The surging demand for logistics systems brought about by the vigorous development of e-commerce makes urban traffic more and more congested. The need for a sustainable transition in terms of urban transportation infrastructure also encourages the further innovation of logistics systems. The urban underground logistics system (ULS) emerges as a promising alternative for realizing efficient large-scale freight distribution in megacities. However, there are relatively few studies that have explored the factors that determine the uptake of ULSs in practice. This paper thus aims to identify the critical success factors of ULSs throughout project life cycle stages. Firstly, a desktop study and a study using the Delphi method were conducted to extract the critical success factors (CSFs) of ULS projects. Secondly, a questionnaire survey was conducted to collect data on the perceived significance of the selected success factors from ULS professionals. Thirdly, the intergroup comparison of the significance of CSFs and exploratory factory analysis were used to ascertain the critical factors and latent determinants influencing the development of ULS projects. In total, 36 CSFs in the four life cycle stages of ULS projects were finalized. The identified factors represent the seven latent determinants in developing a ULS project, namely, overall feasibility and acceptance of the ULS, prototype system, and business model, competence and resources for ULS construction and operation, station layout and intermodal transportation, government policies and incentives, long-term planning of the underground space and logistics network, and market investigation and forecasting. The research findings of the paper help guide practitioners and policy makers on decisions made during ULS planning and construction and provide a reference performance evaluation framework for ULS projects.

The implementation of the urban underground logistics system (ULS) can effectively mitigate the contradiction between the surging logistics demand and the increased negativity of urban logistics. The widespread implementation of ULS still suffers from a lack of research into its operation in the marketplace, although the research on ULS system technology and network design appears to be sufficient. A new supply chain for logistics service based on ULS (ULS-SSC) was proposed, as ULS embedded in the urban logistics system could lead to the evolution of the role of supply chain participants. This article analyzed the organizational structure and operation characteristics of ULS-SSC and designed a top-down ULS-SSC operation process model based on the designed functional structure and subsystems relationship using the hierarchical colored Petri net (HCPN). The simulation results show that the integrated information management platform based on ULS can integrate urban logistics service supply chain resources and operate effectively under the two main service modes designed. The high-time delay intermediate links can be upgraded by system optimization, and the links with initial pickup and terminal distribution can be improved through outsourcing and supply chain collaboration. The findings provide new insights into the feasibility of the operation of ULS in the market and help stimulate the implementation of ULS.