电商下半场，下一代跨境链的「韧性战争」怎么打？

Core Insights - The article discusses the challenges and transformations in cross-border e-commerce logistics, highlighting the need for improved supply chain efficiency and resilience in response to global economic fluctuations [4][13]. Group 1: Challenges in Cross-Border Logistics - Founders like Zhou Ge of ZAPT faced significant logistical challenges, including unreliable shipping companies and unexpected cost increases, which reflect broader issues in global supply chains [3][4]. - Companies like Juxing Technology also experience complex cross-border logistics, with delays caused by various factors such as port strikes and customs clearance [3][4]. - The global retail e-commerce market, excluding China, is projected to reach $3.15 trillion by 2025, indicating that any supply chain disruptions can lead to substantial opportunities or losses [4]. Group 2: Evolving Supply Chain Strategies - The article emphasizes a shift in focus from traditional logistics to global supply chain capabilities, as new markets emerge in regions like the Middle East, Latin America, and India [4][8]. - Sellers are increasingly adopting Amazon's Fulfillment by Amazon (FBA) to enhance logistics efficiency, with Zhou Ge's team reporting a 1.5 times increase in sales after switching to FBA [7][8]. - Amazon's introduction of the Global Warehouse Distribution (GWD) system aims to simplify cross-border logistics for sellers, reducing storage costs by 20-40% and allowing for more flexible inventory management [10][12]. Group 3: Technological Innovations in Logistics - The integration of AI and data analytics is transforming logistics decision-making, allowing companies to optimize inventory management based on predictive analytics [16][21]. - Amazon's new operational technologies, including robotic systems and AI-driven solutions, are enhancing efficiency in warehouses, achieving a 25% improvement in processing times [20][21]. - The article highlights the importance of transitioning supply chain competitiveness from fixed assets to the quality of data and algorithms, particularly benefiting small and medium-sized enterprises [22][24]. Group 4: Open Supply Chain Infrastructure - Amazon's Supply Chain by Amazon (SCA) initiative modularizes logistics services, enabling sellers to utilize Amazon's infrastructure for various sales channels, thus enhancing operational flexibility [28][29]. - The use of Multi-Channel Fulfillment (MCF) has led to a 19% reduction in stockout rates and a 12% increase in inventory turnover for sellers [29]. - The article concludes that resilient supply chains are essential for navigating global trade uncertainties, allowing for quick adaptations to disruptions and maintaining consistent sales [32].