Recently, Cainiao and Tmall Supermarket's "Half Day Delivery" launched a mobilization campaign in Beijing. Following its launch in Hangzhou in March this year, Tmall Supermarket's "Half Day Delivery" is being promoted in multiple cities and is expected to cover 20 cities nationwide by the end of this year. In the half day delivery mode of 1212, as long as consumers place orders before 12:00 noon and midnight, they can receive express delivery from Tmall Supermarket before 9:00 pm on the same day and before 12:00 am the next day, respectively.

Behind the acceleration of Tmall Supermarket's "half day delivery", it is worth noting that the "presence" of Cainiao's domestic logistics supply chain is emerging. In fact, the layout of logistics supply chain is crucial for e-commerce platforms. With the gradual disappearance of online traffic dividends, e-commerce platforms have gradually shifted from user acquisition to user retention. How to improve service quality and user experience has become the key to the second half of e-commerce. The impact of logistics supply chain on consumer experience cannot be underestimated in the warehousing, shipping, and distribution processes that provide support for online shopping.

JD Logistics, which has received much attention, and Cainiao, which has been dormant for a long time, have both taken frequent actions in recent times. On April 12th, JD Logistics launched a new round of organizational restructuring, implementing a business unit system and establishing a business unit in the supply chain, becoming one of the four independent business units. In addition to launching a half day delivery service, the senior management of Cainiao has also frequently exchanged visits with business executives this year, indicating that a series of actions are being planned.

What changes can the logistics supply chain layout of industry giants bring to e-commerce business? Behind the emergence of Banrida, what kind of medicine is Cainiao selling in its gourd, and what are its ambitions in the logistics supply chain? In the process of e-commerce development, logistics supply chain has become an unavoidable topic to discuss.