As e-commerce platforms intensify their Lunar New Year subsidy battles, the logistics sector faces its own undercurrent of competition and collaboration. In this era of unprecedented challenges and opportunities, logistics companies must choose between clinging to tradition or embracing transformation.
Deppon's Strategic Retreat: Voluntary Delisting Signals Transformation
The former LTL logistics giant Deppon Logistics has sent shockwaves through the industry with its decision to voluntarily delist. The company plans to withdraw its A-share listing from the Shanghai Stock Exchange and transition to the National Equities Exchange and Quotations system. Trading suspension begins January 21, 2026, pending final approval. This bold move reflects Deppon's strategic realignment to pursue more flexible development amid changing market conditions.
E-Commerce Giants Wage Lunar New Year Rider Recruitment War
With the Spring Festival approaching, e-commerce platforms are deploying massive subsidies to secure delivery capacity. Taobao Flash has announced a $2.8 billion incentive program for riders across China, offering bonuses for order completion, consistent service, and early return-to-work. In Shanghai alone, active riders could earn up to $1,400 extra during the holiday period. These subsidies underscore the intense competition among platforms to maintain service quality and market share during peak seasons.
ZTO Express Maintains Lead Through Quality Focus
ZTO Express continues to dominate China's parcel delivery market, handling 38.52 billion shipments in 2025 - a 13.3% year-over-year increase that marks its tenth consecutive year as industry leader. At its annual network conference, Chairman Meisong Lai outlined 2026 priorities emphasizing safety, service quality, operational optimization, and network efficiency. The company's reverse logistics business has doubled, demonstrating its comprehensive service capabilities.
Schneider Electric's Wuhan Plant Earns "Lighthouse" Recognition
Schneider Electric's Wuhan facility has been designated a "Talent Lighthouse Factory" by the World Economic Forum - one of only three worldwide. The plant has achieved remarkable digital transformation milestones, boosting automation by 55% and expanding its product portfolio by 239% over five years. As a key node in Schneider's global supply chain, the Wuhan factory provides replicable models for smart manufacturing that could revolutionize logistics operations.
J&T Express Accelerates Infrastructure Expansion
J&T Express is rapidly expanding its national logistics network. The company recently launched phase two of its Liuzhou smart sorting center, a 14,360-square-meter facility featuring automated sorting systems and IoT technology. Concurrently, J&T partnered with Chifeng Songshan Commercial Development to upgrade its Inner Mongolia logistics park, marking significant progress in building China's next-generation smart logistics hubs.
China Southern Airlines Cargo Sets New Records
China Southern Airlines Cargo's Guangzhou international terminal processed over 660,000 tons of cargo in 2025 - a historic high that included 230,000 tons of e-commerce exports. The facility has become a model for aviation logistics in the Greater Bay Area, strengthening support for Guangdong manufacturers expanding globally through integrated air-road transportation solutions.
Walkfun Technology Files for Hong Kong IPO
Shenzhen-based Walkfun Technology has submitted its Hong Kong IPO application, positioning itself as a cross-border retail specialist focused on Southeast Asia. The company has emerged as a leading Chinese brand owner in overseas 3C accessories and small appliances markets, demonstrating the growing potential of cross-border e-commerce services.
Jiushi Intelligent Secures First Autonomous Vehicle License
Jiushi Intelligent made history by becoming Chuzhou's first licensed autonomous delivery vehicle operator. The municipal postal administration granted operational rights for commercial deployment, removing regulatory barriers for last-mile robotic delivery solutions.
Cainiao Expands Global Warehouse Network
Cainiao Network reported 32% growth in overseas warehouse order volume during 2025. With over 40 fulfillment centers across 18 countries, the Alibaba logistics arm plans further automation upgrades and market expansion in 2026 to strengthen its global supply chain capabilities.
The logistics sector stands at an inflection point, with companies pursuing diverse strategies - from bold structural changes to technological investments and global expansion. As market demands evolve and innovation accelerates, these strategic choices will define the next generation of logistics leadership.