As policy dividends continue to be released and technological innovation deeply penetrates, China's logistics industry is bidding farewell to the old era of "scale expansion" and entering a new cycle of "value creation". The "Excellence Index 2025 Logistics Warehousing and Infrastructure Investment Development Report" released by the Opinion Index Research Institute in December 2025 reveals the core logic: the acceleration of cross-border logistics globalization and the deepening of supply chain network ecology are driving the industry from "cost competition" to "value competition". From January to October 2025, 32 key logistics projects will be implemented and promoted, with a construction area of over 6.24 million square meters. Behind this is the precise layout of 48.8 billion yuan of capital, completely breaking the single logic of traditional warehousing. The new network composed of smart hubs, cross-border nodes, and supply chain centers is reshaping the global logistics competition pattern.

Activate new driving forces for logistics transformation

The explosive growth of the industry cannot be separated from the resonance of policies and capital. The policy dividends intensively introduced at the national level have built a "four beams and eight pillars" for the high-quality development of the logistics industry: the top-level design of the "dual circulation" pattern is connected, and measures such as cross-border e-commerce support, improvement of cross-border delivery system, and strengthening of overseas warehouse construction are taken to pave the way for Chinese goods to export overseas; The Special Action Plan for Accelerating the Development of Smart Supply Chain promotes the deep integration of artificial intelligence, Internet of Things, blockchain and other technologies with logistics, and accelerates the large-scale application of new scenarios; The Implementation Plan for Promoting Open and Interconnected Logistics Data to Effectively Reduce Logistics Costs in the Whole Society, jointly issued by the National Development and Reform Commission and 10 other departments, focuses on the entire chain from data collection, standard specifications to shared applications, breaks through data bottlenecks in multimodal transport, and provides institutional guarantees for cost reduction and efficiency improvement in the industry. At the same time, the strengthening of key information infrastructure security and data encryption policies has further strengthened the security bottom line of smart logistics in innovation.

Capital's sense of smell is always sharp. The 48.8 billion yuan investment is not blindly expanding, but precisely investing in the core track of logistics transformation. In terms of investment scale, the average investment amount for a single project exceeds 1.5 billion yuan, with billion yuan level projects such as Dongjiu Xinyi Smart City Logistics Valley and Zhongtong Huazhong Headquarters becoming mainstream; From the perspective of investment direction, capital has completely bid farewell to the "heavy asset stacking" of traditional warehousing, and instead focused on high-value areas such as intelligent upgrading, cross-border network layout, and multimodal transport integration, promoting the logistics industry to shift from "hardware competition" to "ecological competition" and injecting Chinese capital into the restructuring of the global supply chain.

From 'single point breakthrough' to 'global networking'

The logistics investment layout in 2025 presents a distinct feature of "domestic weaving network, global distribution", and the dual improvement of efficiency and coverage is behind the spatial reconstruction.

The layout rhythm of the domestic market is clear and orderly: in the first half of the year, we focused on comprehensive logistics hubs and industrial supply chain centers, promoting the upgrading of logistics networks from "isolated points" to "interconnected networks". The first phase of the Zhongyuan Multimodal Transport International Hub Project, invested 1.5 billion yuan by SF Express, has opened, integrating road, railway, and aviation resources to build a multimodal transport system that radiates the Central Plains and connects the whole country, achieving seamless connection between different modes of transportation; In the second half of the year, the dual wheel drive of "intensive express headquarters+cross-border network globalization" will be launched. Zhongtong Express has sparked a wave of regional headquarters construction, with a total investment of over 7.7 billion yuan and a total construction area of 1.42 million square meters in the four major regional headquarters of Central China, North China, Fujian and Taiwan, and Southwest China. In addition, with the landing of the North China headquarters of the supply chain, the layout of "multiple headquarters nationwide and strong regional network" has achieved a qualitative leap in the response time of express delivery.

Cross border layout highlights the strategic wisdom of "regional focus+mode output". Chinese logistics companies are no longer satisfied with the simple layout of setting up warehouses overseas, but are replicating the mature "technology+model" in China to the world: the landing of JD Production and Development Dubai Intelligent Logistics Park marks the successful rooting of the Chinese solution of "intelligent warehousing+digital operation" in the Middle East market; Prolos Qingyuan Fashion Technology Innovation Valley, with a scale of 420000 square meters, has attracted leading cross-border e-commerce companies from around the world to settle in, becoming a dual hub for industrial spillover and fashion industry going global in the Greater Bay Area. Under the core model of "overseas warehouse+local delivery", Cainiao's Mexico warehouse fills the gap in the Latin American market, while Jiacheng International's East China cross-border e-commerce core warehouse provides a full chain service of "domestic collection overseas delivery", making the "last mile" of cross-border logistics no longer a problem and forming a global warehouse network system covering Southeast Asia, the Middle East, Europe, and Latin America.

From 'efficiency improvement' to 'ecological innovation'

If layout reconstruction is the "skeleton" of the logistics industry, then technological innovation is the "blood" injected with vitality. In the logistics investment projects of 2025, "technology empowerment" will become the core mainline, and digital, intelligent, and unmanned technologies will move from pilot projects to large-scale applications, completely changing the industry ecology.

In the field of smart warehousing, unmanned operation has become a standard configuration for benchmark projects. JD (Bao'an) Intelligent Industrial Park invests 1.36 billion yuan to deploy intelligent sorting robots, unmanned forklifts and other equipment, creating a fully automated intelligent warehousing sample throughout the entire process; Dongjiu Xinyi Smart City Logistics Valley has invested 6.6 billion yuan to introduce digital twin and AI scheduling technology, achieving intelligent management of the entire process of park operation and improving warehousing efficiency by more than 30%. In the cross-border logistics scenario, technology has solved many pain points in cross-border operations: Overseas Warehouse Group achieves real-time monitoring of inventory dynamics through the Jifeng WMS system, with an accuracy rate of up to 99%. AI algorithms optimize delivery paths to reduce vehicle empty driving rates by 15%, and intelligent customer service in 20+languages has increased problem resolution rates to 92%.

More noteworthy is that technology is driving the logistics industry to open up new growth poles. Shunfeng Cheyi Bao'an Low altitude Intelligent Logistics Operation Center explores the integrated air ground model of "unmanned aerial vehicle trunk transportation+ground distribution", deeply integrating the low altitude economy with the logistics industry; Logistics services in emerging fields such as commercial aerospace, cold chain logistics, and new energy support are constantly improving. Overseas Warehouse Group provides "constant temperature storage+targeted distribution" services for batteries, customizes exclusive logistics solutions for different segmented industries, and realizes the transformation from "universal services" to "precise empowerment". Technology has not only replaced the "internal competition" of human resources, but also made the logistics industry an important application scenario for new quality productivity.

The investment of 48.8 billion yuan is not only a capital bet, but also a declaration for China's logistics industry to move towards the high-end of the global supply chain. From policy guidance to capital assistance, from layout reconstruction to technological empowerment, from subject upgrading to ecological construction, China's logistics is undergoing comprehensive transformation, weaving a dense global supply chain network, and accelerating the transition from a "logistics power" to a "logistics powerhouse". In this wave of global supply chain restructuring, Chinese logistics companies are using technology as their blade, network as their foundation, and ecology as their soul to write a new era of logistics.Editor/Bian Wenjun