Britain'S Influence On Cross-Border Electricity Suppliers For Exports And Exports

I. background of events

In June 24th, the British referendum on whether Britain continued to stay in the EU was settled, and "Optima" was won. Britain became the first country to leave the European Union.

Affected by the impact of global stock market volatility, the pound fell 10%.

For cross-border electricity providers, there are a few unhappy families.

Two. Related data

Scale of paction: according to the "2015 China e-commerce market data monitoring report" released by the China Electronic Commerce Research Center (100EC.CN), in 2015, the scale of cross-border e-commerce pactions in China was 5 trillion and 400 billion, an increase of 28.6% over the same period last year.

Among them, the scale of cross-border export trade reached 4 trillion and 490 billion, and the scale of cross-border import pactions reached 907 billion 200 million.

The scale of China's export to EU electricity providers: according to the data monitored by the China Electronic Commerce Research Center (100EC.CN), the destination of China's export electricity supplier in 2015

In the distribution, the EU accounts for 17% of the total paction volume and the paction volume is 763 billion 300 million yuan. Among them, Britain, Germany, France and Spain are the most important export markets in China.

Following the United States, Britain is the second largest supplier of electricity to China.

The size of China's import electricity supplier in the UK: according to the data monitored by the China Electronic Commerce Research Center (100EC.CN), China accounted for 20.2% of the total paction volume in 2015, and the paction volume was 183 billion 300 million yuan, ranking sixth in the importing countries.

Three, expert comments

(1) impact on cross-border electricity exports

Viewpoint one: Britain's "off Europe" will weaken the price competitiveness of China's export e-commerce products.

Britain is one of the main target countries for cross-border electricity export in China. Britain's "off Europe" has a great impact on cross-border electricity suppliers in China. Because the shrinkage of currency is very large, it directly affects the prices of products exported to Britain and Europe, resulting in a direct decline in profits, which will inevitably weaken China.

Price competitiveness.

Although Chinese enterprises can make corresponding price adjustment strategies, after all, the adjustment mechanism needs a certain time, and also needs customer response to accept.

Britain's "off Europe" is an irresistible force for many export business enterprises. This is also a risk that exporters often encounter between countries and countries, such as policy adjustment and exchange rate fluctuations. For export business enterprises, the core competitiveness of enterprises must be strengthened.

Viewpoint two: localization operation is the way out, and the cost is rising.

As a whole, the British market is going to raise the threshold because of the VAT, and some sellers may withdraw automatically.

But as long as we stay, the cost of the local sellers is increasing.

For example, the difficulty and cost of FBA distribution in Britain will rise, and it will be difficult for a country to move into five countries. Overseas warehouses will tend to be one in the UK and one in the EU. This is also a major aspect of the increase in operating costs, but for large sellers or the biggest beneficiaries.

B2B, director and senior analyst Zhang Zhouping, director of China's e-commerce research center.

View three: export of cross-border electric business enterprises to export to the EU channel will narrow.

Britain's "off Europe" has left Britain's value in the middle of the cross-border electricity supplier enterprises completely lost. For more ordinary export cross-border e-commerce enterprises, the cross-border export of Britain will bring great pressure.

Britain and the EU are equal to two completely different systems after EU's departure. Through the United Kingdom, they are faced with repeated tariffs and customs declarations. Therefore, for many export business enterprises, the impact of cross-border export enterprises on cross-border exports to the EU will be far reaching.

Zhu Qiucheng, special researcher of China Electronic Commerce Research Center, general manager of New Oriental Industry and trade.

Point four: take advantage of European events, rush quickly, break out short-term consumption, and build inferior competitive advantages.

Once Britain is officially out of Europe, the exchange rate changes, import and export trade and tax policy adjustments will be made for importers and exporters. Depending on their strength, raw material costs, production costs, import and export costs, the cost of pit and terminal prices are bound to rise and fall.

Faced with the tremendous changes in the international market, as cross-border electricity supplier enterprises and platforms, facing the price advantage, the increase of production and logistics costs, it is a direct test of their strategic resource reserves and market response to comprehensive strength. We should promptly check the lack of leaks. For large and solid enterprises, we should consider "hedging" trade and turn passive into initiative.

Based on the change of cross-border electricity supplier environment and competition situation, how to adjust the brand combination, commodity category, structure, storage logistics layout and strategy of different country markets, through the multidimensional adjustment of cost, price and profit expectation, in the established situation, the advantage will quickly seize the short-term consumption power, and the inferior ones will rebuild the comparative competitive advantage as soon as possible.

Objectively speaking, the "Britain off Europe" incident reminds us that as a cross-border electricity supplier, how to formulate a reasonable supply chain combination strategy of different national sources, commodities, channels, warehouses, logistics and target markets, deploy cross border resources, implement cross subsidies, improve turnover efficiency, and enhance the responsiveness of the terminal market, thereby reducing the risks and adverse effects of exchange rate and policy changes to a certain extent, so as to grasp the difference of competition and the gap between good and bad in different country markets, and seize the opportunity.

Sun Yanliang, special researcher of China Electronic Commerce Research Center, the founder of good business strategy.

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(two) impact on cross-border electricity imports

Viewpoint 1: there is still an unknown factor in the import cross-border electricity supplier market, which needs flexible adjustment.

The "British off Europe" time resulted in the depreciation of the pound, which resulted in a reduction in purchasing costs in a short period of time.

Cross border business in the UK and Europe can be further developed.

After the United States, Japan, Korea and so on, it has become a hot market.

In the long run, there are still many unknown factors, and the electric business needs to be adjusted flexibly in the area of the British sea.

Mo Daiqing, director of online retail department of China Electronic Commerce Research Center, senior analyst.

View two: imports of cross-border electricity supplier enterprises are now "short Carnival".

Britain's "off Europe" incident has caused many worries and worries to China's foreign trade enterprises, but this does not hinder the "Carnival" of China's "British Amoy" cross-border consumers. The direct impact of the EU event is the decline in the pound's exchange rate.

However, the so-called price benefits brought by the exchange rate diving are not good either from the British consumers or the cross-border electricity supplier enterprises themselves, because the changes brought about by Europe are deep and series. Over time, because of the trade terms, tariffs and trade policy adjustments to the Chinese market, there are a series of changes in commodity prices of the cross-border electricity suppliers in the UK, and the impact of these changes is not simply on the decline of the sterling exchange rate, but can be hedged.

Therefore, for cross-border e-commerce enterprises, there should be long-term considerations and plans.

Viewpoint three: RMB devaluation pressure affects import cross-border electricity supplier

In 2016, the competition of cross-border electricity suppliers has come to the 3 era. The competition of cross-border electricity suppliers has escalated from simple price competition to brand competition and deeper competition of spectrum services. Many small and medium-sized cross-border e-commerce enterprises have obviously felt the pressure of enterprise survival brought by price pressure, and the change of exchange rate caused by the European Union has a direct impact on the procurement cost and import operation cost of cross-border e-commerce products of British products. Therefore, the price of goods of such cross border e-commerce enterprises will usher in a series of changes and changes, which will directly affect the production and development of cross-border enterprises in the long run, especially the import of cross-border e-commerce enterprises dominated by British products.

Zhu Qiucheng, special researcher of China Electronic Commerce Research Center, general manager of New Oriental Industry and trade.

(three) impact on cross border e-commerce logistics

Viewpoint 1: cross-border electricity supplier logistics prices are the trend.

We can't get through the UK and build a new overseas warehouse.

As a European cargo handling center and import and export port, many mature cross-border electric business enterprises have set up overseas warehouses in the UK, thus extending to the delivery / delivery terminal network in Europe.

Once the EU is out of operation, the type of cross-border electricity supplier needs to re establish a new overseas warehouse in Europe and increase its operating cost. The trade barriers between Britain and other countries will increase tariff costs.

Exchange rate reduction leads to higher logistics prices.

The pound will fall, and the logistics providers will raise the price surges. Meanwhile, the logistics threshold will be higher and higher. The audit of the products will be more stringent, to a certain extent, to increase cross-border logistics costs.

Transportation costs increase.

Britain's departure from Europe may aggravate the volatility of the international oil price market, which will bring some impact on the cost of oil for express logistics enterprises whose pport costs account for up to 30% or more.

Yao Jianfang, analyst of China Electronic Commerce Research Center

Viewpoint two: cross border logistics enterprises with EU pfer stations will be eliminated and reshuffled.

Britain has lost a lot of money for cross-border logistics companies, especially at present, many enterprises invest in the construction of overseas warehouses in the UK. In essence, Britain has no value and significance for overseas warehouses. It has even cancelled the original logistics input in the UK. The industry can be described as a heavy loss. In the future, more cross border logistics enterprises will be eliminated and shuffled as EU pfer stations.

Zhu Qiucheng, special researcher of China Electronic Commerce Research Center, general manager of New Oriental Industry and trade.