The Final Link in the Chain Is Under Attack
Chinese-backed delivery networks are expanding across the United States, competing directly with UPS, FedEx, and USPS. These networks serve sellers across all major U.S. marketplaces — Amazon, Walmart, TikTok Shop, Temu, and Shein. When foreign entities control the factory, the marketplaces, the warehouse, AND the delivery truck — that's end-to-end foreign control of American commerce.
UniUni — The Largest Chinese-Backed U.S. Delivery Network
$285M
Total funding raised
65%
of U.S. population covered
1M
packages delivered daily
Company Profile
Founded 2019 in Vancouver by Peter Lu (Shanghai Jiao Tong University). Total equity financing: $202 million confirmed. Revenue growth: 12,854% over three years (Deloitte Fast 50). Delivers 1 million packages daily across North America.
Source: BetaKit; The Logic
Chinese-Linked Investors
Alibaba's venture capital arm
Invested since founding
Sinovation Ventures
Beijing-based, founded by Kai-Fu Lee — co-led $70M Series D (July 2024)
Rockets Capital
Beijing-based PE firm — led $30M round (Nov 2024) and $116M round (March 2026)
Source: BetaKit; T-Net/BC Technology
Key Clients
Shein
Routes ~40% of North American volume through UniUni
Temu
~30% of volume; by 2025, 90% of standard orders go to UniUni post-customs
Source: TechCrunch; The Logic
Labor Concerns
Gig drivers paid $1.50–$2.20 per package. FLSA lawsuit filed March 2026 in Western District of Texas (Chasco et al v. UniUni Logistics, Inc.) alleging below-minimum-wage pay without overtime on 16+ hour delivery routes.
Source: eMarketer; Justia Court Docket
Other Chinese-Backed Delivery Networks
SpeedX
Ultra-low-cost last-mile carrier with subsidized pricing. Foreign-linked logistics expansion across major U.S. metro areas.
PiggyShip
Crowdsourced Chinese delivery network operating in North America
GOFO Express
Chinese-origin last-mile logistics serving e-commerce platforms
TikTok's Logistics Power Grab
TikTok Shop tried to force all U.S. sellers to use TikTok-controlled logistics — a move that would have given a Chinese-linked platform control over American sellers' entire fulfillment pipeline.
Timeline
TikTok Shop notifies U.S. sellers: independent shipping will be discontinued
Announced start date for mandatory transition to TikTok logistics
Deadline: all sellers required to use Fulfilled by TikTok (FBT), TikTok Shipping, or Collections by TikTok
TikTok reverses the mandate after intense merchant backlash. "Seller Shipping remains unchanged."
Note: Cross-border sellers (shipping from outside the U.S.) MUST still use TikTok logistics exclusively. The reversal only applies to U.S.-based sellers. Some merchants had already planned to scale back or exit TikTok Shop entirely before the reversal.
Source: Easyship; Modern Retail; Adweek
Why Last-Mile Control Matters
Who controls pricing?
Platform-scale volume lets Chinese logistics negotiate better UPS/FedEx rates than smaller U.S. 3PLs and domestic brands. Lower shipping → lower prices → more volume → even lower rates. An artificial cost advantage U.S. companies cannot match.
Who controls delivery during a crisis?
If foreign-aligned logistics networks handle a significant share of U.S. last-mile delivery, what happens during a trade dispute, pandemic, or geopolitical crisis? Supply chains are strategic infrastructure.
Who controls the data?
Last-mile delivery generates granular data: what Americans buy, where they live, when they're home, what they'll pay. This data flows to platforms ultimately controlled or influenced by Chinese parent companies.