SF Holding(SZ:002352) Sou Hu Cai Jing·2025-05-29 04:25Core Insights - The logistics efficiency and supply chain stability are critical factors determining competitiveness in the booming cross-border e-commerce industry [1] - Yulily and SF Express are collaborating to enhance logistics channels, cross-border transportation, and overseas warehousing to invigorate the cross-border e-commerce sector [1] Group 1: SF Express - SF Express has established a comprehensive logistics network that integrates "Sky Network + Ground Network + Information Network," enabling global logistics coverage [3] - The "Overseas Cloud Warehouse" project by SF Express utilizes digital management to optimize logistics processes and improve inventory management efficiency, addressing challenges in overseas warehousing and delivery for cross-border e-commerce [3] - SF Express's strategic location at the Ezhou Huahu Airport serves as a key logistics hub in Central China, enhancing its operational efficiency [3] Group 2: Yulily - Yulily aims to create a digital global cross-border e-commerce ecosystem, emphasizing logistics delivery as a foundational guarantee for its development [5] - The company plans to build overseas warehouses and utilize community delivery to address logistics pain points while collaborating with third-party logistics providers to reduce costs and enhance user experience [5] - Yulily's logistics network is designed to support its global e-commerce expansion, providing better services to consumers and brand merchants [5] Group 3: Collaboration Insights - The selection of overseas warehouse locations should consider market demand, logistics hubs, and policy environments, focusing on regions with high cross-border e-commerce consumption [7] - A resource complementarity cooperation model is proposed, where Yulily provides traffic and e-commerce data while SF Express offers logistics network and warehousing management [8] - Key considerations in cross-border logistics include customs compliance, logistics timeliness, and risk prevention, with strategies for high-value goods and insurance for transportation risks [9][10] Group 4: Future Prospects - The collaboration between Yulily and SF Express represents a significant practice of resource integration and mutual advantage, aiming to enhance the shopping experience for global consumers [12] - The ongoing partnership is expected to drive innovation and upgrades in the cross-border e-commerce industry, creating new growth opportunities for both companies [12]