The succession of cross-border logistics financing events shows that the industry is being warmed by capital. In fact, cross-border logistics was already popular in China a few years ago, when capital was not as sensitive as it is now.
Why cross-border logistics will become popular in the capital at present? In a crowd of players under the chase, who can quickly out of the circle?
As for the reason why cross-border logistics can be hotly favored by capital at present, according to the Hong Kong Stock Research Society, there are mainly two reasons. On the one hand, the boom of cross-border e-commerce is giving downstream logistics more growth drivers. According to customs statistics, the import and export of cross-border e-commerce in 2020 will reach 1.69 trillion yuan, up 31.1% year on year. According to forecast analysis, the transaction scale of China's export cross-border e-commerce in 2021 will reach 7.73 trillion yuan, and it is expected that the transaction scale may break through 9 trillion yuan in 2023. The huge market size indicates the fervour of cross-border e-commerce circuit. Last year, the beautiful performance report revealed that the industry is developing in a good attitude.
Who can become the "Ctrip" of cross-border logistics?
According to the statistical calculation of the General Administration of Customs, the volume of China's cross-border e-commerce logistics incremental market in 2020 is about 33.8 billion to 507 billion yuan, the growth rate of cross-border e-commerce import and export in 2020 will reach 31.1%, and the cross-border e-commerce logistics market will reach more than 2.7 trillion yuan.
This shows that the cross-border logistics market is in a stage of constantly expanding the cake, which also means that for the new and old players on this track, there are opportunities to share.
In fact, cross-border logistics with the OTA field ctrip's approach has something similar. From the perspective of their underlying business logic, although they belong to different industry categories, they also adopt the B2C model. At the same time, there is no lack of market who can become cross-border logistics in the "Ctrip".
Cross-border logistics is confronted with the dilemma of high cost, which leads some small scale customers to choose international small packages or online shopping platforms to deliver goods. In fact, this is also to blame for the current cross-border logistics is still in the immature stage of development, the infrastructure is not perfect, imperfect laws and regulations, as well as the vicious competition, opening each commodity behavior, chaos beings actually hindered the evolution of the whole industry to mature stage, this also means that cross-border logistics industry to produce "ctrip", is still a long way to go.