Steven Wang: According to incomplete statistics, there are conservatively estimated to be around 500 to 1,000 companies engaged in FBA first-mile logistics in Shenzhen alone. Regions such as Fuyong, Longhua, and Bantian in Shenzhen are highly concentrated with these companies. Sometimes, there may be dozens of such companies within a single logistics park.

In Shenzhen alone, there are about 100,000 to 150,000 Amazon seller entities. This large number of Amazon sellers generates enormous demand for logistics and shipping. FBA first-mile logistics companies are widespread, relying on a variety of transport channels like air freight, sea freight, rail, and trucking. Combined with the practice of offering both tax-inclusive and tax-excluded services at overseas destination ports, it’s not an exaggeration to say that first-mile solutions are extremely diverse.

The FBA first-mile logistics market has a sufficiently large customer base and many service providers. With the growth of semi-managed models from various e-commerce platforms, the demand for sea freight first-mile shipping to various third-party overseas warehouses is also rapidly increasing. The sea freight + overseas warehouse model is boosting the overall volume and scale of first-mile logistics service providers and attracting more companies to join the first-mile logistics sector. It can be said that first-mile logistics remains a high-growth sector.

Because many FBA first-mile logistics providers offer services like "door-to-door with tax clearance," this leads to a significant increase in tax and compliance risks as shipping volumes grow. The situation is a bit better on U.S. routes, but especially in Europe, there are hardly any dominant FBA first-mile logistics providers. Many adopt a decentralized business model to mitigate tax and compliance risks.

The barriers to entry in first-mile logistics are relatively low, and there are multiple ways to secure sea freight line space. Resources for overseas services such as customs clearance, cargo collection, deconsolidation, and delivery are dispersed across different regions. This allows even small first-mile logistics companies to combine trunk resources with overseas services to create dedicated lines, claiming to be the ones handling their own container loading. As a result, there are many "self-handling" first-mile logistics companies.

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Public Account: Cross-border E-commerce Logistics Baixiaosheng