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It is learned that on April 20, Matson Shipping issued an unprecedented notice about serious ship delays: due to the failure of the main engine of Matson Kauai 011E during the voyage, the company decided to activate the spare ship Matson Messi to load all the containers on this voyage to the Port of Long Beach, USA, and it is expected to arrive at the destination on May 13. ▲ The picture comes from Meisen Shipping It is worth noting that Matson mentioned in the notice that although the ship delay is inevitable, Matson will discuss with relevant customers the specific matters regarding the delayed delivery of cargo and freight compensation for this voyage. In this regard, many sellers of goods on this voyage, while worried about logistics delays, also said that this was the first time they had encountered a serious delay like Matsun. After this incident, some freight forwarders may face integrity issues (such as earning more price difference by receiving goods from regular ships and sending them to overtime ships). Nowadays, logistics issues seem to be a gap between sellers and operational efficiency. Even cross-border sellers with annual sales of over 100 million yuan find it difficult to cope with low freight efficiency and high logistics costs. In order to bridge the gap called logistics problems and keep the initiative firmly in their hands, some cross-border sellers have begun to enter the logistics field and even got a share of it. Lechuang Holdings Releases 2022 Annual Report
It is learned that on April 21, Legao Holdings, a cross-border giant that had spent huge sums of money on shipbuilding and warehouse building, released its 2022 annual report. During the reporting period, Lejia Holdings achieved a total operating revenue of 3.208 billion yuan, a year-on-year increase of 11.74% ; the net profit attributable to shareholders of the listed company reached 219 million yuan, a year-on-year increase of 18.44% ; but the non-net profit attributable to shareholders of the listed company was only 104 million yuan, a year-on-year decrease of 4.95%. ▲ The picture comes from the announcement of Lechuang Holdings As for the reasons for the decline in non-GAAP net profit, Leckey pointed out that it was mainly affected by the company's increased investment in research and development, as well as external unfavorable factors such as the fluctuation of the RMB exchange rate and the severe high shipping costs in the first half of 2022. As the above unfavorable factors began to subside in the third quarter, the company's profits improved significantly month-on-month. The cumulative non-GAAP net profit in the third and fourth quarters of 2022 increased by 950.20% compared with the first and second quarters. Overall, according to the report, against the backdrop of a high base and inflation in Europe and the United States leading to a decline in residents' purchasing power, Lechuang's revenue and net profit in 2022 still achieved steady growth. The main drivers of its performance come from Leckey's two main businesses: smart home and healthy office business, and cross-border e-commerce and public overseas warehouse business. Among them, the main performance drivers of Leckey's smart home and healthy office businesses are the following four points: 1. The concept of healthy consumption continues to deepen, and the penetration rate of healthy office and smart home products continues to rise; 2. R&D investment continues to increase, and products that meet market demand are continuously launched; 3. Adhere to the development of independent brands and continuously enhance brand power; 4. Adhere to the development of independent channels and highlight the advantages of independent website layout. The above factors are well-known product drivers - category market potential, increased R&D investment, persistence in building brands and developing independent channels . However, what has attracted the most attention from cross-border sellers in recent years is actually more about its development in cross-border e-commerce and public overseas warehouse businesses. Lege successfully explored the operation model of overseas warehouses
It is learned that in 2022, Lejia announced at the beginning of the year that it would invest 200 million yuan in shipbuilding, and in October of the same year announced that it would spend hundreds of millions of yuan to buy land and build warehouses in the United States, which made many sellers sigh and caused heated discussions in the cross-border circle. ▲ The picture comes from the announcement of Lechuang Holdings At that time, many sellers believed that Legg's successive huge investments in shipbuilding and warehouse building might burden the company's performance in the short term, but in the long run, a solid warehousing and supply chain system would form the cornerstone of its long-term competitiveness. It can be seen from the 2022 annual report recently released by Leckey that its overseas warehouse operation model has achieved phased exploration success. During the reporting period, the ecological advantages created by the cross-border e-commerce public overseas warehouse innovation service complex project have become the main performance driver of Lechuang: 1. Forward-looking international strategic layout to promote the sustainable development of the company. In the first half of 2020, the company made every effort to promote the layout of cross-border e-commerce public overseas warehouses. While empowering its own cross-border e-commerce business, this business also provided more than 450 small and medium-sized foreign trade companies with services including overseas warehousing and last-mile delivery, and the development trend is good. 2. The public overseas warehouse business model has been successfully explored, which supports the main business while generating new growth. During the reporting period, the company's public overseas warehouse service business achieved a total revenue of 671 million yuan, a year-on-year increase of 129.99% , of which the service revenue provided to third parties reached 490 million yuan. This logistics model saves the company time for the first-leg logistics, and at the same time, returns and exchanges can be completed in the destination country, making cross-border e-commerce almost equivalent to localized e-commerce services. It is learned that at present, the main distribution areas of LEACHO overseas warehouses are major export countries of cross-border e-commerce represented by the United States. As of December 2022, LEACHO has 12 overseas warehouses around the world, covering an area of 275,800 square meters. From the above, we can see that due to the early and forward-looking layout of public overseas warehouses by Lechuang, as the company's own business grows rapidly and the layout of overseas warehouses continues to advance, Lechuang's scale effect in warehousing and logistics has gradually formed, establishing a deep competitive barrier. In the future, as Leckey's overseas warehouses become more and more densely distributed around the world, they may become the foreign trade infrastructure to support the company's new round of growth in cross-border e-commerce, providing a strong impetus. What do you think of this? Welcome to discuss in the comments section~
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