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Analysis and Interpretation of the 2024 Cross-border E-commerce Logistics Industry Landscape in China
Release Date:2024.05.08 Cate:ArticlesIn the 7th Cross-border E-commerce Logistics Trend Summit held on March 28th, Wang Yongqiang, founder of Baixiao Network/Cross-border E-commerce Logistics Baixiaosheng, interpreted the 2024 Xiaosheng Ranking List and analyzed the development pattern and future trends of the cross-border logistics industry in 2024.Analysis of the 2024 Xiaosheng Ranking ListDuring the selection process of the 2024 X
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How does E-commerce Logistics Impact the Parcel, Air Freight, and Maritime Shipping Markets in 2024?
Release Date:2024.03.11 Cate:Articles1、Continued Growth of E-commerce Amid Uncertainty On July 5, 1994, Jeffrey Preston Jorgensen (now known as Jeff Bezos) began selling books from his garage in Bellevue, Washington, USA. The company he founded, named Amazon, was chosen because Bezos believed naming it after the world's largest river would be meaningful for its development goals. Indeed, Amazon's expansion has proven this po
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Ten Years of Focus Achieves Canada's Top Cross-Border Logistics Enterprise | Exclusive Interview by Xiaosheng: Founder of JiaYou International, Fu Jian
Release Date:2024.03.01 Cate:Articles1. China-Canada Direct Flight Capacity: Increasing Frequency of All-Cargo Flights Currently, there is a large demand for cross-border e-commerce parcels to be exported via air transportation from China every day. These parcels include shipments from platforms like SHEIN, TEMU, TIKTOK, AliExpress, independent websites, and export consolidation, with about 80% of parcel volume directed towards Euro
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After the tax reform, another significant event in Brazil's cross-border logistics!
Release Date:2024.01.15 Cate:ArticlesAfter the tax reform, what are the pain points in the cross-border logistics market in Brazil?In November 2023, during a live connection with Fang Ke, the founder of Anjun Logistics, Fang provided a detailed and comprehensive explanation of the changes and current situation of logistics in Brazil after the tax reform.The main content of Brazil's "Compliance Tax Payment Plan (PRC)" is
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Top 10 Cross-Border E-commerce Events of 2023
Release Date:2024.01.05 Cate:ArticlesIn 2023, the cross-border e-commerce market witnessed a recovery, and China's e-commerce giants embarked on a global expansion era. Terms such as 'full-service management,' 'Amazon Global Recruitment,' 'SHEIN IPO,' 'TEMU Super Bowl,' and 'TikTok Indonesia Ban' frequently dominated media headlines, becoming the key words of the year. This article will rev
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Behind Temu's fully managed service is the logistics running at full throttle with added horsepower.
Release Date:2024.01.02 Cate:ArticlesIn 2023, the four emerging overseas powerhouses gained significant momentum. Pinduoduo's overseas platform, Temu, which went live just over a year ago, rapidly caught up and achieved remarkable success, with order volume and GMV (Gross Merchandise Volume) soaring continuously. In November, Pinduoduo released its financial report, temporarily surpassing Alibaba in market value and once again be
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General airfreight in the doldrums – but charters are soaring
Release Date:2023.12.04 Cate:ArticlesWhile scheduled airfreight operations continue to be buffeted by economic headwinds, the going has been smoother for the charter segment this year – and it is currently experiencing very strong rates.The Loadstar has heard unconfirmed reports of pricing hitting $1.3m for a long-haul charter, with charter operators sold-out of capacity for the rest of the year.There has been demand for charters wo
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Air cargo’s anemic peak season nothing to celebrate
Release Date:2023.11.27 Cate:ArticlesModerate strengthening of demand since August has buoyed the sagging air cargo market, but the seasonal surge in retail shipments for the holidays appears to be a third the normal level and more industry players are resetting expectations for a real recovery until the fall of 2024, or later.Market intelligence provider Xeneta said airfreight volumes bumped up 2% in October from September and incre
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Are we in an unprecedented parcel rate war?
Release Date:2023.11.27 Cate:ArticlesParcel-delivery industry pundits predicted at the start of 2023 that it would be the year of the shipper. For the most part, that forecast has come to pass. Now as 2024 comes into fuller view, indications are that shippers will be in even higher cotton than they are in 2023, or for that matter, in the past four years or longer. The two national carriers, FedEx Corp. (NYSE: FDX) and UPS Inc. (NYSE:
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What Challenges and Opportunities Does the Brazilian Tax Reform Bring to the Cross-Border E-commerce Industry? (Part 2) | Conversation with Fang Ke, Founder of Anjun Logistics
Release Date:2023.11.22 Cate:Articles"After the Implementation of the New Tax Policy in China, the cross-border e-commerce market in Brazil has undergone earth-shaking changes, profoundly affecting sellers, platforms, and logistics providers, changing the operation mode of multiple links such as declaration, customs clearance, routes, and end delivery. Overall, the changes brought to sellers, platforms, and logistics providers b
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Development Path Analysis of the Hundred Billion New Track: The Five Phases of Aggregation Shipping Enterprises
Release Date:2023.11.21 Cate:ArticlesDuring the pandemic, thousands of aggregation shipping enterprises emerged, especially in the Fuyong Town area of Shenzhen. In this article, we will uncover the charm of the aggregation shipping industry and explore how these enterprises can break through the ceiling and achieve scalable growth.The Allure of the Aggregation Shipping Industry:In the past three years, the aggregation shipping indust
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巴西税改带给跨境电商行业哪些挑战与机遇?(上篇)丨对话安骏物流创始人方轲
Release Date:2023.11.20 Cate:Articles作为近几年增长迅速的新兴市场之一,巴西吸引了许多跨境行业从业者。今年以来,巴西税改新政受到了卖家、电商平台和物流服务商的持续关注。由于巴西的税收政策复杂,变化频繁,要弄清楚巴西税改新政并不容易。对于跨境电商行业而言,巴西的税收政策究竟做出了哪些改革,具体又有哪些变化,还需要从头梳理。巴西税改历史及现状巴西的税收政策改革,主要是围绕“50美金以下进口商品免税”相关政策的讨论。这一政策的推出要追溯到2005
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运力过剩、需求疲软,快递包裹公司将何去何从?
Release Date:2023.11.06 Cate:Articles平淡的旺季让承运商更加渴望恢复疫情时期的货量,也让托运人正在重新获得议价优势。图片来源:网络似乎就在昨天,包裹承运商还在为巨大的需求增长做准备。由于疫情原因,消费者被困在家里,增加了在线订购食品、家庭办公用品、健身器材、电子产品和其他耐用品的力度,这给包裹承运商带来了巨大的货量。当时,行业预测师们都纷纷预测,随着电商的爆炸式增长,未来几年包裹的增长率将达到20%。如今随着市场进入2023年的最后阶段,情况
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10月航空货运的水平达到市场预期了吗?
Release Date:2023.11.06 Cate:Articles根据Xeneta最新的每周市场分析,今年10月份全球航空货运量和现货费率略有上升,但整体需求仍然低迷,航空公司和货运代理对于传统年终收入增长的希望也破灭了。最新行业数据显示,2023年10月份航空货运量环比增长2%,与前五年相比属于次季节性水平,普遍的现货费率较9月小幅上涨了2%,每公斤2.28美元,自2023年5月中旬以来首次在10月前两周高于季节性运价,随后回落至季节性水平以下。与去年相比,今年10月份全球航空货运现货费率下
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亚马逊在2023年暂停了全球扩张
Release Date:2023.11.02 Cate:Articles亚马逊计划于2023年初在智利、哥伦比亚、尼日利亚和南非市场推出新站点。然而,它现在没有在任何一个新市场推出。根据Insider的Eugene Kim在2021年获得的亚马逊文件,亚马逊计划于2023年2月在哥伦比亚和2023年4月在智利推出新站点,作为代号“Santos”项目计划的一部分。代号“Fela”的南非项目计划预计于2023年2月推出,尼日利亚计划于2023年4月推出。亚马逊在十个市场推出了产品,在过去的6年中连续每年至少会推出一个新市场站点
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重重阻力,Tik Tok如何化解困局?
Release Date:2023.10.30 Cate:Articles对于Tik Tok电商业务而言,印尼和东南亚是不能失守的阵地,Tik Tok必须想办法解决当前的困境,才能继续走向全球化。它要如何在这一市场卷土重来?图片来源:网络印尼围猎,多国施压印度尼西亚一纸禁令,不仅打乱了Tik Tok高歌猛进的步伐,更在东南亚电商市场一石激起千层浪。9月27日,印尼贸易部正式宣布了《2023年第31号贸易部长令》,该法规的核心内容就是禁止Tik Tok等社交平台作为商品销售平台进行交易,理由是TikTok Shop等平
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8年、3年、4个月,屡创纪录的极兔还能再续奇迹吗?
Release Date:2023.10.30 Cate:Articles在物流市场,极兔称得上是一个奇迹:公司成立8年,入局中国3年,交表挂牌4个月,就成功赴港上市,屡屡创下最快纪录。但极兔仍然深陷亏损的泥潭,3年半时间就累计亏损248亿元。此次成功推开资本市场大门后,极兔还能延续奇迹神话,撑起来千亿市值吗?图片来源:极兔极兔在IPO速度上创下纪录2015年创立,短短几年时间便成为东南亚快递老大;2020年进入中国市场,3年就跻身行业前五。似乎自打出生那天起,极兔就是只狂飙的兔子,疯狂卷
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押注国际物流,菜鸟能否讲好海外新故事?
Release Date:2023.10.25 Cate:Articles从依托阿里电商体系而生,整合“通达系”快递,到逐步建立自己的全球物流网络,自建物流仓储基础设施,如今的菜鸟已拥有多个“全球第一”的头衔。此次率先冲刺IPO,菜鸟将会带来怎样的新故事?结合招股书和全球布局,我们试图窥探这一生长于阿里“大树”之下的物流独角兽的底色。图片来源:网络新征程:菜鸟打响上市发令枪9月26日,阿里巴巴发布公告称,拟以菜鸟在港交所主板独立上市的方式分拆菜鸟。当晚,菜鸟向港交所递交上市申
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未来20年2800架订单,客改货前景是否明朗?
Release Date:2023.10.23 Cate:Articles货运需求的看跌趋势、客运需求的增长,对客改货市场十分不利。图片来源:网络随着航空货运市场缓慢回暖,费率和货量在长期低迷之后逐渐进入正增长的区间,关注点可能会转移到客改货机(P2F)上,但这一领域面临着多重挑战。领先的航空市场情报和咨询公司IBA表示,波音737-800客改货飞机可能会供过于求,预计仅今年就有60架。IBA还强调,737-800的改装速度比其他机型的客改货计划都要快,其总数有望超过757-200客改货机队的311架。由
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空运价格上涨制造了市场复苏的假象
Release Date:2023.10.23 Cate:Articles在2024年之前,航运货运需求将面临“从底部缓慢爬升”的局面。图片来源:网络1.市场增长不是需求的根本转变航空物流的利益相关者可能需要控制一下庆祝货运量和运费终于从长期低迷的深渊中回升的热情。新发现的乐观情绪被这样一个事实所冲淡,即市场增长更多地与正常的季节性模式有关,而不是需求的根本转变。根据最新数据,市场与2022年年底的乏味期基本持平。由于消费者资金紧张,没有需求推动的迹象,分析师仍不看好假期旺季前传
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2023年的旺季与以往相比如何?
Release Date:2023.10.19 Cate:Articles旺季已经开始,但专家们担心今年的货量不会增加。事实上,供应链研究和洞察公司MTM Logix认为,2023年的货运量将与疫情前的水平非常相似,但也存在一些显著差异。MTM Logix首席执行Mario Veraldo解释,正如他所描述的那样,2019年的货运量略有增加,这带来了世界旺季的“正常化”。现在疫情的影响已经减轻,这种“正常化”可以再次回归。“在疫情期间,我们并没有真正意识到这一点,现在我们将回到这种模式。今年的上升趋势会持续到
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航空货运出现好转,市场即将全面复苏?
Release Date:2023.10.16 Cate:Articles图片来源:Shutterstock/Shane Hoggatt过去几周内,航空货运业有所改善,但这是否意味着市场即将迎来全面复苏,行业内对此存在争议。上周,基于数据提供商TAC Index给出的数据,波罗的海交易所航空货运指数(BAI)显示出增长趋势,最新的运价也表明了当下供需缩紧的情形。TAC在其每周市场更新中表示,在截至10月9日的这一周,BAI上涨0.7%,同比跌幅降至-29.2%,并带来了今年“真正的旺季反弹”的进一步证据:最近的增长再次受到中国
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与货代“抢饭碗”?亚马逊“物流全托管”带来跨境物流供应链全新变革!
Release Date:2023.10.16 Cate:Articles亚马逊推出“物流全托管”服务,侧面反映出亚马逊已经开始正视TEMU、SHEIN、TIKTOK这类新兴竞争对手。亚马逊这一举动,是否会动摇整个供应链管理市场?又会对货代、海外仓企业造成怎样的冲击?图片来源:网络正视TEMU等新兴对手,亚马逊推出物流全托管今年以来,跨境电商领域掀起了一场“全托管模式”的革新风暴,TEMU、SHEIN、TikTok、AliExpress等电商巨头纷纷加入全托管。于是有很多人猜测亚马逊会不会开启全托管模式,以及什么
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上半年航空货运市场:货物下降9%,合同和现货价格达到平衡
Release Date:2023.10.07 Cate:Articles根据数据提供商WorldACD Market Data相关数据显示,在2023年上半年,全球大多数区域航空货运市场的收费重量和平均费率均出现同比下降,而北非是少数几个实现增长的全球航空货运始发区域之一。基于World ACD的数据,航空货运数据专家发布了一份公开报告,涵盖了每月200万笔的交易,将2023年第二季度(Q2)及上半年(H1)与去年同期及2019年(疫情前最后一年)进行了比较,突出了随着市场持续进行疫情后的调整,一些航空货运市场区域
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订单减少到“零”?全球货机市场是产能过剩还是供应不足?
Release Date:2023.10.07 Cate:Articles空运市场触底、客改货速度减缓、窄体机型过剩、电商需求驱动增长,一些结构性因素正在影响全球货机需求的变化。图片来源:网络专门将客机改装成货机的航空航天公司预计今年将生产创纪录数量的货机,但国际货运和电子商务量的下降,导致新飞机和改装飞机订单逐渐减少。尽管生产的货机数量超过了目前的需求,但航空公司和租赁公司大多仍然坚守承诺购买飞机,以期利用电子商务和国际贸易的预期增长,并实现机队的现代化。而关于短途和
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全托管模式下,跨境电商物流市场迎来结构性变化!
Release Date:2023.10.07 Cate:Articles随着越来越多的跨境电商平台推出全托管模式,跨境电商物流市场迎来了结构性的变化,整个行业的流量、订单、资源位都出现了一些变化。全托管模式带来的新机遇全托管带来了一些挑战,也有机遇。在机遇层面,在跨境物流全链路的某个核心节点拥有核心资源位以及核心基础设施、运力产能的企业正在迎来不错的发展势头。跨境电商包裹今年呈现井喷式增长,很多跨境电商专线在航空干线上的包机频次加密,会让直发B2C包裹的成本进一步降低,专
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中国家电出海,谁的跨境物流红利?【垂直行业跨境物流观察】
Release Date:2023.09.15 Cate:Articles廉价的劳动力成本、庞大的市场需求、齐全的产业链配套,这些一直是中国家电产业在全球市场崛起的重要因素。如今,在劳动力成本上升、大国需求放缓、产业链外迁的压力下,中国家电出海正面临着新的挑战。但别忘了,时代关上一扇门,也会打开一扇窗。1.中国家电出海,发展到哪个阶段了?回顾中国家电出海之路,大致可分为两个阶段。第一阶段从19世纪80年代开启。改革开放带来居民收入水平迅速提升,70年代的“老三件”逐渐被“电视、
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亚马逊重启货运服务,能否与FedEx、UPS一战?
Release Date:2023.09.11 Cate:Articles亚马逊重启货运服务 (Amazon Shipping),从短期来看,将会从小型、以电商为主的服务商中夺取份额;而从长远来看,未来与联邦快递、UPS正面交锋,或许也只是时间问题。亚马逊重启货运服务,开启新篇章?8月末,全球电子商务巨头亚马逊宣布正式重新启动其亚马逊货运服务,后续或将与联邦快递、UPS直接展开竞争。一些业内专家认为,对于正在考虑地面快递服务的托运人而言,这既有利也存在潜在风险。根据亚马逊官网显示,亚马逊的这项货
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全托管席卷全球,跨境电商巨头的供应链内卷之争!
Release Date:2023.08.16 Cate:Articles在全球重塑的背景下,具有中国特色的供应链模式“全托管”模式在各平台诞生。全托管主要是指由电商平台来负责店铺运营、仓储、配送、退换货、售后服务等环节,商家只负责提供货品、备货入仓的一种业务模式。随着全托管风靡全球,我们站在平台、商家、物流以及行业的角度,来看看全托管模式将会带来哪些变革?图片来源:网络跨境电商平台:“助力”还是“压力”?全球电商巨头纷纷入局全托管竞争,不同的基因和优势让各家呈现出不同
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新劳工协议或将导致UPS运费上涨8%,FedEx也将跟进?
Release Date:2023.07.31 Cate:Articles在经过激烈的谈判后,UPS和其卡车司机工会Teamsters就一项为期五年的暂定协议达成了一致意见。距离7月31日最后期限仅剩几天,总部位于亚特兰大的UPS与Teamsters之间的劳资谈判一度进展艰难,时断时续。然而,在7月25日,双方终于达成了一项为期五年的暂定协议。在此之前,这项谈判一直充满不确定性。在7月及之前的谈判中,双方在某些条款和条件上似乎都不肯妥协,因而约33万名工会成员集体罢工的可能性非常大。UPS首席执行官Carol
- 2024-05-08
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· How does E-commerce Logistics Impact the Parcel, Air Freight, and Maritime Shipping Markets in 2024?
2024-03-11 - 2024-03-01