The RMB has depreciated, upstream purchase prices have increased, and downstream promotions have continued to “suicide” to grab users. Most hot products are cannon fodder to attract traffic. The traffic concentration of large e-commerce platforms will not change in the short term, but mobility has tried to fragment the traffic. In the future, it will be difficult to monopolize the supply chain of cross-border imports. Whoever has advantages in overseas supply chains will stand out.
No one can mine all over the world and achieve comparative advantage in the supply chain in every country or region, achieving point-to-line monopoly. Faced with the embarrassment of poor capital turnover, we can only operate cautiously on a small scale. Strong financing capabilities are a necessary guarantee for a protracted war. The team must have cross-border e-commerce genes, people who are good at operations and overseas supply chain control, and have a view of the industry landscape and correct strategy implementation.
Having good local government and customs relations is a plus. E-commerce models are born with their own characteristics, but in the end they become more and more similar. The remaining viable models must be one-size-fits-all. In the early days, the starting lines of the “big brother” and the “little brother” are not too far apart, and they will eventually return to competition at the retail level.
In addition, no one is sure whether gold can be mined, but there is definitely a market for selling shovels. Logistics and supply chain service providers should take advantage of the overall good trend of the industry, rush forward and take advantage of logistics advantages to actively explore Front-end trading, distribution and supply chain finance and other fields. Rather than saying it is a market elimination competition, it is better to be honest and say that it is about eliminating yourself. No matter what kind of market there are always people who do well and some who do poorly. In the trillion-level cross-border market, it is difficult to say who will have a fixed role. Today, the Surabaya Pavilion will be the leader, and tomorrow, it will conquer Chu and become the king. Take it easy and embrace change.