Core Insights - The cross-border e-commerce industry is currently facing significant logistics challenges, with major e-commerce platforms experiencing operational pressures in their overseas warehouses, leading to delays in product shelving and increased transportation costs [1][3] Group 1: Logistics Challenges - Many popular warehouses are seeing extended product shelving cycles and decreased inventory turnover efficiency, with transportation costs showing a year-on-year increase [3][5] - Sellers are increasingly seeking diversified logistics solutions, leading to a growing interest in third-party overseas warehouse services [3] Group 2: Third-Party Warehouse Advantages - Third-party warehouses demonstrate unique flexibility, often completing the inbound process within 48 hours, which effectively reduces the risk of stockouts for sellers [3] - These warehouses offer more flexible storage solutions and a wider range of value-added services, enabling sellers to achieve multi-channel inventory sharing and flexible distribution [3] Group 3: Long-Term Industry Outlook - The current logistics bottleneck is expected to persist for some time, prompting experts to recommend that sellers build a more diversified supply chain system, incorporating third-party warehousing into their overall logistics strategy to enhance risk resilience [5] - As the cross-border e-commerce industry continues to develop, optimizing and upgrading the logistics system will be crucial for healthy industry growth, with the maturation of third-party warehousing models providing more options for sellers and contributing to improved service standards and overall efficiency [5] - Future advancements in technology and ongoing service enhancements are anticipated to lead to a more efficient and stable development phase for the cross-border logistics system [5]

Core Insights - In 2025, new policies from Amazon in the U.S. present systemic challenges for cross-border sellers, including tighter FBA inventory capacity limits, implementation of automatic removal of aged inventory, and upgraded delivery efficiency standards, prompting a reevaluation of logistics supply chain strategies [1] - The value of third-party overseas warehouses is shifting from being a cost center to a strategic asset, particularly in inventory management, delivery network construction, and compliance risk management [1][2] Inventory Management - Third-party overseas warehouses can effectively alleviate FBA capacity pressure, serving as a buffer for seasonal stock and preventing sales losses due to insufficient capacity [1] - Professional overseas warehouses offer reverse logistics services such as quality inspection and refurbishment, significantly reducing product disposal costs in response to Amazon's automatic removal policy for aged inventory [1] Delivery Network Construction - Third-party overseas warehouses are enhancing fulfillment efficiency through technology, including API integration with multiple e-commerce platforms and automated order processing systems, which reduce manual intervention [1] - Some service providers have achieved delivery of large items across the U.S. within 72 hours, effectively meeting diverse e-commerce fulfillment needs [1] Compliance Risk Management - Compliance risk management is becoming a crucial value point for overseas warehouses, especially with increasing regulatory scrutiny in areas like product labeling and hazardous materials storage [1] - Certified overseas warehouses can help sellers mitigate compliance risks, particularly for large items like furniture and fitness equipment, as well as specialized categories such as energy storage batteries [1] Future Trends - Data indicates that overseas warehouses equipped with intelligent sorting systems and reverse logistics capabilities can increase return conversion rates to over 70%, significantly reducing seller losses [2] - As cross-border e-commerce enters a more refined operational phase, overseas warehouses are evolving into supply chain hubs that integrate inventory optimization, data management, and compliance consulting [2] - Sellers need to reassess their criteria for selecting overseas warehouses from a strategic perspective, focusing on technology integration capabilities and compliance qualification network density to build a more resilient cross-border supply chain [2]

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].