从中东到墨西哥："70%+30%"复制方法论 21世纪经济报道记者 雷若馨 深圳报道 9月的墨西哥城街头，一辆印着"iMile"logo的配送车正穿梭在城市街巷中。司机根据手机系统提示的动 态路线，熟练地避开交通拥堵区域，将包裹送到一家皮具店——这里是中国跨境电商卖家在拉美布局的 线下体验点。 这样的场景，如今已遍布中东、拉美、欧洲等地区的30个国家，而背后的操盘手，是有着近20年海外生 活经历的80后女企业家黄珍。 黄珍的创业想法萌生于一次切身的消费痛点。"在中东生活时，我网购经常遇到包裹送丢、地址说不清 的问题，当时就想，为什么本地物流服务不能做得好一点？" 2017年，当多数中国物流企业还在聚焦国内市场时，黄珍带着对中东市场的理解，成立了iMile，从"最 后一公里"配送切入，开启了一场全球化的物流突围战。 彼时的中东跨境电商市场，正处于"高增长+低服务"的矛盾中：电商渗透率逐步提升，但物流基础设施 薄弱，地址体系混乱（多数区域没有精细门牌号）、COD（货到付款）占比高达98%，而签收率却不足 50%。 黄珍回忆，当时，中国跨境电商"四小龙"正在中东扩张，他们需要的不只是"把货送到"，而是"把货准 确送 ...

Core Viewpoint - Chinese logistics companies are accelerating their efforts to capture the global market, recognizing that the domestic express delivery industry has entered a highly competitive phase, while the global market presents new growth opportunities and higher profits [3][4]. Market Overview - The global cross-border logistics market is projected to grow from 13.3 trillion yuan in 2020 to 18.6 trillion yuan by 2024, with a compound annual growth rate (CAGR) of 8.75%. By 2025, the market size is expected to reach nearly 20 trillion yuan [3][4]. Competitive Landscape - The competition in overseas markets is intensifying, with increasing pressure on delivery speed and pricing. Leading express delivery companies are now striving to achieve delivery times of within one week, which has become a critical factor in the industry [5][6]. - The willingness of overseas customers to pay for faster delivery is rising. Currently, 70% of Cainiao's main products are priced at $5 for 10-day delivery, while 20-30% are at $10 for 5-day delivery [6][7]. Strategic Focus - Cainiao has shifted its strategic focus towards high-profit global logistics, with over 50% of its global business coming from external clients. The company is now in its "3.0 era," emphasizing globalization and technology [5][6]. - E-commerce remains a key driver for the globalization of logistics companies, with 70% of Cainiao's global business related to e-commerce [6][7]. Challenges and Adaptations - The logistics industry faces increased uncertainty due to changing tariffs and trade policies, which have raised compliance risks and costs. For instance, the U.S. has eliminated the $800 "small exemption" tariff policy, impacting cross-border e-commerce [10][11]. - Companies are adapting by enhancing network efficiency to offer more cost-effective solutions, while also recognizing that cross-border direct shipping models will become more differentiated [10][11]. Growth Potential - There is significant growth potential in overseas e-commerce markets, with current penetration rates in most countries ranging from 10% to 20%. The trend suggests that these rates could rise to 20%-40% in the future, providing a strong basis for the global expansion of Chinese express delivery companies [11][12].