Black Five Detonated Cross Border Retail Cross-Border Electricity Supplier Into The Final Blue Ocean
It is worth noting that the optimistic cross-border electricity providers are not satisfied with the upstream and downstream logistics experience and the domestic regulatory policy is uncertain. This will put a shadow on the future of cross-border electricity providers.
Cross border online shopping will erode traditional electric business's "cake"
This year, black Friday's main character is Amazon and Tmall international. Although Amazon and Tmall international keep taboo on the sales data of "black Friday", we can see from Amazon's general data to reporters that the amount of international brand goods, including direct and exclusive products, increased by 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
Great blue wave
It appears that
Cross border online shopping
It will impact Chinese local businesses.
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.
Bonded area
The policy 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.
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