Cainiao's overseas warehouse orders increased by 32% year-on-year last year.
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Author | Huang Yu
On January 19, Wallstreetcn learned from Cainiao that the order volume handled by Cainiao's global overseas warehouses for 2025 increased by 32% year-on-year, with its growth rate continuing to lead the industry. Meanwhile, Cainiao's markets in France, the United States, Spain, and Australia all surpassed the average growth.
The reason for the continued rapid growth in Cainiao overseas warehouse orders is the accelerated international expansion of "China Intelligent Manufacturing" brands. Wallstreetcn understands that the proportion of smart products in Cainiao's overseas warehouse business continues to grow.
The latest wave of Chinese companies going global shows one significant trend: building global brands. An industry consensus is "globalization is localization," and choosing overseas warehousing has become a key initiative for advancing localization. At the same time, over the past year, increasing external uncertainties have led more brands and merchants to switch from direct cross-border shipping to using overseas warehouses.
Overseas warehouses are a crucial infrastructure for Cainiao’s global supply chain business. Currently, Cainiao operates more than 40 overseas warehouses across 18 countries and regions in Europe, North America, and Asia-Pacific, providing omni-channel, end-to-end supply chain management solutions and warehousing and distribution operation services for numerous domestic and international brands and merchants, covering industries such as auto parts, home furnishings, home appliances, and furniture.
According to customs data, in 2025, China’s high-tech product exports amounted to 5.25 trillion yuan, up 13.2%; exports of self-owned brands grew by 12.9%, raising their share of total exports by 1.4%.
Wallstreetcn understands that, according to outbound order data from Cainiao overseas warehouses, leading smart cleaning appliance brand Tineco and projector brand XGIMI both achieved triple-digit year-on-year growth, while multiple leading 3D printer brands such as ELEGOO saw double-digit growth.
Sun Beibei, General Manager of Cainiao Group’s Import & Export Supply Chain, stated that in 2025, Cainiao will launch more than 10 new warehouses globally and increase investment in automated equipment like AGV robots and automatic sorting lines, boosting both order processing capabilities 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 Asia-Pacific, in order to serve global consumers and merchants with a more flexible and efficient global supply chain network.
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