JD Logistics: Building a Super Supply Chain with Technological "Photosynthesis"

Deep News
Nov 03

When logistics technology evolves from a mere cost-saving tool into an ecosystem capability that nurtures all aspects of supply chains, a profound transformation is underway. E-commerce platforms and live-streaming sales channels have deepened their penetration, turning shopping festivals like "Double 11" and "618" into key drivers of domestic demand. According to China's State Post Bureau, during the 2024 "Double 11" period, national express parcel collection volume reached approximately 12.082 billion, up 21.4% year-on-year, while total deliveries hit 12.124 billion, a 25.3% increase. The daily average exceeded 550 million parcels, with a record single-day peak of 729 million, surging 74% year-on-year. In the first three quarters of 2025, postal and express delivery volumes totaled 158.26 billion, growing 15.0% year-on-year. These figures reflect not only the evolution of e-commerce supply chains from "delivery possible" to "fast delivery" and now to "quality delivery," but also the extreme demands placed on logistics systems for speed, stability, and cost control.

As the 2025 "Double 11" arrives, major logistics providers are ramping up investments in technology and services to unlock value across the entire supply chain. Among them, JD LOGISTICS (02618) has emerged as a leader, showcasing cutting-edge innovations that signal a new wave of logistics technology. At CeMAT ASIA 2025, JD Logistics debuted three new additions to its "Wolf Pack" robotics lineup: the upgraded Smart Wolf, Sky Wolf four-way shuttle, and an end-to-end automated sorting wall.

**Demand Shift: From "Scale Battles" to a "Value Network"** To grasp JD Logistics' tech-driven strategy for this year's "Double 11," one must first understand the constants and variables of e-commerce supply chains. Unlike traditional manufacturing supply chains, e-commerce logistics must handle high volatility, tight deadlines, diverse SKUs, and extreme flexibility. Peak order volumes during promotions can multiply several times over daily averages, while perishables like fresh produce require delivery within 24-48 hours. Meanwhile, merchants seek scalable logistics solutions aligned with business growth.

For suppliers, the focus has shifted from simply "shipping goods" to minimizing loss, reducing costs, and expanding coverage—especially for perishables, where logistics capabilities directly determine market reach and revenue potential. For courier stations, balancing efficiency and income remains a core challenge. Traditional models force couriers to handle both collection and sorting, capping their earning potential. Warehousing faces a similar dilemma: maximizing space utilization often sacrifices peak capacity, while reserved space inflates costs. Consumers, too, now demand more than speed—seamless installation for appliances, real-time temperature tracking for fresh goods, and more.

JD Logistics' tech investments target these pain points head-on. Over the past decade, its nationwide "Asia No. 1" smart logistics parks—like the flagship Kunshan facility, which handles over 1 million daily orders—have formed the backbone of its network. During "Double 11," Kunshan alone enables "211" (same/next-day) and "311" (three-day) deliveries across Shanghai and key Jiangsu cities, powered by JD’s proprietary "Wolf Pack" robotics.

**Empowerment Core: "Wolf Pack" Synergy and Flexibility** Warehousing and sorting are the lifelines of logistics efficiency. JD’s robotics—including the Smart Wolf (for high-density storage), Sky Wolf (four-way transport), and automated sorting wall—address these critical nodes. In Kunshan’s Smart Wolf warehouse, aisles are just 900mm wide with 40mm box spacing, achieving four times the storage density of traditional setups. Pickers guided by smart systems achieve 99.99% accuracy at triple traditional speeds.

The newly launched sorting wall boosts efficiency by 200%, handling 15,200 items/hour, while modular designs allow flexible scaling. For instance, Sky Wolf shuttles adjust fleet sizes to match demand fluctuations, and Smart Wolf deployments can go live in just four months. Crucially, all systems integrate under JD’s Brain 2.0 AI platform, enabling true "wolf pack" coordination from inbound to outbound.

**Ecosystem Growth: From Cost Savings to Shared Value** Beyond warehouses, JD’s tech radiates outward. At Yangcheng Lake’s crab harvest hubs, autonomous vehicles now ferry crabs from docks to sorting centers, freeing couriers to focus on collections—boosting their peak daily earnings to over 3,000 RMB. For farmers, JD’s three-tier air network (including drones) slashes transit times, while mobile freezers ensure freshness.

For merchants like Yangcheng Lake’s Haiyige, JD’s tailored solutions—such as conveyor belts to streamline warehouse loading—have helped triple shipments, with 90% now flowing through JD. This "tech + logistics + commerce" model is now replicating across specialties like Wuxi peaches.

**Conclusion: A New Logistics Ecosystem** JD Logistics is no longer just a service provider but an ecosystem architect. Its technological "photosynthesis"—where R&D forms the soil, AI and big data the water, and service networks the sunlight—cultivates a resilient, efficient, and warm supply chain. Suppliers profit, couriers thrive, partners save, and consumers enjoy seamless experiences. This is the true vision of JD’s logistics revolution: technology as lifeblood, energizing an entire ecosystem.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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