Core Viewpoint - Cainiao has undergone significant adjustments over the past year, focusing on globalization, technology, and marketization as it enters its 3.0 era, aiming to enhance its international logistics and technological capabilities [3][8]. Group 1: Global Supply Chain and Logistics - Cainiao is committed to strengthening its supply chain in China while also replicating its advanced supply chain experience overseas, particularly through the operation of overseas warehouses [4]. - The company operates over 40 overseas warehouses across 18 countries and regions, providing comprehensive supply chain management solutions [4]. - In cross-border logistics, Cainiao has accelerated its global network, enhancing air freight routes to key markets in Europe, Latin America, and Southeast Asia [5]. Group 2: Strategic Partnerships and Service Upgrades - Cainiao has announced a long-term strategic partnership with Qatar Airways Cargo, doubling the frequency of cargo flights on key routes from China to Europe [5]. - The "Global Five-Day Delivery" cross-border express service has been upgraded, with plans to expand to six additional core countries by the end of the year, ensuring faster delivery times [5][6]. - Since its launch, the "Global Five-Day Delivery" service has improved its delivery time from 7 days to 5 days, achieving an average delivery success rate of over 95% [5]. Group 3: Growth in Logistics Technology - Cainiao's logistics technology business has seen significant growth, with overseas sales increasing by over 150% year-on-year [7]. - The company is transitioning from focusing solely on Alibaba's platform to becoming an open logistics service provider for all clients and platforms [7][8]. Group 4: Market Outlook - Despite short-term challenges in the global e-commerce landscape, the long-term outlook remains positive, with expectations of continued growth as e-commerce penetration increases [9]. - The demand for more reliable logistics solutions is driving a shift towards a combination of cross-border direct mail, overseas warehouses, and local delivery services [10].

Core Insights - Cainiao announced a comprehensive upgrade to its "Global Five-Day Delivery" cross-border express service, expanding to six new countries by the end of the year, including Vietnam, Hungary, Singapore, Qatar, the Philippines, and Austria, aiming to deliver cross-border packages to Europe in as fast as five calendar days [1][2] - The service is now open to all cross-border e-commerce platforms and overseas merchants, establishing itself as an industry-leading solution for extreme timeliness [1] - Since its launch in September 2023, the service has improved delivery times in the UK from an average of 7 calendar days to 5 calendar days, achieving an average delivery success rate of over 95% [1] Company Developments - Cainiao's cross-border logistics network now covers over 200 countries, providing services to 90% of the leading global cross-border e-commerce platforms [2] - The company has leveraged AI technology and refined operations to set a new industry benchmark for cross-border logistics efficiency, with plans to expand the "Global Five-Day Delivery" service to more key global e-commerce markets [2] Market Impact - Research indicates that improving cross-border logistics timeliness is crucial for enhancing consumer experience and repeat purchase rates, with a reduction of one hour in delivery time potentially increasing repeat purchase rates by 1%-3% [2] - A European merchant reported a 30% increase in repeat purchase rates since using the "Global Five-Day Delivery" service, highlighting its effectiveness in reducing return rates and improving customer satisfaction [2] Technological Advancements - The extreme timeliness of the "Global Five-Day Delivery" service is attributed to dual optimization of the entire logistics chain, including seamless integration of operational nodes and increased investment in AI technology for digital upgrades [2] - Cainiao has achieved an 80% accuracy rate in order volume forecasting through AI machine learning, significantly surpassing manual forecasting capabilities [2] - The implementation of AI in security checks has improved efficiency by 30%, and the AI classification system now covers over 40 countries and regions, enhancing the overall logistics process from forecasting to customs clearance [2]

本报讯 （记者梁傲男）9月10日，在2025全球智慧物流峰会上，菜鸟智慧物流网络有限公司（以下简称"菜鸟"）宣布对"全 球五日达"跨境快线产品进行全面升级，预计年底将新增越南、匈牙利、新加坡、卡塔尔、菲律宾及奥地利6大欧亚核心国家， 最快5个自然日即可将跨境包裹送到欧洲。目前，该服务已向所有跨境电商平台及出海商家开放，成为行业领先的极致时效解 决方案。此次升级背后，是菜鸟在建设全球智慧物流网络能力上的又一突破，也是菜鸟迈向全球化的一项关键里程碑。 据了解，2023年9月份，菜鸟联合速卖通首次推出"全球五日达"跨境快线产品，覆盖英国、西班牙、荷兰等国家。以英国 市场为例，自上线以来不断迭代，已实现从5工作日（实际履约时间7个自然日左右）提速至5自然日，平均妥投率实现超 95%，稳居中英快线时效第一。不仅如此，用户调研数据显示，商家满意度连续三个季度保持98%以上，领先行业5个百分点以 上。 菜鸟副总裁、跨境物流事业部总经理熊伟在发布会现场表示："作为全球领先的跨境电商物流提供商，菜鸟打造了覆盖全 球200多国的跨境物流网络，目前为90%全球头部跨境电商平台提供跨境履约服务。'AI科技+精细运营'双轮驱动下，我们 ...