Tomorrow, the world: Part II

Yesterday, we began a three-part look at Alibaba, the world’s biggest e-commerce company, and the way in which its approach to the logistics of online shopping – particularly the development of a neutral “open logistics platform” – has changed the package-delivery industry in China, and will soon spread that change worldwide. You can read Part […]
  • David Harris
  • September 16, 2015

Alibaba and Cainiao: Tomorrow, the world!

Move over, Amazon. Out of the way, FedEx and UPS. Alibaba is coming to your home town. Over the last few years, we have posted occasionally about the impact of e-commerce on the air freight and express industry. Today we embark on a three-part look at Alibaba, the world’s biggest e-commerce company, and the way […]
  • David Harris
  • September 15, 2015

“Ghost airport” to become cargo hub?

Will a Spanish “ghost airport” become a European cargo beachhead for China? 175 km south of Madrid, Ciudad Real Central Airport (CQM) sits empty. Built at a cost of over €1 billion during a Spanish construction boom that ended with the financial crisis of 2008, it opened in 2010, but never attracted any airlines. Its operator, […]
  • David Harris
  • September 2, 2015

Delivering the dragon

Two years ago we reported that Chinese e-commerce firm Alibaba was leading a consortium of companies in the development of an advanced package delivery network. The consortium set up a new company, Cainiao, to manage the network, in which they, and various financial backers, planned to invest a total of US$16 billion. As we said […]
  • David Harris
  • August 21, 2015

Alibaba creates a Russian subsidiary

According to a report in the Russian financial newspaper Kommersant, Chinese e-commerce giant Alibaba has set up and registered a subsidiary company in Russia. Mark Zavadsky, who will run the new company, said its aim was “to further expand our business and support our partners, and also to facilitate cooperation with the Russian authorities.” Zavadsky […]
  • David Harris
  • July 16, 2015

E-commerce booms in China – can express companies keep pace?

HONG KONG — November 11 revealed more than just the profound growth in e-commerce in China. Singles Day in China on the 11th of November – a day of online shopping, not necessarily romance – spurred $9.3 billion of sales, and the truth is China’s express industry simply cannot keep up. E-commerce accounts for about […]
  • JJ Hornblass
  • November 20, 2014

China Postal rising?

HONG KONG — We are hearing that China Postal Airlines is finding increasing favor with Alibaba. Reportedly, more Alibaba shipments are coming through Hong Kong via China Postal, at the expense of SF Express. While we don’t have data to determine exactly why or to what extent China Postal is taking marketshare – this is China, after […]
  • JJ Hornblass
  • November 20, 2014

There’s no such thing as a free lunch

China’s express companies finally abandon “free” home delivery for online shoppers. It is no secret that the explosive growth of online shopping in China has driven equally explosive growth in the package delivery business. According to data from the State Post Bureau, China’s express companies delivered 9.2 billion pieces of goods in 2013, up 61.5% […]
  • David Harris
  • September 8, 2014
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