100 billion packages! How? Why? Wow！

In this episode of Round Table, Heyang, along with Steve Hatherly and Yushun, discuss China's booming delivery sector, which has already surpassed 100 billion parcels delivered in 2025. They attribute this growth to rising household incomes, the consumer goods trade-in program, and the convenience of e-commerce, noting a shift in consumer expectations towards fast and easy online shopping. The discussion covers the advancements in China's transportation infrastructure, the impact of shopping festivals, and the efficiency gained from dense urban environments and a tech-savvy workforce. They also address the sustainability of the labor-driven model given China's aging population and highlight the innovations in rural delivery systems, drawing comparisons to similar efforts by Amazon and Walmart in the US. The panel further explores the role of advanced technologies like AI, 5G, and IoT in optimizing delivery services, as well as the growing emphasis on green transportation and packaging solutions to mitigate the environmental impact of the massive delivery volume.