The logistics industry is accelerating the development of a global intelligent warehousing network

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Reporter: Liang Aonan

On March 12, the China Federation of Logistics & Purchasing officially released the “China Logistics Technology Development Report (2025)” at the 2026 Logistics Technology Conference (hereinafter referred to as “the Report”). The Report shows that in 2025, China’s logistics technology hotspots appeared frequently, with new logistics equipment achieving large-scale application. Especially, “Artificial Intelligence+” has deeply integrated into logistics, improving operational efficiency while effectively helping to reduce overall social logistics costs.

Data indicates that in 2025, the total social logistics costs as a percentage of GDP dropped to 13.9%, the lowest on record. This means that the logistics expenses required to produce one unit of GDP are decreasing.

The Report states that in 2025, China’s logistics demand steadily expanded, and its structure continued to optimize. With the large-scale application of new logistics equipment such as mobile collaborative robots, intelligent sorting devices, and unmanned delivery, the support capacity of logistics for economic development kept strengthening, and logistics efficiency continued to improve. Particularly in the end-to-end technological path of embodied intelligence in logistics scenarios, China made significant progress. Embodied robots began entering warehouses and factories, completing a transitional leap from “automated guided vehicles” to “intelligent agents capable of sensing, thinking, and acting.”

Guo Tao, Deputy Director of the China E-commerce Expert Service Center, told Securities Daily that in terms of cost structure, robots can replace repetitive tasks in warehousing, sorting, transportation, and delivery; in process efficiency, robots can operate 24/7, and combined with AI scheduling systems, warehouse turnover speeds up significantly, reducing inventory costs; in resource utilization, robots optimize warehouse space through three-dimensional storage layouts, reducing land and facility investments.

JD Logistics Co., Ltd. told Securities Daily that by 2025, their self-developed “Zhìláng” delivery-to-person solution has been deployed in nearly 20 cities with over 20 “Zhìláng warehouses.” Through deep application of the “delivery-to-person” model, they achieved high-density storage and rapid picking of millions of SKUs, significantly improving warehouse space efficiency and operational productivity.

On March 12, the reporter learned from Cainiao Smart Logistics Network Co., Ltd. (“Cainiao”) that by 2026, Cainiao will establish large-scale robot warehouse networks in key markets such as Hong Kong, the United States, and Europe to support multiple cross-border e-commerce platforms and cross-border merchants’ local shipping and delivery.

“With the advent of the AI era, we are accelerating the integration of AI and robotics into our global supply chain network to enhance consumer experience,” said Shuai Yong, Vice President of Cainiao and General Manager of the Global Supply Chain Business Division.

Additionally, Beijing JZJ Technology Co., Ltd. released the world’s first general humanoid robot Gino 1 designed for warehouse scenarios this year. This humanoid robot has achieved a breakthrough by covering the main manual operation scenarios within warehouses, leading the industry in transitioning from mobile intelligence to operational intelligence.

From the perspective of industry competition and supply chain strategy, large-scale deployment of automated warehousing networks is not only an upgrade of logistics efficiency but also a key measure for companies to respond to changes in the global trade environment and rebuild international supply chain resilience.

Guo Tao believes that automated warehousing networks, integrating embodied robots and intelligent sorting technologies, are centered on building standardized cross-border logistics node networks. By establishing warehouses in core markets in Europe and America, they become “overseas footholds” for Chinese products’ “going abroad,” making the entire process from domestic factories to overseas consumers smoother. Technological penetration not only directly optimizes operational costs but also enhances customer loyalty through improved service quality, thereby promoting sustainable business cycles.

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Editor: Gao Jia