The new policies issued by the General Administration of Customs and the new policies on cross-border e-commerce have caused many players to leave the market sadly. It is more like a “trampling” caused by an unstable platform than a competitive reshuffle. However, the domestic online retail landscape is almost set, and the scale effect is becoming increasingly difficult to break. The star project “Mi Tao” that once reached the C round cannot escape doom. Self-operated giants are gradually developing from vertical to comprehensive, and domestic e-commerce oligarchs are entering the market. , causing the market to quickly enter a stalemate, and strategic losses are just a euphemism for capital to violently expel opponents.
From the perspective of the market structure, the participants of imported e-commerce include platform series, independent series, entrepreneurial series, retail series, Amazon and overseas series, etc. The third-party settled platform is the leader of Tmall International. , a unique buyer-type independent platform with relatively large size and capital, a unique entrepreneurial vertical platform, and a retail hypermarket that sells both general merchandise and cross-border e-commerce.
From the perspective of the entire industrial ecological chain, there are also trade, finance, logistics and other related industries, which have made remarkable progress. Together, they promote the consumption upgrade of society, as well as the overall value upgrade and cost structure optimization of the entire retail industry. The future competitive landscape of cross-border e-commerce will focus on two poles. One is “obtaining traffic to conquer the world”, and the other is “obtaining the supply chain to command the princes”. The supply chain is strong, the product lines are rich, and traffic is converted into sales. The main advantages of Tmall and JD.com are still relying on traffic to drive growth. Amazon adopts a prudent strategy and relies on its own supply chain advantages of global procurement. Other cross-border e-commerce companies are struggling to support their growth.