童少波表示，为应对新挑战，物流企业需加快数字化转型、优化成本结构、加强合规管理，并通过 多元化、专业化服务提升竞争力。物流企业的适应能力和创新能力，将成为其在激烈市场竞争中脱颖而 出的关键。 他以合同物流为例分析，合同物流属于生产物流，客户群体是生产企业，如汽车、电子、家电等企 业，核心目标是保障生产协同与供应链稳定；跨境电商物流属于消费物流，直接客户是电商卖家和品牌 商，需满足小批量、高频次、快速交付的需求，依赖国际空海运和海外仓模式应对碎片化订单。两者在 服务对象、需求特征和运营模式上差异显著。 在童少波看来，合同物流市场已趋于饱和。中国作为全球制造中心，拥有全球最齐全的工业门类和 最完整的工业体系，工业生产及其供应链管理相对成熟完善，如何让产品高效"出海"也是亟待解决的问 题。 "应对市场变化的法宝，就是走出舒适区，接受不确定性。"童少波说。面对挑战，未来几年，环洋 国际物流将稳步推进在美洲的市场布局。持续加大海外仓投入，加强与美洲本土物流配送商的合作，逐 步形成全美多库多线路联动响应网络，依托网络密度和品牌认知，构筑"仓储+服务"双重壁垒。同时， 加速仓储向"一站式综合体"升级，集成售后、退换货、贴标 ...

Group 1: Key Developments in Cross-Border E-Commerce Logistics - TikTok Shop in Southeast Asia has implemented a new logistics policy allowing buyers to cancel eligible cross-border direct orders before the order status changes to "shipped," addressing the long-standing issue of order cancellation difficulties [4][6] - Cainiao has established a cross-border logistics network for mutual parcel delivery among six Gulf countries in the Middle East, achieving delivery within three days, marking a significant milestone for Chinese logistics companies [6][8] - JD Logistics launched its new self-operated B2C express brand "JoyExpress" in Saudi Arabia, offering services such as same-day and next-day delivery, enhancing its logistics network in the region [8][10] Group 2: Changes in Logistics Costs and Market Dynamics - FedEx and UPS have resumed additional fees for imports from China, with UPS charging $0.29 per pound for excess fees starting April 13, indicating rising logistics costs for cross-border e-commerce [10][12] - The resumption of these fees, combined with the cancellation of the $800 tax exemption for goods, signifies the end of the low-cost logistics era for cross-border e-commerce, prompting sellers to adjust their operational strategies [12][24] Group 3: Market Expansion and IPO Activities - LianLian International and logistics giant JCtrans announced a strategic partnership to launch the "Southeast Asia Logistics Enterprise Support Program," aimed at improving operational efficiency and cash flow in the logistics sector [12][14] - JiHong Co. plans to go public on the Hong Kong Stock Exchange, with an expected fundraising of approximately HKD 617 million, to enhance its R&D and expand its market presence [15][17] - ShunYou Logistics has submitted its IPO application to the Hong Kong Stock Exchange, attracting significant market attention due to its established position in cross-border e-commerce logistics [17][18] Group 4: Company Performance and Financial Results - Lege Co. reported a 45.33% increase in revenue to CNY 5.67 billion for 2024, but its net profit dropped by 46.99% to CNY 336 million, highlighting challenges in its overseas warehouse business [22][24] - The company's logistics revenue now accounts for 42.74% of its total revenue, a significant increase from less than 6% in 2021, reflecting its transition to a comprehensive service provider [24]

Core Viewpoint - The logistics company Shunyou Logistics is preparing for an IPO in Hong Kong, driven by the booming cross-border e-commerce market, despite facing challenges from U.S. tariffs and trade policies [1][2]. Company Overview - Shunyou Logistics operates globally, covering 220 countries and regions, handling over 500,000 packages daily, and serving 100,000 cross-border e-commerce businesses [1]. - The company was founded in Hong Kong in 2008 and has since established branches in major cities worldwide, including Los Angeles, Kuala Lumpur, and Shanghai [2]. Financial Performance - Shunyou Logistics reported revenues of 1.184 billion, 1.506 billion, and 1.522 billion yuan for the years 2022, 2023, and 2024, respectively, with a heavy reliance on direct shipping logistics [5]. - The company experienced a 40.27% decline in net profit in 2024, attributed to increased sales costs and investments in overseas warehouse services [7]. - The net profit figures for the reporting period were 31.88 million, 73.47 million, and 43.88 million yuan, indicating a significant drop in profitability [7]. Shareholder Structure - The major shareholders include Anyun Investment, controlled by founder Yao Yun and his spouse, holding 53.32% of the shares, while Yao Yun personally holds 24.1% [3][4]. - The company has distributed a total of 83 million yuan in cash dividends from 2022 to 2024, reflecting its family business characteristics [4]. Market Position - Shunyou Logistics ranks 9th in the domestic cross-border e-commerce logistics market with a market share of 0.5%, amidst intense competition with over 5,000 service providers [8]. - The company aims to expand its market share and brand recognition through its upcoming IPO [8]. Strategic Focus - The company plans to shift its focus towards developing overseas warehouse services, which are expected to become a key business area, despite the potential risks associated with a heavy asset model [7].

来源：美通社 墨西哥城 2025年6月19日 /美通社/ -- 在刚刚结束的墨西哥年度电商盛事Hot Sale大促中，墨西哥电商消 费需求持续释放，多家头部电商平台宣布交易量创下历史新高。跨境电商物流服务商iMile数据显示， 大促期间，包裹处理量同比激增81.82%。在此情况下，iMile依然保持了超90%的包裹在6天内送达、平 均签收时效较去年同期提升25%的服务水平，展现出强劲的物流服务能力。 iMile墨西哥专业西语客服团队 对iMile而言，Hot Sale不是一场短期突围的战役，而是对整体物流体系的一次深度检验。在高速增长、 环境复杂的墨西哥市场中，iMile始终坚持长期主义，通过持续打磨运营策略与技术能力，逐步构建起 一套面向未来的履约解决方案，实现稳定、高效、可扩展的物流支撑能力。 iMile墨西哥国家经理田艺表示："墨西哥作为拉美电商增长的重要引擎，市场潜力巨大且持续释放。我 们坚定看好这一市场的长远发展，将持续深化本地投入，通过创新技术和精细化运营，不断提升履约效 率和客户体验。" 面向未来，iMile将围绕网络、产品、服务三大维度持续深耕墨西哥市场，进一步拓展本地化布局，完 善双向物流能 ...

Core Viewpoint - The e-commerce market in Ghana is rapidly growing, with cross-border e-commerce playing a significant role in economic development, particularly in small package delivery using Delivered Duty Paid (DDP) services. However, challenges such as complex customs processes, unstable logistics, and high costs hinder further growth in the sector [1]. Group 1: Current Challenges in DDP Services - Customs processes are cumbersome and inefficient, leading to delays in clearance due to incomplete documentation and regulatory issues, which increases logistics costs and negatively impacts user experience [4]. - The logistics infrastructure in Ghana is underdeveloped, particularly in rural areas, resulting in unreliable delivery times and increased risk of package loss during peak periods or adverse weather conditions [5]. - High costs associated with DDP services arise from complex customs and logistics processes, leading to elevated prices that may deter market penetration [6]. - There is a lack of standardization and information sharing mechanisms among logistics companies, complicating management and increasing the potential for errors [6]. Group 2: Proposed Solutions - Simplifying customs processes through electronic and information technology can enhance efficiency, such as creating a unified electronic declaration platform to streamline documentation [8]. - Investment in logistics infrastructure and expanding delivery networks in rural areas are essential for improving logistics efficiency, including partnerships with third-party logistics providers [9]. - Cost control measures, such as optimizing transportation routes and warehouse layouts, can help maintain service quality while managing expenses, alongside transparent pricing strategies to build consumer trust [10]. - Establishing an information sharing and standardization platform can facilitate communication among logistics companies, customs, and e-commerce platforms, improving operational efficiency [10]. Group 3: Future Development Directions - The integration of technologies like artificial intelligence, big data, and blockchain will enhance digital transformation in cross-border e-commerce logistics, improving inventory management and ensuring information security [12]. - Emphasizing green logistics through eco-friendly practices, such as using sustainable packaging and electric delivery vehicles, will contribute to the industry's sustainable development [13]. - Future logistics will increasingly rely on multi-channel cooperation across various sectors, enhancing service capabilities to meet diverse market demands [14]. - Industry self-regulation and the establishment of standards are crucial for the healthy development of Ghana's e-commerce logistics sector, promoting fair competition and operational norms [16]. Summary - The DDP services in Ghana's e-commerce sector are vital for its growth but face challenges like complex customs, unstable logistics, and high costs. Through technological innovation, infrastructure improvements, process optimization, and industry collaboration, the sector can achieve more efficient, stable, and cost-effective cross-border logistics services, ultimately enhancing consumer experience and creating greater business value for e-commerce companies [17].

时处跨境电商年中促销的备货小高峰，菜鸟海外仓团队告诉记者，加拿大市场因其独特的地缘位置、巨 大的消费潜力成为跨境商家关注的焦点。旺盛的消费需求下，高性价比中国商品尤其受到加拿大消费者 的青睐——家居生活、鞋服时尚、休闲活动等相关品类需求增长迅猛。 面对促销旺季大量订单、商家头程船期不稳定导致集中到柜等情况，菜鸟加拿大仓提前准备保障方案， 合理安排工作人员轮值班，保障海运货物在48小时内入库、空运24小时内入库，实现入库及时率高达 100%、出库及时率保持99.7%以上。 据悉，此次投入运营的菜鸟温哥华大件仓与温哥华综合仓功能互补，都地处加拿大西海岸贸易核心区， 紧邻温哥华港口与国际机场，支持海运整柜直入与空运紧急补货，保障商家货物快速入仓。30分钟内可 达多个电商平台仓及尾程服务商，高效覆盖加拿大全境。上网及时率和妥投及时率两大尾程关键指标均 在99%以上，助力出海商家掘金加拿大市场。 特别的，该大件仓为大件客户量身定制，具备大件、超大件入仓承接能力，专门针对超重、超长、体积 大的商品设置了地堆库区及高位货架。并将延用菜鸟此前丰富的运营经验和成熟的数字化能力，以满足 日益增长的大件商品需求。除一件代发至消费者 ...

深圳商报·读创客户端记者 罗凯燕 通讯员 林琪晴 王思懿 张士明 李成 6月9日凌晨，深圳国际快件监管中心灯火通明，一辆辆满载跨境包裹的货车有序驶入深圳海关AI智慧 监管作业区。"AI智慧查验终端"正快速扫描包裹，通过大数据以及人工智能模型精准识别待查验包裹内 的商品信息，与申报数据及查验要求进行比对分析，无异常的可以直接放行。 "我们提前1个月就与海关沟通了大促方案，现在每天3.5万单的保健品、电子产品都能快速通关，消费 者最快次日就能收到货。"菜鸟供应链管理有限公司场站高级经理孔令辉表示。 深圳海关首创AI跨境包裹智能监管作业区赋能新质生产力 高质量发展。(通讯员 李砚伟 摄) 作为全国首个跨境电商全模式阳光化试点城市，深圳依托跨境电商线上综合服务平台先后推出了9710 （B2B出口）、9610（零售出口）、1210（保税电商）阳光化公共服务产品，为广大跨境电商企业提 供"关、汇、税"一站式阳光化服务。深圳海关为该平台提供专属通关单证传输通道，保障跨境电商数据 传输高效安全，今年以来传输报文已达530万份。 为做好"6.18"大促期间跨境电商通关保障，深圳海关提前走访调研重点企业，了解大促期间业务预估传 ...

Core Insights - The cross-border e-commerce logistics industry is transitioning from rapid growth driven by scale to a focus on operational efficiency, supply chain depth, and quality of global layout as it enters 2024 [1][6] - The industry is moving towards a more mature phase, emphasizing resource reorganization and combination capabilities rather than merely pursuing speed and volume [6] Pathways of Development - The first pathway is shifting from a "price-driven" model to a "service-driven" model, where sellers are increasingly prioritizing stable delivery over low costs due to heightened expectations for delivery experience [1][6] - The second pathway involves moving from "passive integration" to "active integration," with sellers recognizing the impact of logistics strategy on user retention and platform ratings, leading to the integration of warehousing resources and logistics solution design [3][6] - The third pathway is evolving from "point-to-point shipping" to "global network collaboration," where sellers are establishing multi-regional and multi-platform operational networks, emphasizing the importance of collaborative logistics capabilities [3][6] Systematic Capabilities - A key theme across all pathways is the necessity for systematic capabilities, as both logistics companies and seller teams require stable, secure, and scalable systems to manage multi-platform and multi-region operations effectively [4][6] - The introduction of specialized tools, such as "Cross-border Guardian," highlights the importance of operational compliance and efficiency in managing multiple accounts and resources [4] Future Outlook - The future of cross-border e-commerce logistics will focus on controllability, collaboration, and intelligence rather than merely cost [6] - Companies that can adapt to platform strategies and quickly respond to fulfillment rule changes are likely to benefit from resource allocation in the evolving landscape [6] - The competition will hinge on the ability to upgrade from "shipping" to "fulfillment management," with systematic capability development and team collaboration being critical for success [6]

据了解，此前，大量退货商品因退货周期长、成本高、流程复杂等原因滞留海外，无法退运进境，进而导致企业经营成本增加，也制约着行业健康发展。 对此，威海物流园协同威海海关、临港区相关部门，研究政策、走访调研，敏锐捕捉企业发展痛点，将"解题"思路锚定在打通逆向物流梗阻上，通过合理 规划功能区域、简化申报查验流程、加强信息化管理等手段，创新跨境电商出口退货监管模式，启用了全省首个跨境电商出口退货中心仓，现场增加2条 通关线体，并同步推进出口退运海关辅助系统搭建工作，重塑跨境电商逆向物流新生态。 经初步测算，中心仓初期年处理退货商品可达15万件，为企业节省经营成本4000余万元，减轻企业压力，有效提升了跨境电商物流运输时效性，反向拉动 出口业务增长，打造"进退自如"的双向物流黄金通道。 5月29日，在山东港口物流集团威海物流园跨境电商园区，全省首个跨境电商出口退货中心仓（以下简称"中心仓"）正式启用，这标志着山东港口物流集 团跨境电商服务能力进一步升级。 该中心仓启用后，让跨境电商包裹"退得回"像"出得去"一样顺畅，包裹仓储、分拣、申报、查验、处理等流程，可在仓内完成闭环，企业无需再为碎片化 的退货处理而多头奔波，退货周 ...

多措施巩固提升香港航运业务 得益于香港国际航运中心地位和国际航空枢纽，香港发展数字贸易和跨境电商有天然优势。在李家超此前发布的施政报告中，曾就巩固提升香港国际航运中心地位 和国际航空枢纽提出多项措施。 重磅发声。 5月24日，香港特区行政长官李家超在"购在中国·2025大湾区消费季"启动仪式上致辞。 李家超 表示，将会善用香港优越的地理位置，以及一流的运输物流基建设 施，将香港打造成为区内的跨境电商物流配送中心。同时，会扩展 "BUD专项基金"下电商易计划的资助范围，涵盖更多地区。 李家超：将香港打造成为区内的跨境电商物流配送中心 李家超表示，粤港澳大湾区人口超过8600万，生产总值超过14万亿元人民币，不仅是国家开放程度最高、经济活力最强的区域之一，其蓬勃发展的消费市场也为国 家构建新发展格局提供了重要支撑。数字贸易是大湾区的优势产业，为大湾区的高质量发展带来庞大机遇。香港是国际金融、航运、贸易中心，也是粤港澳大湾区 的中心城市之一。香港特区政府正积极发挥"一国两制"下背靠祖国、联通世界的独特优势，推动数字贸易发展。 李家超还表示，香港特区政府会善用香港优越的地理位置，以及一流的运输物流基建设施，将香港打造 ...