比平季能增长8倍左右。 和过去不同的是，如今越来越多果农、企业为了拓展销路、迎合消费需求，纷纷尝试在产地直播带货。与郑云波网点合作的客户中，6成以上都是直播电 商。这些打包好的脐橙最终会发往广东、浙江、江苏等地。为此，郑云波额外储备了10台9米6卡车，增加了接近20人的揽收队伍。 极兔赣县网点负责人王建平自去年加入极兔，其所在区域的脐橙业务在江西当地市场排名第一。尽管王建平所处并非脐橙主产区，但网点的日发货量能达十 分可观的2万单。"今年业务量比去年翻了一番，主要得益于设备升级和产能提升。 ...

晚上11点杭州的直播间里，主播们"3、2、1，上链接！"的声音热闹非凡。数千里之外，挂着露水的脐 橙已经行驶在赣南山路上。12月是脐橙的上市旺季，脐橙自然是直播间少不了的生鲜爆款。 离开枝头的一瞬，便是脐橙鲜度倒计时的开始。要让消费者尝到更快的"一口鲜"，极兔与赣南、秭归等 各大脐橙产区数十万果农拉开一场"丰收保卫战"。 当直播成为"新农活" 极兔秭归网点负责人郑云波和团队正在为"甜蜜"的烦恼忙碌着。当前，脐橙产季已经进入爆发期，湖北 秭归脐橙热度攀升。郑云波网点的日均揽收量接近2万票左右，他预计，此次峰值能达到3至4万票，相 比平季能增长8倍左右。 和过去不同的是，如今越来越多果农、企业为了拓展销路、迎合消费需求，纷纷尝试在产地直播带货。 与郑云波网点合作的客户中，6成以上都是直播电商。这些打包好的脐橙最终会发往广东、浙江、江苏 等地。为此，郑云波额外储备了10台9米6卡车，增加了接近20人的揽收队伍。 流量是玄学，但物流是科学。为了保证商家物流的确定性，郑云波今年增加了近60个村级揽收站点，深 入田间地头和老百姓家门口进行脐橙揽收，当天揽收的脐橙当天发往转运中心，当天中转出省。 "针对当前直播电商爆单特别 ...

Core Points - Jitu Express signed a strategic cooperation agreement with the 20th Xuanzang Road Gobi Challenge (G20) to become the official logistics partner for the event [1][3] - The partnership aims to leverage Jitu's extensive logistics network and intelligent management system to ensure efficient logistics support in extreme environments [1][5] Group 1: Event Overview - The G20 event is scheduled to take place from September 28 to October 4, 2025, in Dunhuang and Guazhou, Gansu, with 5,000 participants trekking 121 kilometers across the Gobi Desert [3] - The event emphasizes the spirit of "ideal, action, persistence, and transcendence," and presents significant logistical challenges due to harsh natural conditions [3][5] Group 2: Logistics Support - Jitu Express will deploy logistics resources in advance to transport tents, medical equipment, and other supplies across regions [3][6] - During the event, Jitu will utilize its intelligent management system for real-time monitoring and employ unmanned vehicles for precise delivery of supplies to various checkpoints [3][6] - A 24-hour emergency response team will be established to address extreme weather and unexpected demands [3][6] Group 3: Company Background and Capabilities - Jitu Express has been operational in China since 2020, focusing on rural logistics and has established a network covering 230,000 administrative villages with over 99% coverage in counties [5][6] - The company has built over 7,000 collection points in Xinjiang and implemented a centralized shipping model to reduce logistics costs [6] - Jitu has invested in infrastructure, with 83 transit centers and over 5,900 vehicles, ensuring a robust logistics system capable of meeting the high standards required for the G20 event [6][8]

Core Points - Jitu Express has signed a strategic cooperation agreement with the 20th Xuanzang Road Gobi Challenge (G20), becoming the official logistics partner for the event [1][3] - The partnership aims to leverage Jitu's extensive logistics network and intelligent management system to ensure efficient logistics support in extreme environments [1][5] Group 1: Event Overview - The G20 event is scheduled to take place from September 28 to October 4, 2025, in Dunhuang and Guazhou, Gansu, with 5,000 participants trekking 121 kilometers through the Gobi Desert [3] - The event emphasizes the spirit of "ideal, action, persistence, and transcendence," and presents significant logistical challenges due to harsh natural conditions [3] Group 2: Logistics Support - Jitu Express will deploy logistics resources in advance to transport tents, medical equipment, and other supplies across regions, ensuring timely delivery during the event [3][6] - The company will utilize an intelligent management system to monitor logistics in real-time and employ unmanned vehicles for precise delivery to various checkpoints [3][6] Group 3: Company Background and Capabilities - Since entering the Chinese market in 2020, Jitu Express has focused on rural logistics, achieving coverage in 230,000 administrative villages and over 99% in county areas by the end of 2024 [5][6] - The company has established over 7,000 collection points in Xinjiang and implemented a centralized shipping model to reduce logistics costs, enabling "free shipping" in the region [6] - Jitu has invested in infrastructure, with 83 transit centers and over 5,900 vehicles, ensuring a robust logistics network capable of meeting the high standards required for the G20 event [6]

Core Insights - The company reported impressive mid-year results for 2025, with total revenue reaching $5.5 billion, a year-on-year increase of 13.1%, and net profit soaring by 186.6% to $88.9 million [1] - Adjusted EBITDA also grew by 24.2% to $440 million, indicating a significant enhancement in overall profitability [1] Southeast Asia Market - The Southeast Asia market, as the company's core business area, saw a substantial package volume increase of 57.9% to 3.23 billion pieces, with market share rising by 5.4 percentage points to 32.8%, maintaining the industry leader position for six consecutive years [2] - The company achieved a 16.7% reduction in single-package costs through effective resource integration and scale efficiency, leading to a 74.0% increase in adjusted EBIT to $230 million, making it a key profit source [2] China Market - In the Chinese market, despite facing pricing pressures, the company managed to reduce single-package costs by 10.3%, effectively countering the decline in single-package revenue [3] - Revenue in China reached approximately $3.14 billion, a 4.6% year-on-year growth, with adjusted EBITDA at $160 million; package volume increased by 20% to 10.6 billion pieces, raising market share to 11.1% [3] - The company is actively improving its customer structure by targeting high-quality clients, exemplified by its partnership with the "Gobi Challenge" event, enhancing brand influence and customer base [3] New Markets - The new market segment experienced a pivotal turning point, with revenue growing by 24.3% to $360 million and adjusted EBITDA turning profitable at $1.57 million, indicating a shift to sustainable growth [5] - Package volume in new markets, including Saudi Arabia, UAE, Mexico, Brazil, and Egypt, increased by 21.7% to 17 million pieces, with collaborations with major e-commerce platforms enhancing market penetration [5] Overall Performance - The company's mid-year performance reflects strong growth across all segments, with a solidified leading position in Southeast Asia, resilience in the competitive Chinese market, and a profitable turnaround in new markets [5] - Several brokerages have expressed optimistic forecasts for the company's future, highlighting its competitive advantages and potential for significant growth in the Southeast Asian express delivery market [6]

Core Viewpoint - The "618" e-commerce promotion, known as the "longest ever," has concluded with a significant increase in express delivery efficiency and volume, driven by thorough preparation and extended duration [1][3]. Group 1: Industry Performance - The express delivery industry handled over 5.5 billion packages daily during the "618" period, reflecting a stable consumer delivery experience [1]. - In May, the express delivery volume reached 17.32 billion packages, marking a year-on-year growth of 17.2% [3]. - The express delivery sector is experiencing rapid growth, fueled by vibrant consumer demand, which in turn enhances the overall economy [3][6]. Group 2: Innovations and Technology - The integration of cold chain technology by companies like SF Express has improved the transportation of seasonal fruits, ensuring freshness from farm to table [3]. - The use of unmanned vehicles and AI technology has increased efficiency in the delivery process, with over 1,000 unmanned vehicles operating across more than 250 locations [5]. - Companies are optimizing resource allocation and dynamically adjusting routes to manage increased business volume effectively [5]. Group 3: Agricultural Impact - The express delivery network has facilitated the distribution of fresh agricultural products, such as lychees and cherries, directly from farms to consumers, reducing spoilage rates significantly [3][6]. - Companies like Zhongtong Express have established dedicated transport lines for agricultural products, enhancing the sales channels for local farmers [3]. Group 4: Future Outlook - Experts emphasize the importance of the express delivery economy in enhancing consumption demand and improving the efficiency and competitiveness of the real economy [6]. - There is a call for continued investment in rural logistics and cold chain networks to strengthen agricultural supply chains and promote integrated service capabilities [6].

Core Insights - The "618" e-commerce promotion, known as the longest in history, has concluded with a stable delivery experience due to thorough preparation and an extended duration [1] - The express delivery industry has seen a significant increase in business volume, with a daily average exceeding 550 million packages during the promotion period [1] - The rapid growth in express delivery volume is driven by consumer market vitality, which in turn enhances the logistics economy [1][2] Express Delivery Industry Performance - The express delivery business volume reached 173.2 billion packages in May, marking a year-on-year growth of 17.2% [1] - Major express companies have improved their operations across collection, transportation, and sorting, leading to a more stable consumer delivery experience [1] - The integration of cold chain technology has facilitated the transportation of seasonal fruits, such as cherries and lychees, ensuring freshness [1][2] Technological Advancements - The express delivery sector has experienced significant technological upgrades, particularly in the last-mile delivery segment, making this year's "618" the most technologically advanced in history [2] - The deployment of unmanned vehicles and AI has optimized resource allocation and route adjustments, allowing companies to handle increased business volumes efficiently [2] - Over 1,000 unmanned vehicles are now operational across more than 250 locations, covering over 180 cities nationwide [2] Economic Impact - The efficient operation of the express delivery system has integrated various flows, including logistics, finance, commerce, and information, becoming a crucial link between industries and regions [3] - The express delivery economy plays a significant role in optimizing industrial structures and facilitating economic operations [3] - Future developments should focus on enhancing rural logistics services and cold chain networks to improve agricultural supply chain integration [3]