Group 1: Key Developments in Cross-Border E-Commerce Logistics - TikTok Shop in Southeast Asia has implemented a new logistics policy allowing buyers to cancel eligible cross-border direct orders before the order status changes to "shipped," addressing the long-standing issue of order cancellation difficulties [4][6] - Cainiao has established a cross-border logistics network for mutual parcel delivery among six Gulf countries in the Middle East, achieving delivery within three days, marking a significant milestone for Chinese logistics companies [6][8] - JD Logistics launched its new self-operated B2C express brand "JoyExpress" in Saudi Arabia, offering services such as same-day and next-day delivery, enhancing its logistics network in the region [8][10] Group 2: Changes in Logistics Costs and Market Dynamics - FedEx and UPS have resumed additional fees for imports from China, with UPS charging $0.29 per pound for excess fees starting April 13, indicating rising logistics costs for cross-border e-commerce [10][12] - The resumption of these fees, combined with the cancellation of the $800 tax exemption for goods, signifies the end of the low-cost logistics era for cross-border e-commerce, prompting sellers to adjust their operational strategies [12][24] Group 3: Market Expansion and IPO Activities - LianLian International and logistics giant JCtrans announced a strategic partnership to launch the "Southeast Asia Logistics Enterprise Support Program," aimed at improving operational efficiency and cash flow in the logistics sector [12][14] - JiHong Co. plans to go public on the Hong Kong Stock Exchange, with an expected fundraising of approximately HKD 617 million, to enhance its R&D and expand its market presence [15][17] - ShunYou Logistics has submitted its IPO application to the Hong Kong Stock Exchange, attracting significant market attention due to its established position in cross-border e-commerce logistics [17][18] Group 4: Company Performance and Financial Results - Lege Co. reported a 45.33% increase in revenue to CNY 5.67 billion for 2024, but its net profit dropped by 46.99% to CNY 336 million, highlighting challenges in its overseas warehouse business [22][24] - The company's logistics revenue now accounts for 42.74% of its total revenue, a significant increase from less than 6% in 2021, reflecting its transition to a comprehensive service provider [24]
复盘跨境电商物流服务商大事件：TikTok Shop东南亚推新政 菜鸟布局中东六国
Sou Hu Cai Jing·2025-07-10 14:18