跨境电商
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2024-2025年第三方海外仓行业分析与展望报告
Sou Hu Cai Jing· 2025-07-24 01:15
Core Insights - The third-party overseas warehouse industry is transforming from a supplementary role in the supply chain to a core component of global trade efficiency, driven by the restructuring of global trade patterns and the growth of cross-border e-commerce [1][13]. Industry Positioning - Overseas warehouses are defined as storage facilities established abroad, optimizing cross-border logistics through a model of "bulk export, pre-storage, and local fulfillment." They are categorized into three types: third-party warehouses, platform-operated warehouses, and self-built warehouses by large enterprises [2][20]. - The three types of warehouses are not mutually exclusive but rather form a dynamic competitive ecosystem. For instance, nearly half of Amazon sellers use a combination of FBA and third-party warehouses, indicating a significant market opportunity for third-party warehouses [2][26]. Growth Drivers - The revival of the overseas warehouse industry is influenced by multiple factors, including rising global trade protectionism, strategic adjustments by cross-border e-commerce platforms, and uncertainties in the logistics environment [3][4]. - The shift in inventory cycles towards replenishment and supportive national policies are also contributing to the industry's growth [4]. Market Landscape - The overseas warehouse market is characterized by regional differentiation, with North America leading and emerging markets like Southeast Asia becoming new growth engines. China's overseas warehouse count is projected to grow from over 2,000 in 2021 to over 2,500 by 2024 [5][6]. - The service provider landscape shows significant stratification, with 56.25% being small warehouses and only 17.19% classified as large warehouses, indicating low industry concentration [5]. Service Evolution - Service offerings are evolving from basic warehousing to value-added services, with customized solutions becoming a competitive focus. Companies are leveraging technology to optimize logistics costs and enhance service delivery [6][7]. Competitive Landscape - The competition in the overseas warehouse industry is multi-dimensional, with small service providers facing survival pressures due to low automation and compliance capabilities. Leading companies are expanding their operations to consolidate their advantages [7][8]. - The bargaining power between merchants and service providers varies by scale, with small merchants prioritizing cost and larger merchants focusing on compliance and service quality [8]. Trend Outlook - The value of overseas warehouses is transitioning from a "cost center" to a "profit center," with demand extending beyond simple storage to include local distribution, after-sales service, and compliance consulting [9]. - Emerging markets like Southeast Asia and Latin America are expected to continue releasing potential, while mature markets will focus on efficiency improvements through advanced technologies [9].
7月24日早间新闻精选
news flash· 2025-07-24 00:03
Group 1 - The Ministry of Commerce announced that Vice Premier He Lifeng will attend Sino-U.S. economic and trade talks in Sweden from July 27 to 30 [1] - The Ministry of Public Security stated that current "smart driving" systems in cars have not achieved full "autonomous driving" capabilities, emphasizing that human drivers remain responsible [2] - The Ministry of Agriculture and Rural Affairs held a meeting to promote high-quality development in the pig industry, aiming to prevent drastic fluctuations in production and prices [4] Group 2 - Hangzhou Customs introduced 10 measures to support the high-quality development of cross-border e-commerce in Zhejiang, including expanding logistics channels and promoting return policies [6] - The China Nonferrous Metals Industry Association reported that the price of solar-grade polysilicon has increased by 12.23% week-on-week, with the average price at 46,800 yuan per ton [7] - U.S. President Trump announced plans to impose tariffs ranging from 15% to 50% on most countries [8] - The European Commission confirmed plans to impose tariffs on nearly 100 billion euros worth of U.S. goods if trade negotiations fail [9] Group 3 - *ST Zhengping announced uncertainty regarding participation in the Yarlung Tsangpo River downstream hydropower project [11] - Tesla reported Q2 revenue of $22.5 billion, a 12% year-on-year decrease, with net profit of $1.172 billion, down 16% [15] - Alphabet's Q2 revenue reached $96.43 billion, a 14% year-on-year increase, with Google Cloud revenue growing by 32% [16] Group 4 - IBM reported Q2 revenue of $16.98 billion, a 7.7% year-on-year increase, with net profit of $2 billion, up 20% [17]
帝王蟹进口枢纽!中国东北边境小城变身开放新前沿
Xin Hua She· 2025-07-23 13:07
Core Insights - The city of Hunchun in Jilin Province has become a major hub for the import of Russian king crabs, with 80% of China's king crab imports passing through this non-coastal city [3][4]. Group 1: King Crab Import Dynamics - Hunchun is responsible for shipping 4 out of every 5 Russian king crabs consumed in China, with an average daily sale of 150 crabs from the local exhibition hall during peak season [1][3]. - In 2024, Hunchun is expected to import approximately 1.5 million king crabs, valued at 3.31 billion yuan, which constitutes over 80% of the national total [3][4]. - The city has improved customs efficiency significantly, allowing for rapid processing times, with some drivers completing inspections in just a few minutes [3]. Group 2: Cross-Border E-commerce Growth - Hunchun's cross-border e-commerce trade has surged from 43 million yuan in 2018 to 6.6 billion yuan in 2024, with 17 companies achieving annual trade volumes exceeding 100 million yuan [6]. - The city has established itself as a logistics node for cross-border e-commerce, facilitating direct road transport to Moscow and launching dedicated freight lines to Vladivostok [6]. Group 3: Tourism and Cultural Exchange - The city is experiencing a rise in tourism, with over 260,000 people crossing the border through Hunchun in the first half of the year [6][8]. - The introduction of self-driving tours for Russian tourists has streamlined the process of entering China, with quick processing times for necessary permits [8].
7.4亿美元的冷门赛道,也是被它闯出来了
Hu Xiu· 2025-07-23 11:49
Core Insights - The global pet cooling products market is experiencing significant growth, driven by factors such as rising temperatures and increased pet health awareness, with sales of products like cooling mats, cooling clothing, and pet ice cream surging in various hot countries [1][2][6] Market Overview - The global pet cooling products market is projected to reach $740 million in 2024 and exceed $1.2 billion by 2027, indicating a shift from a niche market to a new necessity in cross-border markets and a growth area for Chinese manufacturing [2] - The search and purchase interest in pet cooling products has been steadily increasing ahead of the summer of 2025, reflecting a broader trend rather than a coincidence [3] Product Trends - Keywords such as "summer," "sun protection," "cooling," and "breathable" are prevalent in product titles across platforms, indicating high consumer interest in cooling products [4] - Specific products like self-cooling mats have seen a 35% year-on-year increase in search volume, while lightweight cooling products have experienced a 50% increase in searches [4][9] - The pet cooling economy is evolving from a low-frequency necessity to a multi-scenario, high-margin category, with innovative products emphasizing emotional experience and visual appeal [10][11] Consumer Behavior - The perception of pets as family members has led to increased spending, with U.S. pet owners spending an average of $4,366 annually per pet, and Gen Z spending even more [7] - Concerns about pets overheating have become a significant issue, with social media amplifying this anxiety and driving demand for cooling products [8][10] Supply Chain Dynamics - Chinese manufacturers are adapting to the demand for cooling products year-round by leveraging global markets, including the Southern Hemisphere and tropical countries, to achieve continuous sales growth [12][20] - The supply chain is characterized by a tiered export system, with different regions in China specializing in various market segments, from low-end to high-end products [14][18][23] Challenges and Barriers - Despite the booming market, Chinese companies face challenges such as rising product standards, user awareness, and brand building, which are becoming significant barriers to entry in mature global markets [27][34] - Product safety and compliance with international regulations are increasingly critical, especially for items that directly contact pets [28] - Consumer understanding of cooling products remains low, with many relying on weather conditions or social media recommendations rather than a genuine understanding of product benefits [30][31] Future Outlook - The pet cooling market is expected to continue growing, with the potential for year-round demand and the emergence of innovative products that cater to evolving consumer needs [35][36]
上半年广州进出口首次突破6000亿元大关
Zhong Guo Xin Wen Wang· 2025-07-23 08:00
Group 1 - In the first half of the year, Guangzhou's total import and export of goods reached 605.05 billion yuan, marking a historical breakthrough of 600 billion yuan, with a year-on-year growth of 15.5% [1] - The number of foreign trade enterprises with import and export performance in Guangzhou reached 23,000, an increase of 10.3%, with over 600 enterprises exceeding 100 million yuan in import and export, an increase of nearly 60 compared to the same period last year [1] - Exports of "new three items" including electric vehicles, lithium batteries, and photovoltaic products grew by 30.8%, while beauty and personal care products saw a remarkable increase of 49.9% [1] Group 2 - In the second quarter, industrial production in Guangzhou gradually improved, and the consumer market continued to recover, leading to an expansion in import growth [2] - Imports of electromechanical products increased by 12.9%, with integrated circuits, aircraft parts, and packaging machinery seeing growth rates exceeding 20% [2] - Overall import of consumer goods grew by 6.4%, with various categories such as food, textiles, household equipment, and daily chemicals all experiencing growth [2]
建湖县高作镇举办专题培训探索跨境电商新机遇
Sou Hu Cai Jing· 2025-07-22 22:31
来源:中国报道网 下一步,高作镇将以此次培训为契机,依托"统战+商会+新阶层"工作矩阵,共同营造良好的跨境电商 发展环境,为乡村振兴战略的实施和高作经济繁荣贡献力量。(孙芸 陆建军) 为推动本地企业拓展国际市场,抢抓跨境电商发展机遇,日前,盐城市建湖县高作镇统战办联合高作镇 商会、建湖县新联会高作分会,成功举办了"探索跨境电商新机遇"专题培训班。活动旨在为本地企业、 创业青年及涉农经营主体提供前沿知识、实用技能与政策指导,助力其利用跨境电商新业态开拓海外市 场,促进产业升级和乡村经济多元化发展。 本次培训采取"理论讲解+案例分析+互动答疑"相结合的形式,讲师结合自身丰富经验,分享了大量真 实案例和实战技巧,内容深入浅出,实用性强,为参训学员提供了清晰、可操作的出海路径。现场学习 氛围浓厚,学员们踊跃提问,就自身在跨境电商实践中遇到的选品、物流、营销、合规等问题与讲师进 行了深入交流。 学员们普遍反映,此次培训内容充实、针对性强,解开了许多实际操作中的困惑,对开拓国际市场充满 信心。他们表示将把所学知识应用到实际经营中,积极探索跨境电商业务,让更多本地优质产品走向世 界。 活动现场,高作镇统战负责人表示,此次培 ...
调查 | 美妆批发,有机会重新崛起吗?
FBeauty未来迹· 2025-07-22 15:14
Core Viewpoint - The article highlights the transformation of the beauty wholesale market in Wuhan's Han Zheng Street, emphasizing the search for new business models and value amidst significant changes in the beauty industry ecosystem [2][5]. Group 1: Current Market Dynamics - The wholesale market has traditionally handled the "dirty work" of the beauty retail chain, acting as a crucial link between brands, distributors, and manufacturers while facing challenges like gray market operations [4]. - Currently, the wholesale market serves as both a "reservoir" and a "transit station," addressing issues of overproduction and mismatched market demand by providing new distribution channels for unsold goods [5]. - The majority of wholesale businesses now focus on domestic beauty brands, with 90% of products being domestic, as international brands struggle to maintain profitability [5][8]. Group 2: Shifts in Business Models - Wholesale operators are increasingly targeting second- and third-tier brands, which offer stable quality and a well-controlled pricing system, ensuring product authenticity and reasonable profits across the supply chain [9]. - Some wholesalers are strategically transforming their operations by initiating joint procurement of popular and trending products to enhance price competitiveness and customer loyalty [9]. - The rise of live-streaming commerce has shifted the core clientele of wholesalers from traditional cosmetic stores to more flexible supply chain partners like live-streaming hosts, allowing for real-time inventory adjustments and "zero inventory operations" [11]. Group 3: Changes in Retail Relationships - Traditional cosmetic stores are distancing themselves from wholesale channels, opting for direct procurement from brands or agents to ensure product quality and service support [14]. - The shift towards online procurement is evident, with many retailers reducing their reliance on wholesale markets, even for popular consumer goods [14]. - The transformation of the wholesale model is exemplified by the Linyi wholesale market, which has adopted a dual business model of e-commerce live streaming and offline wholesale [16]. Group 4: Future Outlook and Policy Support - The article notes that the traditional wholesale market is undergoing profound changes, with the need for adaptation to survive in a competitive landscape where profit margins are shrinking due to increased price transparency from e-commerce and community group buying [21]. - The Chinese government's action plan aims to enhance the quality of the wholesale and retail sectors by promoting innovation, digital transformation, and the integration of domestic and international trade [24][25]. - The article concludes that while the golden age of traditional wholesale markets has passed, new opportunities are emerging for those willing to adapt to the evolving market landscape [25].
广州上半年外贸增长15.5%,创历史同期新高
2 1 Shi Ji Jing Ji Bao Dao· 2025-07-22 08:49
Core Insights - Guangzhou's foreign trade environment is becoming increasingly efficient, supporting companies like Miniso in expanding their international markets [1][5] - The city's foreign trade import and export total reached 605.05 billion yuan in the first half of the year, marking a 15.5% year-on-year increase, a historical high for the same period [2][7] Group 1: Trade Expansion Initiatives - Guangzhou is leveraging exhibition resources to accelerate companies' overseas expansion, with over 200 local enterprises participating in the 2025 Asia Fashion (Thailand) exhibition, resulting in over 20,000 intended orders [3] - The 137th Canton Fair saw over 900 participating enterprises from Guangzhou, generating an intended transaction amount of 2.7 billion USD, a record high [3] - The city is providing substantial support for enterprises participating in over 300 overseas exhibitions in 2025, offering up to 80% subsidies for booth fees [3] Group 2: Export Growth - In the first half of the year, exports of Guangzhou's self-owned brand electromechanical products grew by 14%, integrated manufacturing technology exports surged by 51%, and clothing exports increased by 19% [4] - The cross-border e-commerce "9610" export model has effectively boosted the export of traditional advantageous products such as clothing, bags, and small appliances [4] Group 3: Policy and Infrastructure Improvements - Guangzhou's "Yiqi Xing" enterprise service initiative has conducted over 50 policy briefings, serving more than 4,000 enterprises and enhancing government-enterprise interaction [5] - The city has implemented four nationally pioneering measures to facilitate trade, including a new cross-border e-commerce export model and a global data service platform for battery-powered goods [6] - The establishment of the "Sui-Hong Kong Automobile Export Fast Track" has significantly reduced the vehicle registration wait time from 14 to 3 working days [5] Group 4: Trade Statistics - In the first half of the year, Guangzhou's bonded logistics imports and exports reached 56.65 billion yuan, a growth of 29.9% [7] - Trade with the European Union amounted to 105.24 billion yuan, increasing by 30.5%, while trade with ASEAN reached 101.91 billion yuan, up by 36.7% [7] - Trade with countries involved in the Belt and Road Initiative totaled 282.41 billion yuan, reflecting a growth of 26.2% [7]
聚焦智能绿色物流,飞融跨境电商参与2025泰国国际物流展昆明路演
Sou Hu Cai Jing· 2025-07-22 06:07
Core Insights - The 2025 Thailand International Logistics Exhibition promotional roadshow was successfully held in Kunming, focusing on new opportunities in cross-border logistics [1] - The event was co-hosted by the Thai Ministry of Commerce's International Trade Promotion Department and Thai Exhibitions Company, gathering industry elites [1] - The exhibition will take place from August 20-22 at the Bangkok International Trade and Exhibition Centre, featuring a wide range of logistics services and innovations [1][5] Industry Overview - The exhibition is the eighth ASEAN 10+6 logistics industry event, showcasing 415 brands from 25 countries and integrating over 10,000 logistics service providers and users [5] - Key areas of focus include material handling, packaging, warehousing, logistics information technology, and various transportation services [5] - The event will also host trade logistics seminars and forums to provide professional knowledge and networking opportunities for participants from diverse sectors [5] Company Engagement - The company has maintained a deep collaboration with the exhibition organizers, establishing strong relationships with the Thai Ministry of Commerce and various logistics associations [8] - The company aims to explore new logistics technologies and solutions at the exhibition to further develop its cross-border e-commerce business [8]
新加坡力推无人驾驶巴士;中东成上半年汽车出口主要增量源;欧盟通过取消150欧元进口免税的政策;TikTok Shop墨西哥8月开放跨境店|一周「出海参考」
Tai Mei Ti A P P· 2025-07-22 03:21
Group 1 - Southeast Asia's first fully autonomous bus, Robobus, has commenced operations in Singapore, with plans to expand to 16 vehicles by next year [1] - Singapore's Ministry of Transport announced plans to integrate autonomous shuttle buses into the national public transport system by the end of 2025, starting trials in Punggol in Q4 of this year [1] - The current state of autonomous driving technology is deemed sufficient for large-scale deployment [1] Group 2 - Dubai is advancing its cashless strategy through a memorandum of understanding between the Dubai Digital Economy Chamber and the Dubai Finance Department, focusing on governance, innovation, and transitioning to a cashless society [2] Group 3 - Saudi Arabia is set to develop renewable energy projects with a total investment of $8.3 billion, achieving a record capacity of 15GW, including 12GW from solar and 3GW from wind [3] - These projects are expected to begin operations in the second half of 2027 and the first half of 2028 [3] Group 4 - Amazon plans to expand its same-day and next-day delivery services to over 4,000 small towns and rural areas in the U.S. by the end of 2025, benefiting millions of customers [4] - The number of items eligible for same-day or next-day delivery in the U.S. has increased by over 30% compared to the same period last year [4] Group 5 - TikTok Shop has launched the Q3 Southeast Asia Cross-Border Merchant Flywheel Plan PLUS, lowering entry barriers and offering incentives such as commission waivers for new merchants [5] - TikTok Shop will open a cross-border self-operation model in Mexico in mid-August, providing Chinese sellers with 90 days of commission-free sales [6] Group 6 - Temu aims to increase the proportion of local orders in the UK to 50% by the end of 2025, enhancing opportunities for local retailers [7] - Temu has opened its local seller program in Australia, allowing local businesses to join its global platform [8] Group 7 - Ozon has relaxed advertising restrictions, allowing sellers to promote individual products and choose billing methods [12] - eBay has introduced the "Durchstarter Plan," offering new sellers three months of zero commission to support their online business growth [14] Group 8 - China's automobile exports exceeded 3 million units in the first half of 2025, with the Middle East being a significant growth area [15] - China's cross-border e-commerce imports and exports reached approximately 1.32 trillion yuan in the first half of 2025, marking a 5.7% year-on-year increase [16] Group 9 - The global furniture e-commerce market has surpassed $260 billion and is expected to exceed $350 billion by 2027, with many brands shifting to independent sites [17] - The global smartphone market saw a 1% decline in shipments in Q2 2025, marking the first drop after six consecutive quarters of growth [18] Group 10 - PingPong has obtained a payment license in the UAE and is now providing payment services for SHEIN in Canada and the Middle East [19] - New cross-border e-commerce export channels have been opened by Southern Airlines Logistics, enhancing logistics efficiency [21]