As the global economic landscape continues to evolve, 2025 is witnessing a series of profound changes, with the trend of manufacturing industries expanding overseas being particularly prominent.

The recent U.S. tariff policy has become a catalyst for accelerating the global expansion of Chinese manufacturing capabilities. More and more factories are opting to establish production facilities in their target market countries. This not only helps address local tax and employment issues, fulfilling corporate social responsibility (ESG), but also achieves global supply chain integration and localized sales.

Many countries now prioritize supply chain security over cost and efficiency, and this shift has opened new opportunities for manufacturing companies to expand internationally. Going abroad not only helps avoid trade barriers and alleviates domestic industry overcapacity, but also drives the internationalization of surrounding service industries. As the key enabler of manufacturing expansion, logistics and supply chain services are undeniably important.

Although Chinese cross-border e-commerce has become the vanguard force for companies expanding overseas and has driven the global growth of Chinese logistics enterprises, China has yet to see the emergence of a global logistics giant like DHL or UPS.

Chinese logistics companies face the challenge of not being able to fully rely on e-commerce platform orders. While e-commerce platforms provide substantial order volumes to support logistics infrastructure development and network operations, their strong bargaining power makes it difficult for logistics companies to achieve sustainable and significant profits. As a result, many logistics companies are exploring new paths. They initially build service capabilities overseas based on orders from B2C e-commerce platforms, and then focus on developing B2B customers, addressing the export needs of various industries, and offering customized international supply chain solutions. This approach diversifies their customer base and profit sources.

Given the vast differences in business scenarios and demands across industries, sectors such as new energy, prepared food, large furniture, AI robotics, and drones are likely to foster specialized international supply chain logistics companies to meet the export needs of various industries. Moving from cross-border e-commerce logistics to international logistics and continually expanding service and customer boundaries will be a key strategy for coping with future industry uncertainties. Chinese logistics companies are standing at a crossroads of transformation. By seizing the opportunities created by the overseas expansion of manufacturing industries, they are poised to make a significant mark in the global logistics market.

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Public Account: Cross-border E-Commerce Logistics Baixiaosheng