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热词推荐: 能源基础设施

中国跨境电商物流行业竞争格局深度分析

文章摘要

客观来说,并不是所有散乱竞争的市场最终都会走向集中,走货关键节点资源的稀缺性和排他性决定了跨境电商货代在产业链中面对供应商(供应主体)必然处于天然不对等的话语权弱势地位;因此,通过数字化手段或独立发展,或将是我国跨境电商物流企业的突围路径。此外,从疫情发展及退潮的全过程来看,跨境电商物流的本轮繁荣其实是供给矛盾爆发的动态过程。归根结底是暂时性的需求转移碰上了供给滑坡,最终导致的行业的突飞猛进。随着疫情的退潮及经济大环境的变动,部分需求回流线下及整体需求萎缩已是不争的事实。

Abstract

Not all scattered competitive markets will eventually become centralized objectively. The scarcity and exclusiveness of resources decide that cross-border e-commerce freight forwarders will be in an unequal position inevitably when facing suppliers in the industrial chain. Therefore,it will be the breakout path of cross-border e-commerce logistics enterprises through digital means and independently development in China. Furthermore,the current prosperous cross-border e-commerce logistics is actually a dynamic process of the outbreak of supply contradictions in the whole process of epidemic. In summary,the temporary transfer of demand suffered the supply decline,which caused the rapid development of the industry ultimately. With the epidemic fade and the changes of the economic environment,it is an indisputable fact that the part of the demands has turned to offline and the overall demands has shrunk.

作者简介
田勇:田勇,西澳大利亚大学工学硕士,运联研究院研究总监,主要研究方向为跨境物流、供应链与合同物流。