电商进入存量竞争时代：海外仓“打提前量”迎接市场未来增量

Group 1 - Mexico's e-commerce market has approximately 66 million buyers, with an average annual online spending of $580 per person, and is projected to have cross-border e-commerce account for over 40% of total e-commerce sales by 2024, positioning it as a growth hub in the Americas and potentially surpassing Brazil to become the largest e-commerce market in Latin America by 2026-2027 [1] - The North American market is pushing for Mexico's e-commerce potential, which remains largely untapped and is seen as a blue ocean opportunity outside the shadow of the United States [1] - The era of "warehousing and trading" is emerging, where overseas warehouses are used to penetrate target markets, with local inventory providing stability against market fluctuations [1] Group 2 - Major platforms like Amazon, SHEIN, and Temu are optimistic about Mexico's market potential and are competing with local giant Mercado Libre, which is stimulating the e-commerce landscape and benefiting sellers through multi-channel operations [3] - As buyer expectations for logistics speed increase and tariff policies tighten, the traditional direct shipping model is losing its edge, prompting more sellers to establish local overseas warehouses to reduce delivery times, lower tariff risks, and improve return processing efficiency [3] - The overseas warehouse market in Mexico is expected to maintain double-digit growth over the next 3-5 years, with early entrants that offer comprehensive and compliant services gaining a significant advantage [3]