Cainiao's overseas warehouse order volume increased by 32% year-on-year last year

Author | Huang Yu

On January 19, Wall Street Insight learned from Cainiao that the order volume processed by Cainiao's global overseas warehouses is expected to grow by 32% year-on-year in 2025, continuing to lead the industry in growth rate. At the same time, markets such as France, the United States, Spain, and Australia have all exceeded the average growth rate.

The reason for the rapid growth in order volume at Cainiao's overseas warehouses is the accelerated international expansion of "Made in China" brands. Wall Street Insight understands that the proportion of smart products in Cainiao's overseas warehouse business continues to expand.

A significant characteristic of the new round of Chinese companies going overseas is the focus on building global brands. A consensus in the industry is that "globalization means localization," and choosing overseas warehousing has become an important measure to promote localization. Meanwhile, over the past year, the uncertainty of the external environment has led more brands to shift from cross-border direct mail to overseas warehouses.

Overseas warehouses are an important infrastructure for Cainiao's global supply chain business. It is reported that Cainiao currently operates over 40 overseas warehouses in 18 countries and regions across Europe, North America, and the Asia-Pacific, providing omnichannel, end-to-end supply chain management solutions and warehousing and distribution services for a large number of domestic and foreign brands and merchants, covering multiple industries such as auto parts, home goods, home appliances, and furniture.

According to data from the General Administration of Customs, China's high-tech product exports are expected to reach 5.25 trillion yuan in 2025, an increase of 13.2%; exports of self-owned brand products are expected to grow by 12.9%, with their share of total export value increasing by 1.4%.

According to Wall Street Insight, from the outbound orders of Cainiao's overseas warehouses, leading smart cleaning appliance brand Ecovacs and projector brand XGIMI have achieved triple-digit year-on-year growth, while several leading brands in 3D printing, such as Anycubic, have achieved double-digit growth.

Sun Beibei, General Manager of Import & Export Supply Chain at Cainiao Group, stated that in 2025, Cainiao will launch more than 10 new warehouses globally and increase investment in various automation equipment such as AGV robots and automatic sorting lines, enhancing both order processing capacity and labor efficiency. In 2026, Cainiao plans to expand its warehouse network coverage and automation upgrades in key markets such as Europe, North America, and the Asia-Pacific, to provide a more flexible and efficient global supply chain network for consumers and merchants worldwide