Core Viewpoint - Chinese companies are increasingly shifting focus from domestic markets to global markets, driven by the need for rapid delivery and efficient logistics systems [2][6][7]. Group 1: Global Expansion and Competition - The competition in the delivery sector is intensifying, with Chinese companies leveraging global logistics networks to deliver fresh produce worldwide [3][4]. - JD.com announced plans to acquire CECONOMY, a German retail giant with 1,000 stores, marking a significant move in the European e-commerce landscape [6][25]. Group 2: Evolution of Export Models - The export journey of products like Chinese lychees and cherries illustrates the complexities of international logistics and the need for precise coordination among various stakeholders [12][13]. - Historically, Chinese companies faced challenges in establishing independent channels abroad, but the rise of cross-border e-commerce has allowed for more collaborative approaches [14][15]. Group 3: Challenges in Current Models - Current export models face issues such as low profit margins due to price competition and supply chain responsiveness challenges, leading to a proliferation of low-quality products in international markets [16][29]. - The shift from "borrowing boats" to "building boats" signifies a move towards creating robust retail systems that integrate logistics and brand management [17][19]. Group 4: New Retail Models - The "light" model involves platforms providing basic support while brands manage inventory, suitable for sellers with differentiated products [20]. - The "heavy" model, akin to JD's approach, integrates logistics, quality control, and customer service, allowing brands to maintain pricing power and brand identity [21][23]. Group 5: Long-term Strategy and Investment - JD's strategy emphasizes building long-term infrastructure and capabilities in overseas markets, focusing on quality and speed rather than short-term gains [31][30]. - The "Three Mao Five" theory reflects JD's commitment to equitable profit distribution among partners, fostering a sustainable business ecosystem [33][34].
有可能在海外再造一场“外卖大战”吗？