Who was affected?, Cainiao Promotes Self operated Express "Cainiao Express" Express | Cainiao | Express
Author | First Finance and Economics Chen Yangyuan
On June 28, 2023, at the Global Smart Logistics Summit, Wan Lin, CEO of Cainiao Group, stated that he would launch his own quality express delivery business, Cainiao Express.
With the organizational change and split of Alibaba Group, Jack Ma's declaration that Alibaba Group will never do express delivery has more ambiguity, and Cainiao has also entered a deeper part of the express delivery market.
The newly established Cainiao Express will target the "quality express" business, avoiding the "hot war" area of economy express delivery. This may be targeting the relatively scarce sectors of the domestic express industry, or it may be a consolation for the "three links and one delivery" deep cooperation with Cainiao.
However, no matter what, the arrow of Cainiao Express is already on the string, and another wave of turbulence in the express delivery industry is being stirred up.
Cainiao Express is here
The introduction video of Cainiao Express shows that Cainiao Express will achieve the "fastest half day delivery" time, extend the deadline for collecting orders to 22:00 in the evening, and collect all items. In response to users' demand for "door-to-door delivery", Cainiao Express has made a service commitment of "no door-to-door compensation".
In addition, the matrix of Cainiao's services will cover full heavyweight packages such as large, medium, and small items. When talking about "inclusive prices," Wan Lin mentioned that "small and medium-sized businesses can also afford them.".
In fact, the launch of Cainiao Express is not Cainiao's first foray into domestic express delivery. Since six years ago, Cainiao has been building a distribution network to support the development of Alibaba's internal self operated businesses such as Tmall Supermarket. Danniao Direct Delivery is Cainiao's previously self operated express delivery business, providing regional and localized delivery. According to sources related to Cainiao, "Cainiao Express" comes from the upgrade of "Danniao Direct Delivery" - in addition to Danniao's on-site distribution network, it has expanded its network, built cross provincial trunk transportation, transfer centers and other infrastructure, and upgraded to a national express delivery.