一、FBA爆仓困局：增长需求与物流承载力的失衡 在跨境电商持续增长的背景下，物流体系的稳定性直接关系到卖家的运营成败。亚马逊FBA作为主流履约方式，虽然在日常运营中表现高效，却 始终难以摆脱销售旺季的周期性爆仓压力。仓库预约延迟、货物上架缓慢、库存周转失灵等问题，不仅导致订单履约滞后，更使卖家错失销售窗 口，甚至影响店铺权重与资金健康。应对这一系统性瓶颈，仅靠平台物流已显不足，而具备协同与弹性功能的美国海外仓，正成为越来越多卖家 构建抗风险供应链的核心选择。 FBA爆仓本质上是电商销售波峰与仓储处理能力固有限制之间的矛盾。旺季期间订单量激增，大量商品集中涌入主要仓库，远超其日常处理负 荷。这一方面源于消费者购物行为的季节性聚集，另一方面也与卖家为保销量而采取的集中备货策略有关。爆仓所引发的连锁反应深远——从入 仓延误、链接断货，到仓储成本攀升和消费者体验下降，最终侵蚀卖家的利润根基与市场竞争力。 二、海外仓的协同逻辑：构建弹性供应链网络 美国海外仓的核心作用在于通过"双仓联动"，为FBA体系注入弹性。卖家可将部分库存部署于海外仓，形成对FBA库存的动态补充与分流。具体 而言，其协同价值体现在以下几方面： 库存 ...

Core Insights - The article discusses the emerging trend of combining "FBA (Fulfillment by Amazon) and overseas warehouses" as a strategy for cross-border e-commerce sellers to manage costs and maintain operational flexibility in light of tightening platform policies [1][3]. Group 1: Cost Management - Many sellers previously relied solely on FBA, but rising storage fees and changing inventory management rules have increased costs and risks associated with this model [3]. - Overseas warehouses offer a cost advantage, being 30% to 50% cheaper than FBA, without seasonal surcharges [4]. Group 2: Operational Flexibility - The combination of FBA for driving traffic and overseas warehouses for flexible inventory management enhances sellers' ability to respond to sales fluctuations [3]. - The dual-track model allows sellers to improve inventory flexibility and risk resilience while controlling costs [3]. Group 3: Inventory Management - Overseas warehouses provide more lenient storage policies, accommodating large items and slow-moving products [4]. - Automated replenishment suggestions based on sales data and real-time inventory classification during returns help streamline operations [4]. Group 4: Seller Considerations - Sellers with diverse product structures, multiple sales channels (e.g., Amazon, TikTok, independent sites), and frequent return handling issues may benefit from the "FBA + overseas warehouse" model [4].

Core Insights - Temu's strategic adjustment in response to the US-China tariff conflict has created significant industry disruption, particularly through its "semi-managed + Y2 model" which aims to navigate the challenges posed by rising customs costs and enhanced consumer experience [1] Temu Y2 Model: A "Light Asset" Experiment Under Tariff Pressure - The Y2 model is a product of policy-driven necessity, shifting seller focus from inventory management to supply chain optimization through a combination of "pricing authority + traffic support" [3] - A key innovation is the "segmented logistics control," which has reduced air freight costs by 17% through large-scale operations at domestic collection warehouses, while the mandatory use of Call waybill systems creates a closed-loop for end logistics data [3] - Sellers using the Y2 model have reported a decrease in logistics costs by $4.2 per order, but must increase inventory turnover rates to 2.3 times that of traditional models to offset conversion rate losses due to a 14-day delivery time [3] Temu Y2 Model: Three Major Pitfalls - Customs costs and compliance pressures require sellers to have robust customs qualifications or partnerships with third parties, with some product tariffs soaring to 245% and overall tax rates reaching 46.1%, necessitating cash flow reserves for customs guarantees [4] - Extended stocking periods provide sellers with more time but lead to longer consumer wait times, and strict adherence to platform logistics requirements limits sellers' choice of logistics providers, potentially harming consumer satisfaction and increasing after-sales costs [4] - Platform risk management and intensified competition arise from strict logistics management requirements, with false shipments triggering full refunds, and the potential for a surge in new Y2 store openings could exacerbate competition [4] Overseas Warehouse Model: A Survival Barrier Through Policy Cycles - Supported by various policies, the overseas warehouse model allows for bulk customs clearance, reducing tax rates and alleviating financial pressure through tax refunds upon export [5] - Local warehouse shipping significantly shortens logistics times, meeting Temu's requirements for shipping and collection efficiency, while both sellers and overseas warehouse service providers can monitor inventory in real-time to ensure timely replenishment [5] Conclusion: The Future of Cross-Border Trade - The true winners in the tariff and logistics battle will be those companies that can quickly build "elastic supply chains," combining the agility of the Y2 model with the stability of overseas warehouses to protect profit margins [6] - As cross-border trade enters a "micro-profit era," refined operational capabilities will become the critical factor for survival [6]

Core Insights - The 2025 Thailand International Logistics Exhibition will be held from August 20 to 22 at the Bangkok International Trade Exhibition Center, organized by the Thai Ministry of Commerce and a private exhibition company [1][3] Industry Overview - Thailand has over 36,608 logistics companies with independent legal entities, and technological innovation plays a crucial role in the transformation of the logistics industry, emphasizing trends such as smart logistics systems driven by data and automation [2][3] - Innovations like IoT for real-time tracking, AI for data analysis and demand forecasting, and blockchain for transparency are expected to help Thai businesses reduce costs and enhance competitiveness in the digital age [2][3] Exhibition Details - The theme of the exhibition is "Resilient Supply Chains: Overcoming Global Challenges," focusing on enhancing Thailand's supply chain strength through technology and regional/global cooperation [5] - The event will feature over 150 companies from 25 countries, covering five main categories: transportation and logistics service providers, cargo transport, warehousing, packaging, and IT logistics, with an expected attendance of over 7,500 participants [5][6] - Business negotiations facilitated by AI systems are projected to generate over 1 billion Thai Baht in transaction value [5] Additional Activities - The exhibition will include an overview of the Thai logistics industry, trade logistics seminars, a forum on transportation and logistics co-hosted by the World Bank Group, an innovation showcase, and workshops by leading institutions to provide knowledge applicable to logistics service providers and users [7]