With the rapid development of the semi-managed model on e-commerce platforms, the overseas warehouse industry is facing new growth opportunities.

Currently, the demand for drop-shipping from overseas warehouses is surging as the semi-managed model becomes more prevalent. However, e-commerce platforms are increasingly inclined to collaborate with overseas warehouse companies that have a certain scale of storage capacity and a well-established regional warehouse network. As a result, the selection criteria and requirements for overseas warehouses have become stricter.

E-commerce platforms are also raising the bar for logistics fulfillment, emphasizing the timeliness and stability of overseas delivery. This means that while overseas warehouse companies focus on expanding their scale, they must also invest heavily in upgrading both hardware and software. By leveraging advanced technologies like big data and AI, these companies can enhance operational efficiency through intelligent systems and algorithms.

In light of Amazon's distributed warehousing and the launch of its new Supply Chain by Amazon service, overseas warehouse companies must develop localized, efficient fulfillment capabilities to improve response speed. At the same time, companies should prioritize seamless integration with regional "last-mile" delivery capabilities. Some e-commerce platforms are attempting to separate the overseas warehouse function from last-mile delivery, which in effect strips overseas warehouses of their main profit source, potentially making the service costs more transparent in the future.

In the future, the overseas warehouse industry may become more polarized. More small warehouses may evolve to cater to specific needs such as transit, temporary storage, returns, and relabeling, while larger warehouses with scale advantages will likely attract platform and brand customers. The customer bases and business models of these two groups will become more differentiated, and their operational scenarios will diverge significantly.

In fact, the overseas warehouse industry has clear marginal and scale effects, requiring companies to maintain strategic endurance with long-term investment while building the ability to weather industry cycles. Those companies that can achieve deep localized operations overseas, serve a diverse customer base, and segment customer demands will have greater opportunities for growth in the future.

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