Need for speed: Alibaba ramps up China instant commerce push with Cainiao and Tmall tie-up

South China Morning Post - Dec 19, 2025

Alibaba Group’s logistics arm Cainiao and online grocery business Tmall Supermarket are teaming up to expand fulfilment infrastructure and speed up deliveries, as the Chinese e-commerce giant ramps up its efforts in China’s fast-growing instant commerce battle to fend off rivals such as JD.com and Meituan. Cainiao will launch new or expand instant commerce warehouses for Tmall Supermarket across 31 mainland Chinese cities by the end of January 2026, it said in a statement on Thursday. Alibaba...

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