东南亚正成为中国企业海外掘金的"主战场"之一。 东南亚物流市场红利凸显，中企多路径角逐"利润高地" 极兔速递最新运营数据，让东南亚物流市场的"含金量"凸显。今年三季度，极兔东南亚包裹量达19.97亿件，较去 年同期的11.17亿件同比激增78.7%；而中国市场同期包裹量55.76亿件，同比增长仅10.4%，两地增速差距悬殊。 盈利表现的反差更引人关注。今年上半年，极兔东南亚市场收入19.7亿美元，贡献毛利3.51亿美元，毛利率 17.8%，单票利润可达0.11美元；反观中国市场，虽收入31.36亿美元高于东南亚，但毛利仅1.39亿美元，毛利率 4.5%，单票利润只有0.02美元。无论是增长速度还是盈利水平，东南亚市场都已成为极兔的"增长引擎"与"利润高 地"。 "我们的海外订单出现了大幅增长，经过分析发现，这部分新用户主要来自马来西亚等地，说明亚太地区是极具价 值的高潜力市场。"儿童家具品牌Boori电商负责人徐志明向新消费日报记者表示，在淘宝出海家具跨境直邮服务上 线后，预期将带动海外线上成交额年增长50%以上。 而据短视频平台TikTok公布的其在东南亚地区的最新用户数据，其月活跃用户已超过4.6亿，其电 ...

Core Insights - Southeast Asia is a preferred market for Chinese sellers in cross-border e-commerce due to its proximity and cultural similarities [1] - Cainiao has upgraded its cross-border logistics product matrix, launching a "standard dedicated line" for small packages to multiple Southeast Asian countries [1] - The upgraded logistics service offers fast delivery times, with packages arriving in Vietnam in 3 days, Singapore and the Philippines in 5 days, and Malaysia and Thailand in 6 days, at approximately 20% lower shipping costs compared to industry standards [1] Group 1 - The upgraded standard dedicated line for Singapore, Malaysia, and the Philippines ensures a "fastest 5-day delivery" experience, supported by guaranteed daily capacity [1] - New dedicated lines to Vietnam and Thailand have been introduced, achieving delivery times of 3 days to Vietnam and 6 days to Thailand, with a high delivery success rate of 95% [1] - The launch of the Vietnam-Thailand dedicated line enhances Cainiao's cross-border logistics product system, providing sellers with faster, more stable, and comprehensive logistics services [1] Group 2 - The upgrade of the small package product is synergistic with Cainiao's optimized Asia-Pacific supply chain overseas warehouse network [2] - Cainiao has established over 20 overseas warehouses in 10 key countries and regions, complementing the upgraded cross-border direct delivery services [2] - This dual model offers Southeast Asian merchants the flexibility to utilize either the upgraded logistics services or the extensive overseas warehouses for bulk replenishment, enhancing logistics solutions for Chinese brands entering Southeast Asia [2]