2024年中国跨境仓储市场研究：机遇与挑战并存的全球化物流新时代（摘要版）

Investment Rating - The report does not explicitly state an investment rating for the cross-border warehousing industry Core Insights - The cross-border warehousing market in China is experiencing significant growth, with over 2,500 overseas warehouses established by mid-2024, covering more than 30 million square meters, primarily serving cross-border e-commerce [11][74] - The evolution of overseas warehouses has reached a 3.0 era characterized by the integration of information technology and value-added services, enhancing efficiency and personalization in service delivery [10][62] - The demand for overseas warehouses is driven by the increasing complexity of cross-border e-commerce logistics, with a shift from single warehousing to comprehensive service offerings that include logistics, after-sales, and customized services [10][12] Summary by Sections Overview of China's Cross-Border E-commerce Industry - Cross-border e-commerce has become a vital force in China's foreign trade, with a total import and export volume of 1.25 trillion yuan in the first half of 2024, marking a 13% year-on-year increase [30][34] - The export volume reached approximately 979.9 billion yuan, growing by 18.7%, while imports decreased by 3.9% to about 266.4 billion yuan [30][34] - The number of cross-border e-commerce enterprises in China has reached 70,953, with Guangdong province leading with 14,799 registered companies [37] Overview of China's Cross-Border Warehousing Industry - The number of overseas warehouses in China has rapidly increased, with over 1,800 warehouses dedicated to cross-border e-commerce, covering more than 22 million square meters [11][74] - The overseas warehouse model is favored for its ability to provide faster delivery times and lower logistics costs, especially for high-value and large-sized products [62][70] - The report highlights the advantages of overseas warehouses, including reduced logistics costs for heavy items, faster local delivery, and improved customer satisfaction through better after-sales service [66][70] Development Trends and Market Dynamics - The report indicates a growing trend towards semi-managed models by major cross-border e-commerce platforms, which is expected to increase the demand for overseas warehouses [12] - The rising costs associated with Amazon's FBA services have led to a surge in demand for third-party overseas warehouses, with major players like Guozi and Yunda dominating the market [13] - The B2C export e-commerce supply chain solutions market is projected to reach 410.3 billion yuan by 2024, driven by the increasing adoption of overseas warehouse models [47][48]