In recent years, the implementation of U.S. tariff policies has accelerated the process of Chinese manufacturing expanding overseas. Increasingly, Chinese companies are choosing to build factories in target market countries to circumvent trade barriers, integrate into local markets, and assume roles in generating local tax revenues, creating jobs, and fulfilling their corporate social responsibility, including ESG (Environmental, Social, and Governance). This trend has not only promoted the globalization of supply chains but also enabled localized sales, opening up new paths for the development of Chinese manufacturing.

Globally, supply chain security is gradually becoming a higher priority than cost and efficiency, drawing attention from nations around the world. The offshore expansion of manufacturing not only helps Chinese companies bypass trade barriers but also alleviates the domestic market's intense competition. By shifting production capacity abroad, Chinese companies can optimize resource allocation on a global scale, while simultaneously driving the globalization of surrounding service industries, thereby forming synergistic effects along the industrial chain.

In this process, logistics and supply chain services have become essential to supporting the expansion of manufacturing overseas. However, despite the opportunities provided by the outbound flow of cross-border e-commerce, China has yet to produce a global logistics giant comparable to DHL or UPS. While cross-border e-commerce orders have provided logistics companies with large volumes of goods, supporting infrastructure development and network operations, the strong bargaining power of e-commerce platforms in these transactions has made it difficult for logistics companies to achieve sustainable, significant profits.

To address this challenge, many logistics companies have begun adjusting their strategies, shifting their focus from solely serving to-consumer (To C) e-commerce platforms to a broader to-business (To B) clientele. By rapidly building service capabilities overseas, logistics companies are now targeting the demand for outbound logistics across various industries, offering customized supply chain solutions. This transition from To C to To B has not only helped logistics companies diversify their customer base but has also made their revenue sources more varied, thereby strengthening their ability to cope with market uncertainties.

Different industries' specialized needs present new growth opportunities for logistics companies. For example, the new energy sector requires efficient logistics networks to support the transportation of batteries and solar panels; the pre-prepared meal industry relies on cold chain logistics to ensure food freshness; large furniture requires specialized transportation and installation services; and the AI robotics and drone industries demand highly precise logistics services. By providing customized solutions to these niche sectors, logistics companies can not only meet diverse market demands but also enhance their competitiveness as they continue to expand their service offerings.

As the overseas expansion of manufacturing deepens, logistics companies are evolving from cross-border e-commerce logistics providers to broader outbound logistics service providers. This shift not only signifies an expansion of service scope but also requires logistics companies to continually enhance their service capabilities to meet the complex demands of global markets. By delivering high-quality supply chain services, logistics companies can not only support the globalization of Chinese manufacturing but also secure a more prominent position in the global market.

In summary, U.S. tariff policies have accelerated the offshore expansion of Chinese manufacturing, driving the globalization of supply chains and the localization of sales. Against this backdrop, logistics companies are broadening their service boundaries through the transition from To C to To B and by offering customized solutions to specialized industries, thereby assisting Chinese companies in achieving greater success in global markets. Looking ahead, as manufacturing continues to expand overseas, logistics companies will play a key role, providing strong support for the globalization of China's economy.

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Public Account: Cross-border E-commerce Logistics Baixiaosheng