Cross Border Electricity Providers Once Again Become Policy Darling?

First there is New tax policy After a year's suspension, pilot cities such as Guangzhou, Shenzhen and Nanjing issued support policies. Cross-border electricity supplier It seems that we are in the ascendant. More optimistic people asserted that "the new deal is not only postponed for a year, but it has actually settled."

However, "dividend policy will eventually pass", and some industry bigwigs have begun to adjust their business mentality. In their view, maybe a year later Industry reshuffle Starting today.

　　 Once again become the darling of policy?

At the end of May, cross-border electricity supplier policies were released densely, and Guangzhou, Shenzhen and Nanjing issued support policies successively. It is understood that many pilot cities are also issuing relevant decrees.

Take the two cross border electricity supplier comprehensive test area implementation plan of Guangzhou Shenzhen two city as an example. In contrast to the first plan announced by Hangzhou last year, the two documents not only emphasize the Hangzhou experience of duplicating the integration of customs, inspection, exchange, taxation, business, property and finance, but also further put forward new propositions such as docking Hong Kong and Macao, and integrating foreign trade enterprises with transformation and upgrading.

The ambition of Guang Shen to become the largest cross-border electricity supplier in the country is visible. Data show that in the first quarter of 2016, the total value of Guangzhou's cross-border e-commerce imports and exports was 2 billion 670 million yuan, an increase of 2.3 times compared with the same period last year, ranking the first in the country, accounting for 30.2% of the total value of cross-border electricity imports and exports in the whole country, while Shenzhen's cross-border electricity supplier turnover in 2015 also amounted to 32 billion US dollars, up 88% from the same period last year.

The rapid growth of data has made the government smell the potential of the industry, support policies, and shelve the development of the industry. Due to the huge damage, the new cross-border electricity supplier policy launched in April 8th this year will be postponed for a year. This makes the anxious cross-border business enterprises relax at the same time. At the same time, they also have a glimmer of illusion: will there be any change in this policy?

Recently, Xu Ping, President of Henan import and export public bonded Group Co., Ltd., said at a cross-border e-commerce Summit: "the new cross-border e-commerce policy is not just a year's transition, but has settled down. Ministries and commissions have not made clear that the policy of cross-border electricity providers will change in a year, but that the pilot units should find a new mode and new mechanism for services across the border for a year.

In March 24th this year, the Ministry of finance, the General Administration of customs and the State Administration of Taxation jointly issued the notice on the tax policy on retail import of cross border e-commerce. The purpose was to create a fair market environment and standardize the development. However, it had accidentally injured most of the cross-border electricity supplier enterprises.

"Tax reform 50 thousand to 60 thousand days before the day, and the first day after the new deal, single volume 769 single, second days 14672 single, third days less than 35070 single. One of the partners, before the new deal comes out, will issue twenty thousand single cargo to the mainland consumers every day before the new deal comes out. After the new deal, the daily delivery volume is less than two thousand. " Feng Quan, general manager of Shenzhen Bao Hong import department, said.

　　 Back to the direct mail mode?

On the one hand, the new tax policy makes the price of products rise, which has a certain impact on cross-border electricity supplier enterprises. Take the king of flowers as an example. Before the tax reform, the price of a package is about 120 yuan, and the price that consumers buy 4 bags is 480 yuan. After the tax reform, whether the total value is 500 yuan, it needs to pay 11.9% tax, which means that the purchase now needs to pay 557.12 yuan, up 11.9% over the previous period.

However, this is not the point. After all, the increase in costs is not a thing, but customs clearance has turned out part of the cross-border electricity supplier. Liu Shaohua, President of the Hongkong cross border electricity supplier Association, said, "according to the new deal, it is necessary for enterprises to provide certificates of origin, contracts, waybills, packing lists, food hygiene certificates and other inspection reports, and the national inspection department will issue customs clearance or customs clearance numbers."

At present, most of the cross-border electricity providers have adopted the bonded system. Generally, they purchase large quantities of goods from overseas agents, Shang Chao, stores and other places by purchasing teams or buyers, and then store them in bonded warehouses. This shows that their quality is guaranteed, because there are risk checks in bonded warehouses, and there are risks in selling fake goods, and in the second place, they can also keep enough stock. However, the problem is that it is impossible to obtain certificates of origin and contracts.

It is rare to get the brand authorization directly from the brand business. Vip.com insiders told reporters that although the product category is not much, it is all directly authorized by the brand, and the quality is guaranteed.

In the face of policy changes, as the music viewers say, is there no way to settle the new tax policy? An industry Bigfoot privately said, "after all, the interests involved are too large. It is neither healthy nor safe to hope for policy." He believes that the corporate level must be adjusted.

Therefore, in this context, some enterprises have begun to act, increasing the volume of general trade and overseas direct mail. However, the way of direct mail does not seem to be easy. Although the regulatory authorities are facing the direct mail channel, the direct mail mode is troublesome after sale, and the delivery cycle is long, and the ability of customs clearance is limited.

A large cosmetics business person said that the clearance capacity of direct mail channels was much worse than that of the bonded records. It was impossible to do 24 hours customs clearance, and the regulators were also tightening up the direct mail channel. "It does not mean that enterprises are unwilling to go, but that this road is blocked."

　　 Hongkong Free Trade Zone accident "popular"

Another way out is to move to Hongkong warehouse and then take the direct mail mode from Hongkong warehouse.

Because many goods are difficult to enter the mainland market smoothly, and Hongkong is the global free trade port, plus the advantage of Shenzhen, many of the stranded goods are first placed in Hongkong, and then sent back to China directly.

However, with the popularity of Hongkong warehouse, its storage facilities and logistics prices appeared to take the opportunity to rise. Earlier media reports showed that Hongkong's warehouse price took the opportunity to raise its price by 50%.

Liu Shaohua said, "not so much. Previously, due to the shortage of warehousing in Hongkong, the price of the goods was too high. Many Hong Kong businessmen were reluctant to place the goods in the Hongkong warehouse. However, influenced by the new deal, a large number of goods such as milk powder, daily necessities and cosmetics failed to enter the mainland market smoothly. Because Hongkong is near Southern China, it is also convenient for shipping to East China. A large number of importers will choose Hongkong as a transit storage area, which is in short supply, and many short-term warehouses in Hongkong will rise by 10%~20%. "

Insiders pointed out that "during this year's buffer period, enterprises must transform and upgrade the supply chain as soon as possible, or cooperate with overseas suppliers to get the certificate of origin, contracts, invoices and other related documents. Especially for cosmetics, health products and other stringent regulatory commodities, enterprises need to make more efforts when introducing new products, otherwise they will lose the advantages of new products, fast lines and SKU. In the future, it is suggested that enterprises engaged in cross-border electric business should take the form of "two storehouses walking on overseas warehouses plus bonded warehouses". In addition to Hongkong warehouse, you can also choose overseas warehouses such as Taiwan and Vietnam.

As for Guangzhou and Shenzhen, who aspire to become the national cross border e-commerce center city and the development highland, they also take a look at the regional advantages of Hongkong. The common ideas of promoting cross-border electricity providers are mainly reflected in the hope of promoting the transformation and upgrading of foreign trade with cross-border electricity providers, and will further deepen the two aspects of cross-border e-commerce cooperation with Hong Kong and Macao.

It is understood that Guangzhou will build Guangdong, Hong Kong and Macao cross-border e-commerce cooperation platform, including the innovation of Guangzhou, Hong Kong and Macao port customs clearance mode, strengthen the inspection of Hong Kong and Macao products inspection technology and standards research cooperation. Shenzhen plans to build a Shenzhen Hong Kong Cross Border electricity supplier cooperation demonstration zone, and create a comprehensive service ecosystem for cross border e-commerce in Shenzhen and Hong Kong, including encouraging cross-border e-commerce enterprises to set up cross-border payments and settlement businesses through the establishment of Off Shore Company in Hong Kong.

Chen Haiquan, Dean of Guangdong Asia Pacific E-Commerce Research Institute, is the biggest advantage of Guangzhou and Shenzhen in developing cross-border electricity providers. The two cities have Internet technology which is not as good as Hong Kong and Macao, but Hong Kong and Macao are better in terms of supply and so on. The future trend must be complementary to each other.

Mao Yanhua, Professor of Hong Kong, Macao and Pearl River Delta Research Center of Zhongshan University, believes that Hongkong plays an important role as an intermediary in cross-border electricity providers in Guangzhou and Shenzhen. At the same time, Hongkong has obvious advantages in trade services, financial services and human resources, which is lacking in the mainland.

　　 Industry shuffling is around the corner.

Data show that in 2015, Chinese consumers spent 1 trillion and 200 billion yuan abroad, an increase of 43% compared with 2014. In the 7 pilot cities, the total cross-border electricity suppliers imported 15 billion 500 million yuan, 14.5 times that of 2014. If we follow this trend, cross-border electricity providers will become an important source of China's fiscal revenue.

In recent years, with cross-border electric business entering a blowout development, many cross-border businesses such as honey bud, ocean pier and Xiaohong book have completed many rounds of financing, and have stepped into Unicorn club. And Tmall, Jingdong, vip.com and other business tycoons are also actively distributing global business.

Feng Jialu, vice president of vip.com, said that "the only product international will reduce the cost of goods and upgrade its prices and services through large-scale, intensive overseas direct mining, direct cooperation with the brand side, and self built warehousing."

And the founder and CEO Zeng Bo Bo of the ocean wharf said that the platform's bonded import business accounted for only 10%~20%, which was less affected by the new deal. At present, the C2C buyer system was deepened, and the international direct mail service of the official logistics bainhai international was optimized by the new deal.

In the view of cross-border e-commerce practitioners, "for Tmall international, Jingdong global buyers and other giants, the impact of the policy is not as great as expected, but for small and medium-sized cross-border e-commerce platform, it is" pulling the whole body ", the small platform anti risk ability is weak, and policy instability, is bound to face the crisis of" life and death ". Insiders also said that the integration period of the industry will be in the coming period, and the big platforms such as Ali and Jingdong may open the mode of acquisition and merger, and the challenges faced by small and medium-sized cross-border electricity providers are not small.