易仓WMS 过去十年，跨境电商的核心竞争力往往集中在选品和流量端；但近几年，随着消费者对物流时效的需求增长以及平台对履约要求的愈发严格，越来越多卖家 发现，真正决定履约稳定性、复购率与平台权重的，已经不再是"卖什么"，而是"货在哪里、怎么出"。在这一背景下，海外仓正从"可选项"，演变为跨境电 商出海的基础设施。 从下图所展示的数据来看，无论是北美、欧洲，还是日本、澳洲等成熟市场，海外仓的覆盖密度、专业化程度与本地履约能力，正在直接影响跨境卖家的生 存空间。海外仓的物流网络正在影响着全球的跨境电商布局： 易仓WMS 1、从美国市场来看，海外仓已经高度成熟。美西、美中、美东多仓并行成为主流布局，卖家对海外仓的要求也从"有仓能发货"，升级为"能稳定支撑高峰订 单、能精细化管理库存、能降低履约成本"。海外仓是否具备多仓协同能力，正在成为核心门槛。 2、在欧洲市场，海外仓的价值则更多体现在合规与本地化履约能力上。税务、清关、退货处理、时效承诺等因素，使得欧洲海外仓不再是简单的中转节 点，而是直接影响店铺运营安全的关键角色。海外仓是否流程标准、系统成熟，往往决定了卖家能否长期经营欧洲市场。 3、在日本、澳洲等市场，海外仓 ...

其次，做什么类型的海外仓至关重要。如果卖家只做亚马逊FBA中转，虽然订单稳定，但利润薄如纸， 一单代发服务费价格低廉，还随时面临平台规则变动的风险。而面向独立站卖家的一件代发海外仓，虽 然系统和管理要求高，但毛利率也不低，且能建立自有客户体系。更有企业专攻大件、危险品、退货维 修等垂直领域，这类海外仓的客户黏性强，一单维修+翻新+再发货的服务，利润往往是普通代发的好 几倍。 随着"黑五"购物季的临近，跨境电商订单如潮水般涌来，但不少中国卖家却笑不出来——包裹滞留、运 费飙升、客户投诉不断。问题的根源不在产品，也不在营销，而在于海外仓布局不到位。兵马未动，粮 草先行，今天的跨境电商竞争，早已从"卖得出去"转向"送得到、退得了、服务得好"，而这一切的核心 支点，正是海外仓。 更关键的是自建还是合作？自建海外仓前期投入动辄数百万美元，但从长期看，服务质量可控、数据自 主、品牌可沉淀。某头部跨境物流企业在美国自建海外仓后，客户复购率提升三分之一，物流投诉下降 一半。海外仓的轻资产模式虽启动快，但服务质量参差，难以在激烈的市场竞争中形成核心竞争力。 易仓WMS 过去，中国物流出海只是简单地把货运出去，如今则要真正在海外 ...

Core Insights - The 2025 Black Friday in Europe and the US has transformed into a long promotional period akin to China's Double Eleven, driven by the strong entry of domestic cross-border e-commerce platforms [1][4] - Overseas warehouses have become a core competitive advantage for cross-border sellers, essential for supporting the extended promotional periods and managing logistics efficiently [1][3][4] Promotional Strategies - Temu's Black Friday promotion in the US runs from October 9 to November 29, while TikTok's activities span from late October to early December, with platforms like AliExpress and Amazon extending their promotional periods to over 50 days [1] - The intense competition has led platforms like Temu and SHEIN to significantly increase advertising spending, raising marketing costs and forcing sellers to offer lower discounts and flash sales [3] Logistics and Supply Chain - The peak daily order volume for a specific overseas warehouse during Black Friday 2025 increased threefold year-on-year, with certain product categories like 3D printers and robotic vacuums seeing over 200% surge in outbound volume [3] - Efficient overseas warehouse systems, such as 易仓WMS, enhance processing efficiency by 40% and are crucial for managing high-frequency replenishment needs during long promotional periods [3][4] Regulatory Impact - Changes in tariff policies, such as the termination of the $800 tax exemption for small packages in the US, have prompted many sellers to shift from direct shipping to overseas warehouse fulfillment, which helps mitigate tariff risks and reduce delivery times [3][4] Future Outlook - The competition during Black Friday is fundamentally a supply chain battle, with overseas warehouses transitioning from optional to essential for cross-border sellers [4] - The depth of overseas warehouse deployment and the level of intelligence in warehouse systems will be critical for sellers to navigate the increasingly competitive landscape [4]

Core Viewpoint - The announcement of mutual tariff reductions between China and the U.S. has ignited a "logistics rush" in the cross-border e-commerce industry, leading to a significant increase in logistics demand and a 30% surge in sea freight prices, with shipping schedules delayed by over 45 days [1]. Group 1: Impact of Tariff Reductions - The 90-day golden window period has created urgency among sellers to expedite logistics operations [1]. - Sellers are facing a critical challenge of "unable to ship goods," highlighting a significant pain point in the industry [1]. Group 2: Role of Overseas Warehouses - Overseas warehouses have emerged as a crucial solution for enhancing competitiveness, allowing sellers to avoid the anxiety of logistics bottlenecks and fluctuating shipping costs during the tariff transition [2]. - The efficiency of logistics is significantly improved by storing goods in overseas warehouses, enabling faster sorting, packaging, and delivery, which enhances customer satisfaction [2]. - Utilizing overseas warehouses allows sellers to accelerate sales and cash flow, improving the efficiency of fund utilization compared to traditional cross-border logistics models [2]. Group 3: Value-Added Services - Overseas warehouses offer diverse value-added services such as drop shipping and FBA transfer, providing flexibility and convenience for sellers [3]. - These services lower operational barriers for small and medium-sized sellers, enabling them to engage in cross-border e-commerce without large inventories [3]. - For sellers with long-term plans, overseas warehouses are becoming an essential logistics solution to navigate the evolving market environment and competition [3]. Group 4: Challenges and Opportunities - While small and medium-sized sellers may face challenges in adopting overseas warehouse models, careful analysis of business needs and cost-benefit assessments can help them leverage these solutions for sustainable growth [3].