Alibaba Financial Report: Cainiao's revenue continues to grow steadily, and the global smart logistics network is accelerating its expansion

On August 15, Alibaba Group announced its first-quarter results for fiscal year 2025. Cainiao's revenue increased by 16% year-on-year to RMB 26.811 billion, mainly from revenue growth and improved operational efficiency brought by cross-border logistics fulfillment services.

Cainiao's current strategic market focus remains to provide high-quality experience to operators and consumers on the Taotian Group and Alibaba International Digital Business Group platforms, while also continuing to provide competitive express delivery, supply chain and logistics technology services to global merchants and users.

To this end, Cainiao continued to follow its long-term strategic layout this quarter and expanded its global logistics network, including accelerating the construction of overseas local express delivery networks in Europe, North America, etc. Before the start of the Olympic Games, Cainiao, as the logistics partner of "Home of China", delivered security supplies to Paris, demonstrating its efficient and professional global service capabilities.

In terms of cross-border express delivery, Cainiao, as the world's largest leading service company, continues to take improving the quality of full-link services as a major feature. In particular, in terms of cross-border time efficiency, it is committed to improving the cross-border speed with "Global 5-Day Delivery" as the benchmark, and accelerating the formation of a variety of high-quality and time-efficient combined products this quarter to meet the tiered needs of cross-border e-commerce in different route markets such as Europe, North America, South America, Japan and South Korea.

In the domestic express delivery sector, Cainiao Express has been expanding into quality service areas such as e-commerce retail express, reverse express, and professional retail markets this quarter, based on improving its own network capabilities, to create a more distinct differentiated advantage.

In addition to providing e-commerce parcel express delivery services around the world, Cainiao also continues to steadily advance its digital supply chain services for various brands. This quarter, Cainiao upgraded its overseas warehouse service capabilities to adapt to the changing trends of the industrial chain and supply chain. Cainiao's supply chain services in the domestic market also actively responded to changes in market demand, further optimized the cost structure, and improved the level of market competitiveness.

As a leader in smart logistics, Cainiao applies technological innovation to every aspect of logistics operations. This quarter, Cainiao's automation, digitalization and I o T product services accelerated from domestic to overseas, and entered emerging customer markets such as medicine and luxury goods from the e-commerce logistics field. Cainiao's public road driverless cars also obtained road rights in multiple cities this quarter, becoming a new way for express delivery outlets to transport packages to express delivery stations.

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