International logistics "revolution" to the year after trading volume of 6.5 trillion yuan
Date:2016-03-23 Hits:3610In the world conference on the Internet "cross-border e-commerce and global economic integration" points on the BBS, alibaba, amazon and other electricity are hot cross-border e-commerce of booming prospect of globalization.
Currently, cross-border electricity is becoming a new blue ocean. Cross-border e-commerce transactions in China in 2013 reached 3.1 trillion yuan, is expected to 2016 will increase to 6.5 trillion yuan, an average annual growth of close to 30%. Cross-border e-commerce market space is huge, but they are suffering from the pain of logistics, logistics cost is high, the delivery time is long, does not support return become a few big pain points, etc.
In order to enter the "blue ocean", the major cross-border electronic business logistics giants are layout. Cross-border electricity industry that the focus of the competition will be transferred to the logistics supply chain solutions, cross-border electronic business logistics to "change". Alibaba COO zhang yong said in the BBS, rookie logistics will use the data integration ability, help logistics partners to achieve a true wisdom logistics.
On November 11, 2014, chongqing cross-border ZhuoYi net electricity enterprise employees in a bonded port area of storage base sorting consumers order of imported goods.
Free-for-all era
Trillion-dollar cake before, each big dealer market in succession to cross-border electricity. Founded in July this year, suning low-key cross-border electricity project team, fight is now in the global investment promotion; In October, the amazon China abruptly announced opening six sites overseas direct mail service in China, and then to "a" double tenth day, announced that all the Chinese version of the amazon overseas purchase online store; Alibaba "double ten" is the first time that Tmall international, taobao overseas, such as speed sell tong platform.
Nevertheless, the personage inside course of study thinks, the logistics is still a cross-border electricity fast development the main bottleneck. In terms of logistics, cross-border electricity exists several big pain points, including the logistics cost is high, the delivery time is long, packages can't track the whole process, customs barriers, damaged or even lost package, does not support return, etc.
Currently, cross-border electricity mainly have five logistics model, the most common is the international parcel and international express delivery. According to incomplete statistics, 70% of China's export business of cross-border electricity packages are delivered through the postal system, of which China post accounts for about 50% of the share. Although the postal network basic cover the world, but shipping time is long, high packet loss rate.
The second is the international express delivery, mainly by the four big UPS, Fedex, DHL, TNT. International express speed, customer experience is good, but expensive. For example, using UPS send the package to the United States from China, the fastest to arrive within 48 hours.
And the third for overseas warehouse. Sellers in the storage of goods to overseas warehouse first, then according to the orders for the sorting, packaging, and large-scale delivery of the goods. Although solved the packet times the problem of high cost and long delivery cycle, but there are also easy to control money, operational cost is high.
The fourth is cross-border railway logistics. General aviation package module, by the transport of goods to abroad, and through cooperation company in domestic delivery destination countries. This way by economies of scale to reduce costs, but in domestic LanShou relatively limited the scope of coverage area needs to be expanded.
Fifth is the internationalization of domestic express delivery service. Shentong, motion in cross-border logistics layout early. But because it is not focused on cross-border business, covering overseas markets is limited.
A business with great potential for development of cross-border electricity business logistics, also attracted many market main body participation, entered the era of free-for-all.
Such as alibaba, such as amazon, through the way of cooperation with the third party logistics enterprise, to provide platform for sellers include shopping cart software, source distribution, channel management, online marketing, online payment, one-stop service of global logistics and warehousing. Fourth party resources integration service providers such as square, also introduce integrated logistics services.
In addition to the above several big involved in the relationship, with the advantage of capacity by airlines and shipping companies also join the game. Eastern airlines / - 0.89% of funding research to the company independently developed by China Eastern logistics e-commerce platform "eastern origin direct", take the B2B2C mode, to make foreign fresh food, fruit and vegetable foods, fresh milk products procurement and domestic sales. In December last year, China's outbound [0.17%] co., LTD., launched a "yun hui" cross-border e-commerce platform.
Since cross-border e-commerce service policy pilot appeared fta/bonded area cross-border electric business platform. Launched cross-border links such as Shanghai free trade zone, ningbo bonded area launched cross-border shopping. At present, this kind of electric business platform operated by official business scale of into the demand is higher, in business is less, clinch a deal amount is also small.
Next station: bonded stock model
The "double tenth," Ms. Liu made a special "overseas online shopping", November 19, she received from the Netherlands imported milk powder, Courier fees and receiving time and domestic taobao is essentially the same.
Miss liu doesn't know is that overseas direct mail in order to shorten the time and the cans of milk powder is airlifted from Holland in advance, after the customs for the record, send to Tmall international bonded warehouse. According to the store customer service, store rookie logistics cooperation, starting from may this year and due to store data and bonded area, after payment can push data to the customs, customs clearance time 1 to 10 days or so, can receive your order within ten days after commonly, shipping and delivery time will be a lot less than overseas direct mail.
Zhang yong said that the alibaba "double a" global practice, the most important attempt is the way of the bonded warehouse. Data show that Tmall international at present more than 60% of the transaction order to stock up to a few big bonded area and shipment.
Since last year, ningbo, Shanghai, chongqing, hangzhou, zhengzhou, guangzhou, the six cities pilot cross-border electricity trade, based on the above six pilot bonded port area, a few big electric business launched in bonded stock and bonded goods collection mode as the core of supply chain based model of stock. So-called bonded goods, goods from overseas to enter namely, duty-free storage bonded warehouse, consumers after placing orders, product directly from the bonded warehouse.
This stems mainly from this year on July 29, the general administration of customs of "no. 56," cross-border electricity imported goods through customs supervision and control system for the record, to promote "listing nuclear put, collect declares," the convenience of model, solved the cross-border electricity goods exit in the form of personal belongings line by mail to existing fast customs clearance, settlement of exchange, tax rebates, and other issues. The customs no. 56 with free trade zone, bonded zone, then formed the bonded for the new model.
In the "double" and ali successful cooperation of cosco group, cosco airfreight company in guangzhou, is to take this pattern. Guangzhou cosco airfreight company controller introduces, as a cross-border electricity business logistics pilot enterprises, from this year began in September and rookie logistics cooperation, mainly in the service of the bonded stock Tmall international business. Company mainly undertake electronic with guangzhou customs clearance business, at the same time provide bonded storage and sorting packaging services and take part to the international air freight, domestic distribution comprised rookie express company is responsible for the cooperation.
Content in al e-commerce logistics and express the branch secretary Wan Ying pointed out that the bonded stock model can not only through the batch transportation cost, also can greatly shorten the buyer the goods time. More importantly, free trade, free trade zone of the commodity, in the law can be viewed as not clear immigration, need not pay tax. And buyers order down, sorting into packets to personal items after customs clearance, need pay line post duty, unlike general trade in addition to pay tariff, there will be 17% VAT.
Bonded stock model, however, there is still a risk policy. Zhejiang business research institute, said dean Zhang Handong "bonded into line, mail out" pattern of remaining arguments, exactly for the country's taxation on the tax is levied more? Cross-border electricity boots has yet to be born, other one is the China commodity inspection as well as national regulatory bottom line of the bonded stock patterns.
At the pier CEO has bibo's opinion, if the bonded goods go to mass flux model, will hopefully in the next year for the whole industry through a wide road, almost can be disruptive to promote the self reconstruction of the whole traditional import trade industry upgrade.
The jingdong group CEO liu said on the Internet conference, countries may gradually tightening small package line, small package cross-border electricity is limited in the long run.
"A haitong" new style
In July, China shipping group [0.30% of funding research to], China, Hong Kong, shenzhen science and technology / - 2.64% of funding research to hand in hand together to build the global cross-border ali electric business logistics service platform, has caused high attention in the capital markets.
After the sea because transportation time is too long, less by cross-border electricity use. But the shipping is a mode of transportation of the lowest logistics cost, high degree of standardization and freight. Guangzhou cosco airfreight company controller introduces, cross-border electricity by air way, is the shipping cost is more than ten times, but also a lot faster, basic is 1/10 of the shipping.
And the rise of domestic bonded stock pattern, let a cross-border electricity can choose this cheaper way to shipping the goods transportation from overseas to domestic storage for sale.
On September 15, funded jointly by Hong Kong and China science and technology, the haitong global supply chain management (shenzhen) co., LTD. (a haitong) online. Haitong registered capital of 20 million yuan, each accounted for 50% of the company. After two or three weeks on the sidelines, haitong platforms cargo increase gradually. A haitong company deputy general manager of east China Dong Lvmin introduces, at present a haitong has entered a virtuous cycle, wanhai, evergreen and other shipping giant also joined a haitong platform.
Dong Lvmin, according to electric business platform of China shipping dock with the ali "alibaba shipping comprehensive service platform" has been launched recently. The two sides will work together to create a micro for small and medium-sized customers one-stop logistics service of shipping, the platform support online booking, online check the bill of lading, online payment, etc., at the same time also provide the trailer, customs clearance, tax refund and shipping related services such as financial services.
"At present, China shipping cooperation with ali focuses on alibaba B2B business, China shipping FCL export service. A haitong platform as the actual carrier." Dong Lvmin said.
Haitong securities [1.84% of funding research to] Jiang Ming shipping analyst thinks, with the help of logistics through cross-border electrical business is a focal point in the future, including cross-border electricity combine shipping price is best. With the expansion of the scope of cross-border electricity pilot, ali with big data adopts the model of stock may be a cross-border logistics major solutions, which calculated the potential needs of customers, merchants will batch ready to foreign goods under customs control of bonded warehouse.
In this mode the shipping service will take the place of previously cross-border electricity traders use airmail, and the flow is relatively simple, the cost per unit of goods will be greatly reduced. And China shipping system itself also has the ability to seek suitable warehouse resources at home and abroad, the superposition of a da tong clearance ability and gradually built a rookie network, ali and China has formed a low cost of cross-border electronic business logistics channel. If China in the future can you cut the cross-border electricity business itself is the best, in foreign countries, Hong Kong, there are a lot of sales outlets.
Jiang Ming also expressed his concerns, however, a haitong logistics service ability is limited, and the platform for the majority of small and medium-sized customers, go LCL quantity is bigger, will further test the haitong logistics capability. Moreover, ali and China shipping cooperation, the present stage of development is not equal on both sides, China shipping in the degree of benefit remains to be seen.
Wan Ying thinks, shipping + bonded stock model, the future will become the mainstream of cross-border electronic business logistics. Many clients have no choice before shipping mode because time is too long, and pre storage model, and the policy of domestic bonded together, will greatly reduce the cycle of the freight and transportation costs. "In ali this big data, under the support of 3 c, luxury, maternal and child products, such as the mainstream consumption can take the new model." Wan Ying said.
Guangzhou hollow head argues that the future will be a variety of cross-border logistics modes coexist. Some fresh and other special goods still need to use the model, such as air and air time is short, the customer experience better. "Like some like Mercedes, some people like QQ, future certainly are parallel." He said.
Who will be the integration
The rise of taobao, jingdong mall rise to drive a batch of express logistics company, and with the rapid rise of cross-border electricity, will trigger a new round of the industry reshuffle, who can become a cross-border electricity of the integration of logistics platform, a matter of concern to the market parties.
Cross-border electricity distribution system at present, there exist many problems, hinder cross-border electricity soft rib of rapid development. And as cross-border electricity import and export business from B2B B2C mode expansion, fragmentation of orders to the informatization of cross-border logistics, customs clearance ability, service quality put forward higher requirements.
Industry experts said, the rapid development of China's domestic electricity, to logistics brings a huge challenge, also reversed transmission logistics industry especially the development of industry, this kind of phenomenon will also be in the field of cross-border electricity.
On the policy, the national policy on cross-border electricity business support increasing, and also in gradual measures across the "boundary" barrier. In July, the general administration of customs has released the "56 #", "no. 57". Since last year, ningbo, Shanghai, chongqing, hangzhou, zhengzhou, guangzhou, the six cities approved cross-border electricity trading pilot, pilot range are also increasing.
Booming market for cross-border electricity provides unlimited space for development, policy and facilitation to make cross-border electricity logistics opportunity for development, transformation and upgrading of logistics service is imperative.
Cross-border electricity logistics chain length, process complex. On the one hand, cross-border logistics including domestic logistics, international transport and destination country for 3 pieces, general need more traditional logistics business cooperation to complete; Cross-border logistics, on the other hand, involves the exporter and importer of customs, need corresponding agents to assist the customs clearance.
At present, from the point of market participants, all parties to the integration of industrial chain "hungry", who will bid for cross-border electricity logistics?
Traditional postal industry currently account for cross-border electronic business logistics "half", postal network all over the world, but the delivery time is long, poor user experience is the Achilles' heel. As cross-border logistics cost reduced gradually, the advantage of the postal industry will become more and more is not obvious.
The four major international express giants are perfect global network and fast delivery speed, but the high freight can only become a niche alternative.
The domestic express industry is stepping up its pace of internationalization, through the way of cooperation with the international postal service, aviation company builds its international network. Though its in the domestic distribution network has advantages, but due to its international the network needs to be set up, and also have no advantage in customs clearance, investment cost and the time will be less.
Fourth party resources integration service providers, such as recursive square, export easily through the integration of logistic resources, development of various kinds of special line logistics, provide include shopping cart software, source distribution, channel management, online marketing, online payment, one-stop service of global logistics and warehousing, already have a prototype. But its size is smaller, and in the information technology, big data and the financial ability of value-added services are to be improved.
New airlines and shipping companies to join the market, although the international transportation advantages, and many enterprises have a global network and overseas warehouse, land transport, but to integrate both ends is that they were not good at. Haitong securities analyst Jiang Ming is the truth, although represented by a haitong many shipping electricity are also expanding door to door service, but the owner to integrate the whole industry chain is too difficult. And, in the process of cooperation with alibaba, and chain, China shipping logistics, such as the stage of development is imbalanced.
Content in al e-commerce logistics and express the branch secretary Wan Ying believes that the current domestic a logistics enterprises to realize through the whole industry chain will be longer. For import and export business has a unique professional threshold and operation process specifications, especially the customs clearance this piece, the efficiency of the customs is not particularly high, import and export business bigger and bigger, especially express mode, the requirement of customs clearance is very high. Motion for example, has a good domestic network, the layout and the brand, but now the problem is the speed of customs clearance can't keep up with, problems still exist in it.
A number of industry insiders have said, integration is a big probability from outside of the logistics industry in the future. Like ali, amazon plays a leading role in the link of the whole logistics chain, the future is likely to be the whole cross-border electronic business logistics is even greater integration of the logistics industry. While logistics service providers according to the demand chain, adjust their logistics mode.
Along with the development of cross-border electric business, the establishment of overseas warehousing, intelligent storage management, set up the Internet transportation platform, development of supply chain finance, will make cross-border logistics industry "luxury" electricity. The future of cross-border electronic business logistics has huge market opportunity, also put forward higher requirements for platform integration.
From the long trend is that the Internet is a trend of the logistics. Like now many of the electric business platform, the future of cross-border electronic business logistics domain, also may be the birth of some of this platform. (OuYangChunXiang)
Giants are scrambling to layout of the shipping electricity or overturn traditional transportation mode
"Double ten" one, cosco group is revealed, the group will with alibaba cross-border electricity business combination. Although cosco said plans for the development of the logistics of the subsequent cross-border electricity suppliers also inconvenience disclosed, but it immediately sparked widespread attention in the capital markets.
Earlier in July, China announced cross-border electronic business logistics platform alibaba, hand in hand and launch "a haitong" before long, like a bombshell, continued downturn in the shipping industry has caused quite a stir.
Alibaba or expected inverts CSCL gameplay.
Shipping electricity industry hotspot
Net in traditional industry, shipping companies will also look to the Internet. In recent years, China cosco / 0.43% funding research to launch the "coscon", "pan-asia shipping electricity", sinotrans has developed the booking of shipping network. Hna on pages by President has said that the shipping will be a virgin land electricity development, shipping electricity will become the hot spot in 2014.
At present, the domestic shipping electricity can be divided into three types: one is the owner of electricity, the shipping company to develop the electronic commerce system for this company, such as cosco coscon electric business, pan-asia shipping electric business, cosco e universal etc, the electricity is similar to online brand stores, sell "selection of shipping company and shipping date", the price of shipping. Although cosco e has the cooperation with alibaba, global positioning for the cross-border business logistics platform, but, said an official with the guangzhou cosco airfreight company currently cosco e universal is cosco logistics system. In addition to general shipping services, pan-asia shipping electric business also expanded the electric business platform service, from the electronic payment, credit rating and financing intermediary, insurance claims in several aspects, such as mining, coastal transport and provide the feeder feeder and port railway information query function, and meet the special needs of customers by way of customization.
The second model is a forwarder such as establishment of third party electronic business platform, such as on the logistics network, walter cloud platform. Platform model electricity is similar to the forwarder your own portal site, function similar to online forwarder (wholesale retail space). The personage inside course of study thinks, many specific implementation or service based on offline, profit model is still not clear.
While ali and China shipping cooperation, create the third model of shipping electricity suppliers, one-stop logistics service platform of shipping. The platform support online booking, online check the bill of lading, online payment, etc., at the same time also provide the trailer, customs clearance, tax refund and shipping related services such as financial services.
Shipping electricity service types, including "port to port" service, "door to door" service, and simple wholesale retail space, etc. Haitong securities Jiang Ming shipping analyst believes that a simple "port to port" service, the core is "space + comprehensive service" is lower than competitors, but the ecosystem construction difficulty is big, the customer is difficult to produce viscous, profit margins have bottlenecks. The direction of the future will develop other value-added services, such as supply chain finance.
And a wide range of "door to door" service short-term also unreliable, at present shipping electricity cannot be achieved by sea "door to door" service a wide range of resources integration, integration is a big probability from industry in the future.
Jiang Ming argues that the ideal shipping electricity should be the third party platform, can provide including both ends, shipping and a series of complex problems of integrated solutions, channel sinking to the terminal, shipping companies, freight forwarders are the platform by integrating resources.
To build a one-stop service platform
As "overseas online shopping", the traditional foreign trade "container" big deals are gradually being small batch, batches, quick delivery of foreign trade orders needs to be replaced. And the ali to push China cross-border electricity business logistics platform, can make the transportation market expectations "container" will become the mainstream of cross-border electronic business logistics.
Shortly after the announcement cooperation, on September 15, funded jointly by Hong Kong and China science and technology, the haitong global supply chain management (shenzhen) co., LTD. (a haitong) online.
Citic securities 1.39% funding research to research to think, a haitong will fill the gap, ali shipping logistics to complete its O2O closed-loop, bring China customers, reduce the small and medium-sized customer service costs, and provide customers with preferential prices and quality services, achieve tripartite win-win situation. A haitong as a third party platform, the future can be more access to shipping companies, is expected to form a cluster effect. At the same time, relying on ali plenty of supply of goods, decrease the rate of China shipping return empty camalig, forming a virtuous cycle, is a haitong quickly as important driving force.
Except as the main carrier of cooperation with ali, a haitong company deputy general manager of east China Dong Lvmin view, China shipping to haitong also gives higher expectations.
Dong Lvmin introduction, in the future, a haitong not only provides a similar cooperation with ali "port to port" mode, as soon as possible to participate in alibaba ecosystem; Also hope that extends to the "door to door" service, overseas logistics distribution system, the company may purchase foreign suppliers, delivery networks within the territory of the developed enough. China shipping described, a haitong ctrip to become the global ocean shipping logistics supply chain.
"The biggest advantage of our future in the network, China shipping group owns transportation network and the terminal storage resources around the world." Dong Lvmin said.
Dong Lvmin, said a haitong positioning is to become one-stop shipping logistics service platform, the future a haitong certainly is the core of China shipping group strategic transformation. China will also be set across the power to propel the development of the shipping electricity.