以美国为例的"平台主导型"：以亚马逊FBA（Fulfillment by Amazon）为典型代表。其核心优势在 于与平台流量、会员体系深度绑定，商品入FBA即获得Prime标志，对销量拉动显著。但这也导致 卖家对平台高度依赖，规则变动风险大，且长期仓储费等成本不菲，库存灵活性受限。 中国的"第三方服务生态型"：市场由大量专业的第三方云仓服务商构成，它们独立于电商平台， 通过激烈的市场竞争，在服务灵活性、成本控制、定制化解决方案上表现突出。商家可自由选择 服务商，并根据需要组合使用多家服务，策略更灵活。 1. 头程与干线整合：利用专业跨境物流服务，将货物以海运/空运/中欧班列等方式，集约化运输至 目的国。 2. 海外仓选择策略：采用 "FBA + 第三方海外仓" 组合。将爆款、急需引流的商品入FBA享受流量红 利；将长尾商品、大件商品、季节性商品存入成本更优、服务更灵活的第三方海外仓，并以此作 为退换货和重新贴标的中转站。 3. "虚拟仓"作为缓冲与测品工具：在新市场开拓期，使用虚拟仓服务，以轻资产模式测试市场反 应，待产品被验证后再转入实体海外仓。 4. 系统一体化：选择能提供一体化跨境供应链管理系统的服务 ...

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 ...

Key Points - China's goods trade import and export increased by 3.5% year-on-year in the first seven months of this year [3][29] - Amazon launched the "Central China Industrial Belt Accelerator Project" to support over 1,000 factories and brands in four provinces [6][7] - Amazon's "Flexible Customer Financing" plan is expected to boost sales by an average of 30% for participating sellers [12] - TikTok Shop opened its cross-border self-operation model in Mexico, allowing Chinese sellers to enter a $38 billion market [17] - Shopee introduced a new seller incentive plan in Latin America, offering a 10% commission reduction for three months [23] - The "Silk Road E-commerce TIR Cross-border Channel" was officially opened to enhance logistics support for trade among SCO countries [25] - Temu requires sellers to sign a "Product Compliance Declaration" to ensure products meet market regulations [39] - Caina announced an upgrade to its G2G pan-European three-day delivery service, covering 99% of Europe [63] Domestic Developments - The State Council's tariff committee announced adjustments to tariffs on U.S. imports, maintaining a 10% tariff while suspending a 24% tariff for 90 days [27] - Jiangsu Province is enhancing support for small and medium-sized enterprises in cross-border trade [26] - The total revenue of the Chinese service trade reached 3.89 trillion yuan, with an 8% year-on-year growth [31] Platform Updates - AliExpress launched an "Overseas Custody" model in Mexico, allowing local stock to be stored for faster delivery [37] - Amazon's FBA sellers face new tax regulations from the IRS, potentially increasing costs [10] - JD's cross-border ecosystem service platform was officially launched to support overseas expansion [34] Financial Reports - Zibuyu reported a net profit of 106 million yuan in the first half of the year, a 15.9% increase year-on-year [67] - Lianlian Digital achieved a net profit of 1.51 billion yuan in the first half of the year, a 531.9% increase year-on-year [71] - The total revenue of Sea Group, parent company of Shopee, reached $5.26 billion in Q2, a 38.2% year-on-year increase [76]

Core Insights - The article discusses the role of overseas warehouses in cross-border e-commerce, highlighting their efficiency in logistics and the associated risks such as inventory pressure and compliance issues [1] Group 1: Global Landscape - Overseas warehouses have evolved from scattered storage points to a global smart supply chain hub, with over 5,300 warehouses operated by Chinese companies expected by early 2025, predominantly in North America (over 60%) and Europe (22.6%) [3] - The multi-level hub model allows for regional distribution, exemplified by a furniture company that reduced logistics costs by 23% by pre-positioning 60% of its inventory in a Polish warehouse, enabling delivery to 10 European countries within 48 hours [3] Group 2: Competitive Dynamics - The industry is shifting from platform monopolies to ecological collaboration, with 69.8% of Amazon sellers opting for platform warehouses like FBA, despite challenges such as capacity constraints [4] - Third-party overseas warehouses are addressing these issues by offering customized services, with 52% of multi-platform sellers utilizing value-added services like FBA transit and returns management [4] - A hybrid warehousing model is emerging, where brands like Lekai leverage self-built warehouses while sharing capacity with third-party providers, resulting in a 37% reduction in stockout rates during peak seasons [4] Group 3: Technological Advancements - The digital capabilities of overseas warehouses are becoming critical, especially after the U.S. eliminated tax exemptions for packages under $800, leading to increased costs for traditional shipping methods [5] - Leading companies have implemented three key technologies: smart forecasting systems improving stock accuracy to 85% and reducing unsold inventory by 40%, automated sorting systems with a 0.2% error rate, and blockchain for real-time customs tracking, enhancing compliance efficiency by 50% [5] - There is a growing disparity in technology investment, with top service providers allocating 12% of revenue to tech upgrades compared to just 3% for smaller warehouses [5] Group 4: Structural Challenges - The market, while growing, faces significant risks including fluctuating U.S. tariff policies leading to a 30% increase in rental costs and forced destruction of unsold goods for some sellers [6] - High logistics costs, with first-mile and last-mile delivery accounting for over 40% of product prices, are straining profitability for companies with low warehouse utilization rates [6] - Compliance challenges arise from new EU regulations requiring local after-sales services, resulting in substantial fines for 20% of companies lacking repair points [6] Group 5: Future Directions - The focus is shifting towards regional specialization and sustainable practices, with emerging markets like Thailand and Brazil experiencing a surge in demand for small-item logistics, although local operational challenges persist [7] - Innovative multi-level warehousing models, such as the "central warehouse + micro-warehouse" approach tested in Dubai, have reduced delivery times to 6 hours and customer acquisition costs by 18% [7] - Sustainability is becoming a competitive advantage, with companies like Cainiao reducing energy consumption by 40% through solar power and Wan Yi Tong cutting packaging materials by 27%, transforming environmental considerations into brand value [7]

Core Insights - The report highlights the resilience of cross-border e-commerce despite global trade fluctuations, predicting that global e-commerce sales will rise from $6.8 trillion in 2025 to $8 trillion by 2027, with a penetration rate increasing from 20.1% to 22.6% [1][17][20] - The cross-border e-commerce supply chain has evolved through stages of "transport," "warehousing," and "distribution," and is now entering a phase dominated by "network chains," focusing on global network layout, regional grid services, end-to-end digitalization, and value-added benefits [1][12][24] - Consumer demand is driving fulfillment upgrades, with key decision factors including free shipping, return policies, and next-day delivery [1][30] Group 1: Global Trade and E-commerce Trends - Global trade is experiencing mild recovery despite pressures, with the WTO predicting a 0.2% decline in global goods trade volume in 2025, followed by a recovery to 2.5% growth in 2026 [15][16] - The global retail e-commerce market is expected to grow at double the rate of overall retail, with sales projected to increase significantly, indicating strong growth potential for e-commerce [17][20] - Mature markets continue to dominate global e-commerce, while emerging markets are entering a rapid growth phase driven by factors such as internet penetration and urbanization [21][22] Group 2: Supply Chain Evolution and Challenges - The cross-border e-commerce supply chain has undergone four stages, culminating in a "network chain" model that emphasizes global coverage and efficient collaboration [24][29] - Key challenges for merchants include complex customs policies, unstable transport times, inventory backlog, and high costs of interfacing with multiple service providers [1][23] - The logistics market is projected to grow from $1.08 trillion in 2024 to $1.73 trillion by 2030, highlighting the need for efficient warehousing and fulfillment strategies [33] Group 3: Consumer Expectations and Fulfillment - Consumer fulfillment experience significantly influences online purchasing decisions, with a majority prioritizing free shipping and return policies [30][31] - The report emphasizes the importance of building a global fulfillment network to meet rising consumer expectations for delivery speed and reliability [32] - Efficient fulfillment processes are critical for product innovation, with a significant percentage of merchants indicating a need to enhance their product design and inventory management capabilities [42][44]