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跨境电商如果还在靠堆人力,很快就要被淘汰丨鲸犀百人谈No.34
雷峰网· 2025-03-26 10:07
Core Viewpoint - The emergence of AI Agents can significantly assist sellers in addressing labor duplication issues, potentially transforming the landscape of the cross-border e-commerce industry [1][4]. Industry Changes - Over the past year, the cross-border e-commerce industry has shifted from a competitive "red sea" to a "blood sea," with rising operational costs due to increased advertising and logistics expenses, alongside intensified competition from platforms like Temu and Amazon [2]. - The industry has experienced three major changes over the last 15 years: the evolution of products, platforms, and operational strategies [5]. Competitive Landscape - The intense competition in the cross-border e-commerce sector is characterized by revenue growth without profit increase, as seen in Shein's projected sales of $38 billion in 2024, a 19% increase from 2023, while net profit is expected to drop by 40% to $1 billion [6]. - The efficiency of labor has declined, with average annual output per employee dropping from $500,000 to approximately $20,000 [6]. Need for Transformation - The industry is facing a necessity for transformation due to rising tax costs and the unsustainable nature of relying solely on human labor and simple replication models [9]. - Future directions for the industry include deep AI empowerment and a return to the essence of retail, focusing on products, brands, channels, and customers [9][10]. AI Agent Implementation - AI Agents can replace repetitive tasks traditionally performed by a large workforce, as demonstrated by a case where a company reduced its staff from 200 to 40 while doubling its sales from approximately $300 million to $600 million [15][18]. - AI Agents are designed to autonomously execute tasks based on established Standard Operating Procedures (SOPs), enhancing efficiency and reducing the need for extensive human involvement [16][18]. Company Adaptation - Companies in the mid to upper tiers of the industry are encouraged to adopt long-term planning and transition towards product-oriented and customer-driven models [20]. - Companies with a fragmented operational model may find it challenging to implement AI Agent transformations effectively [21]. Cost Reduction and Profitability - The cross-border e-commerce industry typically sees labor costs account for 15% to 25% of Gross Merchandise Value (GMV), and transitioning 50% of these roles to AI Agents could significantly reduce costs and enhance profitability [22]. - In addition to labor savings, utilizing AI Agents can lead to decreased marketing expenses and improved brand exposure [23]. Future Competitiveness - Companies that excel in developing and implementing SOPs will have a competitive advantage in the evolving landscape of cross-border e-commerce [27][37]. - The integration of AI Agents is expected to create a scenario where larger companies become even stronger, leveraging AI to enhance their operational capabilities [37][38].