2025年，美国亚马逊平台多项新政落地，对跨境卖家带来系统性挑战。FBA库存容量限制收紧、超龄库存自动移除政策实施，以及配送时效考核标准升 级，促使行业重新评估物流供应链布局。在此背景下，第三方海外仓的价值正在从成本中心向战略资产转变。 首先，在库存管理维度，第三方海外仓可有效缓解FBA库容压力。其弹性仓储特性能够作为季节性备货的缓冲带，避免因库容不足导致的销售损失。同 时，针对平台超龄库存自动移除政策，专业海外仓提供的质检翻新、多平台分销等逆向物流服务，显著降低了商品处置成本。 其次，在配送网络构建方面，第三方海外仓正通过技术赋能提升履约效率。通过API接口与多个电商平台实现数据直连，自动化订单处理系统减少了人工 干预环节。结合当地物流资源整合能力，部分服务商已实现72小时内全美大件商品配送，有效满足多元化的电商履约需求。 此外，合规风险管控成为海外仓的重要价值点。美国对商品标签、危险品仓储等领域监管趋严，持有官方认证资质的海外仓可帮助卖家规避合规风险。特 别是在家具、健身器材等大件商品，以及储能电池等特殊品类方面，专业仓储处理能力显得尤为重要。 行业数据显示，具备智能分拣系统和逆向物流处理能力的海外仓，可 ...

Core Insights - The third-party overseas warehouse industry is transforming from a supplementary role in the supply chain to a core component of global trade efficiency, driven by the restructuring of global trade patterns and the growth of cross-border e-commerce [1][13]. Industry Positioning - Overseas warehouses are defined as storage facilities established abroad, optimizing cross-border logistics through a model of "bulk export, pre-storage, and local fulfillment." They are categorized into three types: third-party warehouses, platform-operated warehouses, and self-built warehouses by large enterprises [2][20]. - The three types of warehouses are not mutually exclusive but rather form a dynamic competitive ecosystem. For instance, nearly half of Amazon sellers use a combination of FBA and third-party warehouses, indicating a significant market opportunity for third-party warehouses [2][26]. Growth Drivers - The revival of the overseas warehouse industry is influenced by multiple factors, including rising global trade protectionism, strategic adjustments by cross-border e-commerce platforms, and uncertainties in the logistics environment [3][4]. - The shift in inventory cycles towards replenishment and supportive national policies are also contributing to the industry's growth [4]. Market Landscape - The overseas warehouse market is characterized by regional differentiation, with North America leading and emerging markets like Southeast Asia becoming new growth engines. China's overseas warehouse count is projected to grow from over 2,000 in 2021 to over 2,500 by 2024 [5][6]. - The service provider landscape shows significant stratification, with 56.25% being small warehouses and only 17.19% classified as large warehouses, indicating low industry concentration [5]. Service Evolution - Service offerings are evolving from basic warehousing to value-added services, with customized solutions becoming a competitive focus. Companies are leveraging technology to optimize logistics costs and enhance service delivery [6][7]. Competitive Landscape - The competition in the overseas warehouse industry is multi-dimensional, with small service providers facing survival pressures due to low automation and compliance capabilities. Leading companies are expanding their operations to consolidate their advantages [7][8]. - The bargaining power between merchants and service providers varies by scale, with small merchants prioritizing cost and larger merchants focusing on compliance and service quality [8]. Trend Outlook - The value of overseas warehouses is transitioning from a "cost center" to a "profit center," with demand extending beyond simple storage to include local distribution, after-sales service, and compliance consulting [9]. - Emerging markets like Southeast Asia and Latin America are expected to continue releasing potential, while mature markets will focus on efficiency improvements through advanced technologies [9].