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倒闭、亏损与收缩,跨境电商迎来大洗牌
Tai Mei Ti A P P· 2025-09-18 08:10
文 | 增长工场,作者 | 相青,编辑 | 赵元 今年以来,倒闭的跨境公司不止一家。 此前8月,深圳37年港资电器大厂迅达电器发布解散公告,企业在给2000多名员工结清补偿后,宣布全员解散。迅达电器见证了深圳30年制造业黄金时 代,1988年进驻深圳,2004年正式注册为港商独资企业,是深圳首批港资制造企业之一。 它曾经是全球行业巨头VOLEX的核心供应商,以电源插头组件、接插配件和五金塑胶配件为主业,产品远销海外,高峰期员工超2000人。 "最近朋友圈里,隔三差五就能刷到同行关店、公司倒闭的消息。"一位跨境创业者感叹。 今年以来,迅达电器、永生电器等老牌跨境公司相继解散,物流平台和中小卖家也不断退出市场,倒闭、亏损、下滑正成为跨境电商的关键词。 背后,一方面是受到关税政策变化的影响,但另一方面流量成本和广告投入持续上涨,也让中腰部卖家利润空间被进一步压缩。跨境电商行业正经历一场 重新洗牌。 一、倒闭、亏损的跨境卖家 永生电器的破产倒闭非常突然。 股东于8月29日表决通过提前解散公司,员工9月3日还在上班,9月4日解散的公告就贴到了大门口。 官网显示,永生电器是一家拥有超过55年历史的港资出口企业,主营理发电 ...
关税“休战”的第一个90天
第一财经· 2025-08-14 02:56
Core Viewpoint - The article discusses the impact of the recent suspension of tariffs between China and the U.S. on the foreign trade industry, highlighting the uncertainty and adjustments made by businesses in response to changing trade policies [5][11]. Group 1: Tariff Suspension and Its Effects - On August 12, a 90-day suspension of a 24% tariff was announced, while a remaining 10% tariff and an additional 20% tariff on certain products remain in effect, resulting in a total of 30% tariffs on Chinese exports to the U.S. [5][11]. - The initial announcement of "reciprocal tariffs" in April caused significant disruptions in trade, with tariffs on some products exceeding 100%, leading many businesses to halt production [5][11]. Group 2: Changes in Business Operations - August is typically a busy season for foreign trade operators, but this year, many businesses are ending their busy season earlier due to the uncertainty surrounding tariffs [15][19]. - Companies have reported an increase in workload, with some factories experiencing a 20% increase in production to meet urgent orders before the tariff deadline [19][20]. Group 3: Market Dynamics and Trade Behavior - Despite a brief surge in shipping demand, the overall shipping rates did not rise as expected, indicating a cautious approach from both suppliers and buyers [22][24]. - Many Chinese suppliers are opting for smaller, more frequent shipments to manage risks associated with tariffs, reflecting a shift in trade behavior [25][26]. Group 4: Consumer Demand and Product Strategy - There is a noticeable shift in consumer demand towards lower-priced products, as higher tariffs have led to increased prices for goods [26][27]. - Companies are focusing on product innovation and cost reduction strategies to remain competitive, with some exploring new markets outside the U.S. [31][32]. Group 5: Future Outlook and Strategic Adjustments - The uncertainty surrounding tariffs has led companies to adopt a wait-and-see approach, with many choosing to maintain current operations rather than aggressively pursuing new markets [30][32]. - Platforms like TikTok Shop and Temu are expanding in Europe while facing declines in the U.S., indicating a potential shift in market focus for e-commerce businesses [32].