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Air cargo companies should make good opportunities to transform

Back source: Industry News Time: 2020-08-26 14:58:42

Recently, the Chinese stock market has been soaring, especially the Internet sector has been advancing all the way. It can be seen that Premier Li Keqiang's "Development of an ‘Internet+’ Action Plan" first proposed in the government work report earlier this year has been well received. In the past two years, the sea shopping boom brought about by ‘Internet+’ has given birth to the phenomenon of cross-border e-commerce in the Red Sea. Domestic express giants not only buy their own planes for freight, but also set up cross-border e-commerce websites to sell things on their own; NetEase, which focuses on being a portal network, has also launched a low-key self-operated overseas online shopping platform, not to mention Tmall, Suning, Yihaodian, Jumei Youpin these traditional domestic e-commerce companies. In this context, air cargo companies in the logistics industry are already at the price scissors between cargo owners and shippers. How can they break out of the red sea and find their own blue ocean? Logistics companies have also joined the ranks of cross-border e-commerce ?

The consumption habits of Chinese people have changed.

      In recent years, Chinese people have become more and more popular with overseas shopping. According to statistics, consumers in the Asia-Pacific region spend an average of nearly US$350 a year on cross-border online shopping, while the global average is US$300; in the Asia-Pacific market, Chinese consumers spend more. 26% of Chinese respondents stated that they spend more than US$1,000 per year. According to monitoring data from the China E-Commerce Research Center, Guangdong's cross-border express delivery business achieved a breakthrough in 2014. The annual cross-border express business volume of Guangdong, Hong Kong, Macau, Taiwan, Southeast Asia, etc. was 153 million, accounting for 46% of the national cross-border express delivery. During the same period, Guangdong's express delivery industry grew rapidly, with business volume reaching 3.36 billion pieces, an increase of 59%. Based on the 106 million population of Guangdong, 32 express items per capita. Cross-border e-commerce is expected to develop at a faster rate in the next few years, and the unlimited business opportunities contained therein have attracted the eye of the capital market.

Highly repeated allocation of resources   the market is competing for gunpowder

      Haitao has unlimited business opportunities, and there are no two-time scenery. Chinese express companies, including domestic express giants such as SF Express, YTO Express, Yunda, etc., not only took a fancy to the international express business, but also started the idea of establishing cross-border e-commerce websites to sell their own things; last December, China Post and Amazon Strategic cooperation was fully launched, and at the same time, Shentong opened dedicated lines to cover the entire territory of Japan. Let’s take a look at what e-commerce companies are doing. In February 2014, Tmall International was officially launched, and JD.com also launched a low-key overseas shopping channel at about the same time; in August of the same year, Amazon introduced a global product line using the Shanghai Free Trade Zone as an entrance; Suning , Yihaodian, Jumei Youpin and other domestic e-commerce companies have stepped in; Chen Ou, CEO of Jumei Youpin, also revealed in a recent internal email that he would spend 1 billion yuan to enter the overseas purchase market. How attractive is Haitao? Even NetEase, which is comfortable with portals and games, also smells gold. It low-key launches the self-operated overseas online shopping platform Koala Haigou, and has reached a strategic cooperation with Sinotrans Ltd. SINOTRANS undertakes the cross-border logistics and warehousing links in the "Haitao Chain" of koala's overseas purchases, and SINOTRANS Development, a listed company under Sinotrans, is solely responsible for the specific operations. But it is precisely when the indiscriminately indiscriminately influx of various heavyweights, the threshold of the overseas shopping industry is getting higher and higher. The highly repetitive allocation of resources will surely trigger a new round of survival of the fittest and resource integration within the industry, quickly turning this market into a red sea.

Is it really reliable for logistics companies to do cross-border e-commerce?

      Previously, Xie Wenbin, CEO of the cross-border e-commerce company Mitao, said that “logistics advantages cannot achieve all the components of a cross-border e-commerce company. It also includes the platform structure, selection of products, and complete product categories are all important factors.”

      According to related research, logistics companies that do not have retail genes are facing many difficulties when doing e-commerce. On the one hand, there are a wide variety of foreign products and different quality. Only for baby products, there are thousands of brands, both large and small. The transformation of logistics companies into e-commerce requires a lot of manpower and material resources to explore and identify markets. On the other hand, overseas e-commerce companies such as Mitao, Momosou, Haimaoji, etc. have accumulated a certain terminal experience and a large number of core users after several years of experience. These are not available in logistics companies. In addition, cross-border e-commerce is already a piece of the Red Sea. Before, there were giants such as Tmall Global, JD.com, Yihaodian, and Jumei Youpin. After that, there are Ocean Terminals. What is worth buying a type of overseas shopping platform that has been cultivated for many years. Choosing to be a logistics company for cross-border e-commerce now can be said to be under enemy. Finally, free trade zones are under construction in various places, and sunshine cross-border platforms have been launched one after another to open up domestic green spaces for cross-border e-commerce. Chinese people can even go to the scene to select foreign products. This means that logistics companies have lost the logistics advantage of being a cross-border e-commerce company.

From "Transshipment" to "Transformation"   Air cargo should make good use of its advantages

      As a logistics company, air cargo companies face an even more embarrassing situation. Lack of supporting logistics chains and customs clearance capabilities, excessively single transportation channels, many restrictions on cargo and mail, and many impacts by force majeure. Taking good advantage of the overseas scouring opportunities may never be the same. Because overseas shopping involves customs clearance requirements of different countries, different inspection efforts have slowed down cargo and postal customs clearance, which in turn led to greater uncertainty in the logistics time of transshipment companies that clear customs through postal channels. Consumer experience on traditional overseas shopping platforms has declined, and people are more willing to choose Sunshine cross-border e-commerce platforms with better logistics experience. This is a great opportunity for air cargo companies. With the continuous upgrading and expansion of industrial investment, large-scale e-commerce platforms are also unwilling to choose gray transshipment companies and are exposed to legal risks. Traditional transshipment companies are about to "transform", but most of these companies are small in scale and lack core Logistics assets are difficult to complete the docking with the government's cross-border e-commerce supervision platform. Air cargo companies have the advantages of scarce resources, such as route resources, international airline alliance relationships, etc., to make full use of these resource advantages, while improving the layout of transportation channels, speeding up the docking of sea, land and air channels, and forming a professional customs clearance team And improve the ability of transshipment in different places, so as to better meet the logistics needs of overseas shopping.

      At the beginning of the year, someone counted the "seven most important cases" in the cross-border logistics field in 2014. The most stringent investigations in the history of Shenzhen Customs, the ban on surface mail parcels in Russia, the double 11 of Alibaba AliExpress led to the blockage of logistics channels, the huge customs clearance in Moscow, Russia, The United States has gradually stopped scanning registered parcels, the political situation in the Middle East is in chaos, and Brazil has the slowest customs clearance in the world. Some sellers said with a smile that the customer just bought the Iphone6 that was just released, and as a result, the Iphone6s has just been released. A large number of companies have entered the field of cross-border logistics and launched new products, but have failed to fundamentally solve the problems faced by cross-border logistics. The high dependence of cross-border e-commerce on logistics allows us to see the development prospects of air cargo companies. This is the best way for logistics companies, not to easily join the red sea of cross-border e-commerce.