The U.S. government first imposed a 10% tariff on Chinese goods, then delayed the implementation of a 25% tariff on Canada and Mexico until March. On February 8, the U.S. signed a new executive order that temporarily continues to allow low-cost product packages from China to enter the U.S. duty-free, reversing its previous policy of removing the “minimum threshold” exemption for small packages under $800. However, this is clearly not a retreat but a short-term delay. The exact timing of when the $800 duty-free policy will be strictly enforced remains an uncertain "Sword of Damocles."
As tariff wars between major powers become the norm, the global economic order will undergo a fracturing and restructuring. High tariffs and escalating trade wars directly impact Chinese export businesses, not only revealing the challenges facing the current direct-shipping logistics model but also signaling a shift for Chinese cross-border e-commerce platforms heavily relying on air-express small packages to accelerate their transformation!
For Chinese export enterprises, this game is both a challenge and an unprecedented historical opportunity. Leading e-commerce platforms like SHEIN and TEMU, along with cross-border e-commerce and logistics companies, are reshaping global supply chains. More and more cross-border merchants are opting for a two-pronged approach, effectively combining overseas warehouse shipping with cross-border direct mail. The era of multi-platform, localized, omni-channel retail through overseas warehouses has arrived, and cross-border e-commerce is returning to the essence of new retail, integrating online and offline in overseas markets, making the importance of overseas warehouses even more prominent.
The escalation of tariff wars is also accelerating the overseas expansion of Chinese manufacturing capabilities. In the future, more factories will choose to set up production facilities in target market countries to address local issues, thus achieving globalized supply chains and localized sales.
At the same time, regional conflicts around the world, such as the Russia-Ukraine conflict, the Israel-Palestine conflict, and the Red Sea crisis, are gradually easing. Global transportation capacity will gradually return to a relatively abundant state, and alternative transportation options between air and sea will become increasingly diversified. As a result, global freight rates will gradually return to rational levels. Once market pricing returns to the normal level driven by supply and demand, the pricing mechanisms previously set by airlines and shipping companies under high expectations will change, reshaping the global logistics industry's competitive landscape and having a far-reaching impact on global trade and economic development.
In the context of frequent global policy changes, stricter overseas regulations, and the reshaping of business flow patterns, industry cycle fluctuations are accelerating. In the past, the growth of cross-border e-commerce resembled a smooth upward curve. In the future, the growth of the industry will resemble a jagged upward curve, constantly rising amid global shocks and fluctuations.
With the start of 2025, the global e-commerce and logistics industries have entered an adjustment period. The consensus and uncertainties of overseas markets remain unclear. In this context, we need to think deeply about:
· With global trade conflicts becoming the norm, how should cross-border enterprises lay out their logistics supply chains?
· As global markets return to rational growth, how can Chinese export enterprises build core competitiveness?
· With increasing global variables that are unpredictable, how should companies respond to cyclical fluctuations?
· As global policy landscapes become complex and ever-changing, how can Chinese manufacturing industries go global and succeed?
· In the context of industrial clusters going abroad, what new development trends will China's logistics supply chains face?
Event Information:
The 8th China Cross-border E-Commerce Logistics Trends Summit and Global Air Freight Trends Development Forum
Overseas Warehouse and Last-Mile Delivery Panel:
April 24-25, 2024
Let us embrace this uncertain environment and find new balance points amid fluctuating growth!
Event Cooperation Contact:
Hana
Phone: 18682400179
Email: Hana@kjwlbxs.com
Event Registration Contact:
Leona
Phone: 17796334985
Email: Leona@kiwlbxs.com
End
Official WeChat Account: Cross-border E-Commerce Logistics Baixiaosheng