Hai Tao'S "Two Mountains": Poor Logistics Experience And Uncertain Regulatory Policy.

In December 5th, Miss Wu of Beijing exposed a picture in her circle of friends, showing that the goods she was shopping on a shopping website in America a week ago were still in the order generation state.

Just the day before Miss Wu's blueprint, Alipay released data showing that the United States had just passed.

"The" black five "has been greatly promoted, and the cross-border consumption of Alipay has increased by 2 times compared with the same period last year.

In some US online shopping platforms, the purchase orders of Chinese users are even 100 times higher than usual.

Although the "black five" heat has been diluted in the "double 12" atmosphere, "black five" has set a new milestone for cross-border retail.

CEO, Zeng Bi Bo, said in an interview with reporters that cross-border electricity providers will be the last blue ocean of the electricity supplier industry. The overseas online shopping market will account for 7% of China's online shopping market in 2017, reaching 8 billion 600 million dollars.

In the future, this proportion will rise year by year, which will impact traditional electricity providers. "Cross-border electricity supplier will be the last blue ocean of the electricity supplier".

But it is worth noting that the favored

But because the upstream and downstream logistics experience is bad and the domestic regulatory policy is cloudy and sunny, the future of cross-border e-commerce will be cast a shadow.

Cross border online shopping will erode traditional electric business's "cake"

This year's black Friday is played by Amazon and Tmall international, though

Tmall International's sales figures for "black Friday" are very close. But from the general data from Amazon to reporters, we can see that the order volume of international brand goods, including direct and exclusive products, has increased 30 times over the same period last month in the 48 hours of Amazon overseas shopping festival.

It is clear that the "black five" has been published for more than a year.

Honey Tao CEO Xie Wenbin revealed that on the day of black Friday, honey Amoy trading volume exceeded 24 million 800 thousand yuan, far exceeding the electricity industry's estimate of the single day trading volume of honey washed black Friday.

It is alleged that the whole team used the traditional electronic business platform to prepare for the "double 11" approach to prepare for this "black Friday", which lasted for a month, and a large number of marketing, logistics and backstage technologies were accumulated.

However, in Zeng Bi Bo's view, this year is merely a "small knife test" for cross-border electricity providers.

With the improvement of the policies and the gradual maturity of the cross border e-commerce pilot ports, the cross-border electricity supplier market will be a real burst point next year. "Next year, every cross-border electricity supplier will be able to update its sales data at any time during the" black five "period, like" double 11 ".

"Black Friday" is the "double 11" of the traditional retailers in the United States. It marks the beginning of the sales discount season at the end of the year.

Unlike the Chinese market, many commodities in the United States will enter the discount and inventory cycle after three or four quarters.

But because of the regional pricing strategies of these brands and the high tariffs on imported products, Chinese consumers are basically dissatisfied with the US discount products.

As a result, Hai Tao and purchasing are booming in the cracks.

And this group, as early as the 2012 domestic cross-border electricity supplier pilot, began to make the sea bigger and bigger, to develop into today's cross-border electricity supplier.

And this group in the industry view, will begin to attack the traditional electric business "cake".

There is a strong demand for overseas high-quality goods, mainly for young mothers aged 25~35.

According to the statistics of Taobao, the characteristics of Hai Tao ethnic group are quite obvious. 70% of them are "after 80". The ratio of men and women is about 2: 3. A large proportion of women "Hai Tao nationality" are young mothers who fight for baby products such as powdered milk.

Zeng Bi Bo revealed that this group of people accounted for 15%~20% of the whole Chinese online shopping crowd.

In 2017, the scope of Hai Tao family will gradually expand to the 25%~30% of Chinese online shoppers.

It predicts that China's overall overseas online shopping market will reach US $2 billion 400 million this year, and it will grow to US $8 billion 600 million by 2017, an increase of 258.2% over the same period last year, accounting for about 7% of China's online shopping market. "This is calculated by 25%~30% of China's online shopping crowd."

In fact, consumers are attracted to the sea, mainly because of the poor price of the same products at home and abroad.

Therefore, in Zeng Bi Bo's view, cross-border online shopping will impact the Chinese local electricity supplier.

Because China's local electricity supplier is based on the optimization of China's local retail system, and its limitation lies in the fact that the price of the same product is much different from that of the international market.

What cross-border electricity providers are doing is to bring the low cost and high efficiency of the foreign retail industry to the market to balance the price difference between the same international products, which is a great impact on the electricity providers relying on the traditional retail system, such as shop No. 1.

The policy of the bonded area is "cloudy and uncertain."

The vigorous development of cross-border e-commerce is in fact the policy of the pilot of the government's cross-border e-commerce.

However, from 2012 to the present, there are many changes in the policy of cross-border electricity providers.

In the past year, the General Administration of Customs has issued a number of specific policies on cross-border e-commerce, including the establishment of a "bonded zone" in 2013.

There are 7 pilot cities for cross-border electricity suppliers approved by the General Administration of customs, namely, Shanghai, Guangzhou, Chongqing, Zhengzhou, Hangzhou, Ningbo and Shenzhen.

Then, in March this year, the General Administration of Customs explained the mode of "bonded import". Under this mode, the importing electricity suppliers can purchase bulk goods in advance and ship goods to the bonded warehouses in the bonded area in a free way.

And the warehouse products only need to pay relatively low postal tax.

Through the "bonded zone", the speed of arrival can be increased by 7~15 days.

In August 1st, the Announcement No. 56 and No. 57 issued by the General Administration of customs, namely, the notice on the supervision of the import and export of goods and articles in cross-border e-commerce, and the "notice on adding the code of customs supervision" (hereinafter referred to as "56" and "57") are being put into effect, and enterprises and individuals who implement cross-border pactions through e-commerce platform will become "regular army".

But in addition to the General Administration of customs, other government departments involved in cross-border electricity providers, such as taxation and AQSIQ, have not yet issued specific policies.

This also allows many small and medium-sized cross-border e-commerce platform is still in the wait-and-see stage, do not dare to enter the bonded area without authorization to set up warehousing.

The specific implementation policies of the major bonded zones are also inconsistent, and many cross-border electric providers are in a dilemma.

One insider, who declined to be named, revealed that the policy would change in two or three months. For example, milk powder was allowed to enter the bonded area this year. But soon after the goods were released, the relevant agencies informed us that we should return the goods, and the bonded area did not sell milk powder.

"At present, Tmall's warehousing is the most stable, and sometimes it can be stored in Tmall warehouses, which is not easy to do."

In fact, the mode of bonded stocking still has policy risks in the industry.

Zhang Handong, President of Zhejiang Business Research Institute, once said in an interview with the media, "the mode of bonded import and mail delivery" is still debated. It is impossible to know the specific situation of Taxation, whether it is more or less.

China's commodity inspection and the bottom line of the national tax on bonded production mode need further discussion.

Logistics experience needs three party integration

In addition to the uncertainty of the policy, logistics experience has also become the pain of cross-border e-commerce.

Miss Wu, who began to mention this article, is a poor logistics experiencer.

At present, there are still many problems in the cross-border e-commerce logistics and distribution system. Whether it is early logistics in the bonded area or the overseas distribution of the warehouse, it has become a soft spot that hinders the rapid development of cross-border electricity providers.

Moreover, with the expansion of cross-border e-commerce import and export pactions from B2B to B2C mode, fragmentation orders also raise higher requirements for cross-border logistics informatization, customs clearance and service quality.

Cross border e-commerce logistics chain is long and the process is complex.

Public information shows that cross border logistics includes three parts, namely, domestic logistics, international pportation and destination logistics. It usually requires multiple traditional logistics providers to complete cooperation. On the other hand, cross border logistics involves customs and importing customs of exporting countries, and requires corresponding agency to assist customs clearance.

Public information shows that postal services now occupy half of the cross-border e-commerce logistics, and postal service has a global network. However, long distribution time and poor user experience remain its Achilles heel.

With the gradual reduction of cross border logistics costs, the advantages of the postal industry will be less and less obvious.

In contrast, the four major international express giants have a perfect global network and high-speed distribution speed, but high freight charges can not serve cross-border electricity providers.

At present, the fourth party resource integration service providers, such as sending four sides and exporting easily, have developed a variety of special line logistics by integrating logistics providers' resources, providing a one-stop service including shopping cart establishment, distribution of goods, channel management software, online promotion, online payment and payment, global logistics and warehouse storage.

But its current scale is still small, and its capabilities in information technology, big data and financial value-added services have yet to be improved.

Lin Yongbin, an analyst with Analysys International, said in an interview with reporters that the time for a domestic logistics company to get through the whole industrial chain will be longer.

Because import and export business has unique professional threshold and operation process specification, especially customs clearance, the efficiency of customs is not very high at present, and the volume of import and export business is getting bigger and bigger, especially in the mode of express delivery.

In fact, logistics companies have begun to enter international logistics.

Earlier, Shun Feng Logistics and Holland post cooperation, launched the "European package service".

This service can shorten the 7~15 workdays of traditional packets to 5~10 working days.

However, many people in the industry say that the future integration rate will probably come from the logistics industry.

Like Ali and Amazon, the chain leader who plays a leading role in the entire logistics sector may become the integrator of cross-border e-commerce, logistics and even the big logistics industry in the future.

The logistics service providers, in accordance with the needs of the chain owners, adjust their logistics mode.