Core Insights - The "Double 11" shopping festival has evolved into a global competition, focusing on instant retail, AI technology, and ecosystem integration, moving beyond traditional price wars [1][7] - Major e-commerce platforms like Alibaba, Meituan, and JD.com are shifting their competitive strategies towards ecosystem collaboration based on their core capabilities [2][7] E-commerce Trends - The cumulative user base of the e-commerce industry surpassed 1.1 billion as of November 7, indicating a longer and more dispersed shopping period for this year's "Double 11" [1] - Instant retail is becoming a new mainstream consumption scenario, driven by the need for immediate experiences and the decline of online traffic dividends [4][3] Company Strategies - Alibaba's Taobao Flash Sale is a key player in this year's "Double 11," marking the first full participation of AI in the event [2] - Meituan is focusing on its core local business by launching promotions and consolidating resources, aiming to strengthen its competitive edge in instant retail [2] - JD.com is enhancing its logistics capabilities with the "Super Brain 2.0" system, achieving significant improvements in delivery speed and efficiency [3][6] Technological Advancements - JD.com's logistics system has improved sorting efficiency and reduced operational tasks, leading to a 10% increase in frontline worker efficiency [6] - Circular's "Smart Routing" system integrates AI and big data to optimize delivery routes, showcasing the technological advancements in logistics during "Double 11" [6] Global Expansion - This year's "Double 11" has seen Alibaba launch a comprehensive overseas marketing plan with a budget of 1 billion yuan, targeting 20 countries and regions [6] - JD.com has expanded its global sales operations, offering free shipping in 12 countries, while Temu is directly competing with discounts during the "Black Friday" season [6][7]

Core Insights - The peak season of Double 11 is approaching, and the express delivery industry is experiencing a slowdown in business growth compared to last year due to rising prices in grain-producing areas, but it is still expected to reach new highs [1] - AI technology has transitioned from concept to full implementation, enhancing the efficiency and accuracy of the business chain for express delivery companies during the peak season [2] Group 1: AI and Technology Implementation - YTO Express launched its "Smart Routing" system in August, integrating big data, AI, and GIS technology, which reduced routing analysis time from 5 days to 1 day, significantly improving transportation efficiency [4] - YTO's AI customer service can automatically handle customer inquiries and claims, reducing the workload on human customer service by 16% year-on-year in the first half of 2025 [4] - This year marks the first large-scale deployment of unmanned vehicles during Double 11, with unmanned vehicles operating in various scenarios, achieving rapid delivery times [4][6] Group 2: Infrastructure and Capacity Enhancement - Jitu Express has accelerated capacity construction, upgrading 57 transfer centers and over 1,000 distribution points, investing in more than 700 sets of automated equipment to enhance operational capabilities [9] - Zhongtong Express has launched new projects in northern and southwestern regions, while Shentong has completed nine capacity projects before the peak season [11] - Yunda has also opened several logistics hubs, enhancing package handling efficiency and customer satisfaction [11][13] Group 3: Service Quality and Customer Experience - The express delivery industry is shifting from price wars to value wars, focusing on service quality during Double 11, which tests delivery capabilities and after-sales service [15] - Companies are prioritizing consumer logistics experience and enhancing B2B market focus through systems like "Customer Manager" to retain clients with customized service models [15]