bullish

Major Changes in China's Last-Mile Delivery Market: Who Wins, Who Loses?

387 Views26 Oct 2024 18:32
​E-commerce platforms are prioritizing better customer service through logistics upgrades, with JD Logistics and ZTO as top picks and S.F. Holding and J&T Express as least favorable.
What is covered in the Full Insight:
  • Introduction of JD Logistics on Taobao-Tmall
  • Resurgence of O2O Services
  • Algorithm Adjustments in E-commerce Platforms
  • Impact on SF Holding and Other Logistics Providers
  • Future Outlook for ZTO and J&T
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Rising
Blue Lotus Research Institute
China growth and global non-US Internet equities
Hong KongInformation Technology & Consumer DiscretionaryEquity Bottom-UpThematic (Sector/Industry)
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