Cainiao Network

20 Pages·2017·11.25 MB·English

Cainiao Network - Alibaba Logistics Infrastructure
WAN Lin, President of Cainiao Network
Logistics in China: Scale and Growth
Average Daily Package Volume (Mn)
CAGR:46.4% CAGR:42.1% CAGR:7.5%
110
69
51
（2）
China
41
38
（1）
Cainiao
22
（3）
（3）
US
US
China（2）
Cainiao（1）
2014 2017 2014 2017 2014 2017
Notes:
(1) Represents average daily packages processed by Cainiao Network in calendar years 2014 and 2017
(2) Represents express courier average daily packages in calendar years 2014 and 2017 according to the State Post Bureau of China
(3) Represents combined daily average packages of UPS, FedEx, DHL Express (source: Bloomberg) and United States Postal Service in
calendar years 2014 and 2017
2
Logistics in China: Higher Efficiency
(1)
(3)
# of Logistics Orders during Singles Day (Mn)
Average Cost per Package of an Express Courier Partner (RMB)
(2)
Time to Fulfill the First 100mn Orders (Days)
9.0 812
CARG：-16.7%
2.8
152
2013 2014 2015 2016 2017
2013 2014 2015 2016 2017
Notes:
(1) Represents the number of logistics orders Cainiao Network processed on Singles Day
(2) Represents the number of days for the first 100mn logistics orders from Singles Day to be delivered to consumers
(3) Represents the average cost per package for an express courier company partnered with Cainiao (Source: GF Securities)
3
Logistics in China: Upgraded Demands
Consumers Merchants Logistics Partners
Differentiated Delivery Demands Integration of Online and Offline Supply Chains Efficiency Bottlenecks
(1)
Over 70%   consumers accepting Couriers butting up against daily delivery capacity
alternative parcel-collection services
Note:
(1) According to AliResearch
4
Cainiao’s Strategy
New Retail Supply Chain Solutions Global Logistics Network
Digitized Logistics Infrastructure
5
Digitization Upgrade across Entire Logistics Chain
High Penetration of Smart Routing and Over 10 Mn sq.m of Courier Service Rating System Diversified Last-mile Solutions
E-shipping Labels & Address Database Dynamic Forecasting Digitally Connected Covering 6 Major
（1）
（1）
Warehouses Express Courier Companies in China
Note:
(1) As of June 30, 2018
6
Upgraded Last-mile Network
Enhancing Consumer Experience
Largest Last-mile Network
Last-mile Challenges in China China’s Unique Last-mile Solution Provider
10mn+
Delivery Personnel Efficiency Bottleneck
Diversified Consumer Demands
parcels per day (1)
Self-Pickup Pick-up Lockers Door-to-door Delivery
Note:
(1) As of the date hereof
7
Cainiao Smart Voice Assistant
AI-driven Technology Reduced Daily Call Time
Enhancing Communications With Consumers
160,000
Hours
Source: Internal estimation
Technologies supported by Ali Xiaomi and DAMO Academy
8
New Retail Supply Chain Solutions
9
New Retail Supply Chain Infrastructure
Multi-tiered Warehousing Network Hub-and-spoke Network On-demand Delivery Network
(1) (1)
Over 10mn sq.m warehouses covering Over 10,000 routes help merchants place Instant delivery capabilities
(1)
urban and rural areas inventories closer to consumers covering over 200 cities
Note:
(1) As of June 30, 2018
10