物流出海第一站：剑指极兔的老家——东南亚
国内快递价格战终结，巨头转向海外扩张
After nearly two years of price wars initiated by J&T Express in China's courier industry, the battle came to an end under regulatory pressure. Six major courier companies including the "Tongda" group and J&T announced a 0.1 yuan per parcel delivery fee increase starting September 1.
顺丰收购嘉里物流，布局东南亚
On September 29, SF Express officially announced its successful acquisition of 51.5% stake in Kerry Logistics, marking its ambitious Southeast Asia expansion. This follows SF's earlier investments in Myanmar's KOSPA Limited (2019) and joint ventures in Indonesia and Vietnam.
百世国际：通达系的东南亚标杆
Best Express has emerged as the most successful Chinese courier in Southeast Asia, with parcel volume growing 140.7% YoY to 38.8 million in H1 2021. The company operates 29 sorting centers and 1,300+ stations across the region.
东南亚本土竞争格局
The market features strong local players like JNE (Indonesia's top brand) and J&T Express (positioned as premium service). J&T's asset-heavy model with self-operated delivery points creates barriers for new entrants.
电商平台决定物流格局
As in China, e-commerce platforms shape logistics competition. Alibaba (investing in Ninja Van, Flash Group), JD.com (Tiki, JD Central), and Sea Group's Shopee (partnering with J&T) are building integrated ecosystems.
未来展望
With J&T raising $250 million for Middle East/Latin America expansion and SF targeting "being Asia's best", Southeast Asia may be just the first step in Chinese logistics companies' global ambitions.
