1月9日，观察者网从菜鸟方面获悉，菜鸟全球物流网络迎来全新突破：上线美洲G2G(国家间)跨境物流 服务，建立了美洲区域互发包裹的跨境物流网络。产品首期开通美国至墨西哥的跨境物流服务，覆盖美 西最活跃的电商区域及墨西哥99%地区。 据悉，在一众中国出海企业中，菜鸟是首家实现在亚洲、欧洲、美洲三大洲提供G2G服务的全球性物流 公司。 "与行业内普遍采用全程外包模式不同，菜鸟在美国和墨西哥均有本地自营网络，"菜鸟美洲G2G业务负 责人表示，"这意味着我们掌握了关键物流节点的分拣、转运和末端派送能力，全程更加高效、透明、 可控，这也赋予了该产品'比快递便宜，比邮局快'的优势。" 数据显示，目前，菜鸟全球跨境物流网络已覆盖200多个国家和地区，并建成18个海外分拨中心。菜鸟 跨境物流提供五日达、十日达、清派分段及全链路定制化服务等产品，其中，"全球五日达"产品已覆盖 欧亚14国。除美洲G2G产品外，菜鸟G2G"三日达"服务还已覆盖欧洲和中东地区。 本文系观察者网独家稿件，未经授权，不得转载。 菜鸟美-墨G2G跨境专线以"轻成本、高确定性"为核心产品定位，平均价格比行业均价低40%，其中0- 2.5公斤区间价格在市场中具 ...

Core Insights - The article highlights the significant growth in cross-border logistics during the year-end consumption peak, with Cainiao actively responding through extensive investments in aircraft, warehouse expansion, and AI technology [1] - There is a notable shift in cross-border e-commerce from "China to global" to "global to global," indicating a broader market focus for Chinese sellers [2] Group 1: Market Performance - Cainiao's cross-border logistics data shows that markets in Europe, North America, South America, the Middle East, and Southeast Asia experienced a three-digit percentage increase in peak shipping volumes compared to average daily volumes [1] - The "Global Five-Day Delivery" service has become a benchmark for efficiency in the UK, with strong performance noted across Europe, Southeast Asia, Latin America, and the US [1] Group 2: Industry Trends - The cross-border logistics landscape is diversifying, with more platforms and sellers targeting a wider range of global markets rather than just developed ones [2] - There is an increasing trend towards stricter compliance requirements, leading to a rise in industry quality and concentration, as logistics providers focus on branding and scaling [2] Group 3: Consumer Trends - Due to uncertainties in US policies, sellers and platforms are increasing their business volumes in regions like Latin America, Southeast Asia, and the Middle East, which are growing faster than the US and Europe [3] - There is a notable upgrade in product categories, with higher acceptance of advanced products like 3D printers and smart home devices, alongside a trend towards higher-value transactions [3] Group 4: Global Network Strategy - Cainiao is deepening its service capabilities in key countries, focusing on strong control over the entire logistics chain in regions like Europe, North America, and Southeast Asia [4] - The company has established self-operated customs clearance capabilities in several Latin American markets, with plans to enhance services in countries like Uruguay and Venezuela [5] Group 5: AI Technology Integration - AI is being utilized for operational monitoring and automation, improving efficiency in cargo loading and logistics processes [6] - The integration of advanced AI models enhances the company's ability to apply intelligent solutions across various logistics scenarios, benefiting both consumers and sellers [6] Group 6: Impact on Seller Performance - Improved logistics efficiency positively influences seller conversion rates and repeat purchases, with significant impacts observed when delivery times are reduced [7] - The "Five-Day Delivery" service has expanded to 14 countries, with a notable increase in service quality and business growth potential for sellers [7]

Core Insights - The article highlights the significant growth in cross-border logistics and e-commerce during the "Black Friday" and "Cyber Monday" shopping events, with a projected 8.3% increase in online sales to reach $11.7 billion by 2025 [1] - Consumer behavior indicates a strong preference for logistics services, with 82% of "Black Friday" shoppers stating they would abandon their cart if their preferred delivery option was unavailable [1] - Companies like Cainiao and JD Logistics have demonstrated robust supply chain capabilities, achieving high order fulfillment rates even during peak periods [4] Group 1: Market Trends - Southeast Asian consumers prefer blind box toys, 3C electronic accessories, and bags, while African markets favor domestic gaming hardware and home goods [2] - European consumers are driven by the Christmas season, with smart home products, holiday decorations, and daily consumer goods being top sellers [2] - Cainiao's Asia-Pacific overseas warehouse inventory exceeded 5 million items in October, with significant growth in Vietnam (40% increase) and Australia (57% increase) [2] Group 2: Logistics Performance - Cainiao's logistics solutions include customized services for different e-commerce platforms, ensuring real-time order information synchronization and efficient delivery [3] - JD Logistics maintained an impressive over 99.9% order fulfillment rate during peak periods, with automated warehouses achieving 100% timely delivery [4] - J&T Express in Brazil experienced a nearly 40% increase in non-platform customer orders and an 80% increase compared to the third quarter, showcasing strong growth in emerging markets [5] Group 3: Competitive Landscape - The logistics competition during the "Black Friday" season reflects global consumer vitality and serves as a test of the core competencies of cross-border logistics companies [5] - Companies are increasingly focusing on multi-point business layouts to enhance their competitive edge in the logistics sector [2][3]

Core Insights - The global cross-border logistics sector is experiencing a peak in transportation as the year-end busy season concludes, with significant growth in order volumes during the Black Friday and Cyber Monday promotions [1] Group 1: Market Performance - During the Black Friday and Cyber Monday promotions, Cainiao saw a substantial increase in order volumes across key overseas markets, with a month-on-month growth reaching triple digits [1] - In the European market, leveraging services like "Global Five-Day Delivery," Cainiao's 11 cross-border express lines reported increased shipment volumes, particularly notable in the UK, Netherlands, and Sweden [1] Group 2: Product Categories - Different regional markets exhibit varied purchasing trends, with Southeast Asia focusing on blind box toys, 3C electronic accessories, and bags, while Africa shows high demand for domestic gaming hardware and home goods [1] - In Europe, the Christmas season has driven sales in smart home devices, holiday decorations, and daily necessities [1] Group 3: Service Expansion - Cainiao has maintained stable delivery times in existing service areas while launching new cross-border small package routes covering eight African countries during the Black Friday period, with plans to expand to South Africa and Egypt by the end of December [1] - A cross-border seller focusing on the European and American markets reported a noticeable increase in order volumes compared to the previous year, with stable logistics times enhancing user experience and merchant operations [1][2]

Core Insights - The global cross-border logistics sector is experiencing a peak in transportation as the year-end busy season concludes, with significant growth in order volumes during the Black Friday and Cyber Monday promotions [1] - Cainiao has reported a substantial increase in order volumes across key overseas markets, with a triple-digit percentage growth compared to daily averages [1] Group 1: Market Performance - In the European market, Cainiao's 11 cross-border express lines have seen an increase in shipment volumes, with the UK maintaining a delivery time of within five natural days, leading in local timeliness [1] - The Netherlands and Sweden have shown particularly notable growth in order volumes among the European express lines [1] - Different regional markets exhibit varied purchasing trends, with Southeast Asia focusing on blind box toys, 3C electronic accessories, and bags, while Africa shows high demand for domestic gaming hardware and home goods [1] Group 2: Service Expansion - During the Black Friday period, Cainiao launched a new cross-border small package line covering eight African countries, with plans to expand to South Africa and Egypt by the end of December [1] - The company aims to maintain stable service area timeliness while enhancing its logistics capabilities through technological investments and a global supply chain network [2] - Cainiao offers various logistics services, including "Global Five-Day Delivery," "G2G Core Area Three-Day Delivery," and "Overseas Warehouse Next-Day Delivery," to ensure consumer experience remains unaffected during peak shopping seasons [2]

Core Insights - The company has launched a cross-border logistics service in Africa, enhancing its global logistics network to provide cost-effective and timely solutions for Chinese cross-border e-commerce [1] Group 1: Service Launch - The new African cross-border small package service covers eight countries, including Morocco, Ghana, and Nigeria, with plans to expand to South Africa and Egypt by the end of December [1] - The service emphasizes "stable fulfillment and high cost-performance," with a 10% price reduction compared to similar market products in Morocco [1] Group 2: Operational Efficiency - The company has improved logistics efficiency by enhancing route guarantees and customs clearance processes, achieving leading industry standards in cross-border logistics timeliness [1] - A specialized customs clearance team can handle over 98% of complex customs scenarios, ensuring successful delivery to African consumers [1] Group 3: Market Demand and Strategy - There is a strong demand for "Made in China" products in the African market, but weak logistics infrastructure has hindered trade development [1] - The company aims to provide competitive pricing and reliable fulfillment capabilities to address core pain points in cross-border logistics [1] Group 4: Seasonal Preparedness - During the year-end shopping season, the company is prepared to tackle global logistics peaks, leveraging its international logistics and technological capabilities [1] - The company has secured fixed capacity for China-Latin America routes, focusing on Mexico, Brazil, Colombia, Chile, and Argentina to maintain service quality during peak periods [1]

Core Insights - Cainiao officially announced its global logistics guarantee plan for the 2025 year-end promotion, offering services such as "Global Five-Day Delivery," "G2G Core Area Three-Day Delivery," "Overseas Warehouse Next-Day Delivery," and "Double 11 Domestic Pre-sale Minute-Level Delivery" [1] Group 1 - Cainiao's overseas local express network is entering a "peak season operation" mode, with increased investments in key markets such as Spain, France, the United States, and Mexico [1] - In Spain, Cainiao has achieved full coverage of the Iberian Peninsula and the Canary Islands [1] Group 2 - For the domestic market, Cainiao's "Pre-sale Express Delivery" for this year's Double 11 has been fully upgraded, allowing consumers in nine major cities, including Beijing, Shanghai, and Guangzhou, to receive their orders in as fast as 30 minutes [1]

Core Insights - The company, Cainiao, has officially announced its global logistics guarantee plan for the 2025 year-end promotion, focusing on the dual explosion of international logistics and advanced technology to tackle peak logistics demands worldwide [1][2] - Cainiao aims to provide extreme logistics experiences such as "Global Five-Day Delivery," "G2G Core Area Three-Day Delivery," "Overseas Warehouse Next-Day Delivery," and "Double 11 Domestic Pre-sale Minute-Level Delivery" [1] Group 1 - Cainiao has built a world-class logistics network centered on cross-border logistics, global supply chains, and overseas local express delivery, covering over 200 countries and regions [1] - The company is leveraging the largest scale of unmanned logistics technology investments globally, integrating technology into various logistics transport nodes to enhance package processing efficiency [1][2] - During the sales peak, Cainiao will ensure stable operation of services like "Global Five-Day Delivery" and "Ten-Day Delivery," with the fastest delivery to Europe in five calendar days and three days between core countries in the Middle East and Europe [2] Group 2 - The company is enhancing its global logistics product matrix through new international charter flights, temporary capacity adjustments, and expansion of overseas warehouses [2] - Cainiao's overseas local express network is in a "peak season combat" state, with increased investments in key markets such as Spain, France, the United States, and Mexico, upgrading local express network and service capabilities [2] - The project leader for the year-end promotion stated that Cainiao is committed to providing an exceptional delivery experience for global consumers by leveraging its global supply chain logistics network and advanced logistics technology [2]

Core Insights - Cainiao has officially announced its global logistics guarantee plan for the 2025 year-end promotion, offering services such as "Global Five-Day Delivery," "G2G Core Area Three-Day Delivery," "Overseas Warehouse Next-Day Delivery," and "Double 11 Domestic Pre-sale Minute-Level Delivery" [1][3] Group 1: Global Logistics Network - Cainiao has built a world-class logistics network centered on cross-border logistics, global supply chain, and overseas local express, covering over 200 countries and regions [1][3] - The three international logistics segments complement each other seamlessly, providing high-quality end-to-end logistics and supply chain services for global merchants [1] Group 2: Technological Integration - The company is utilizing the world's largest unmanned logistics system to enhance package processing efficiency through unmanned warehouses, sorting, customs clearance, and transportation [3] - Cainiao is also providing technological solutions for global logistics upgrades, including automated sorting for major postal companies and digital logistics solutions for leading fast-moving consumer goods brands [3] Group 3: Seasonal Logistics Strategy - In anticipation of the sales peak, Cainiao has expanded its international air cargo routes, adjusted temporary capacity, and increased overseas warehouse capacity to enhance its global logistics product matrix [3] - During the promotion period, services like "Global Five-Day Delivery" and "Ten-Day Delivery" will be ensured, with the fastest delivery to core countries in the Middle East and Europe achievable in three days [3] Group 4: Domestic Logistics Enhancement - Cainiao is also improving domestic warehouse and delivery experiences, with the "Pre-sale Express Delivery" service allowing consumers in nine major cities to receive orders in as little as 30 minutes [4] - The company pioneered the "Pre-sale Express Delivery" model in 2019, transforming traditional logistics rhythms during promotions and making minute-level delivery a norm for Double 11 [4]

Group 1 - The core viewpoint of the articles highlights Cainiao's comprehensive logistics solutions for the 2025 year-end promotion, emphasizing the integration of international logistics and advanced technology to enhance global logistics efficiency [1][2][4] - Cainiao has established a world-class logistics network covering over 200 countries and regions, focusing on cross-border logistics, global supply chains, and local express delivery [1][2] - The company is leveraging the largest unmanned logistics technology to improve package handling efficiency through automated warehouses, sorting, customs clearance, and transportation [1][2] Group 2 - During the peak sales season, Cainiao is enhancing its global logistics product matrix by adding international charter flights, temporary capacity adjustments, and expanding overseas warehouses [2] - The company ensures stable operation of its "Global Five-Day Delivery" and "Three-Day Delivery" services, with the fastest delivery to core countries in the Middle East and Europe [2] - Cainiao's local express delivery network is being upgraded in key markets such as Spain, France, the United States, and Mexico, ensuring comprehensive coverage and improved service capabilities [2] Group 3 - In the domestic market, Cainiao is revolutionizing the delivery experience with its upgraded "Pre-sale Express Delivery" service, allowing consumers in major cities to receive orders within 30 minutes [4] - The company has transformed traditional logistics rhythms during promotions by implementing a smart supply chain model that allows for "goods first, orders later" [4] - Cainiao's project leader emphasizes the integration of global supply chain logistics and advanced technology to provide an exceptional delivery experience during the sales peak [4]