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▶ Video account attention cross-border navigation Perseverance can carve through metal and stone. It is learned that today is the 22nd World Intellectual Property Day . Recently, Amazon released the latest trends in cross-border intellectual property protection for Chinese sellers' exports. It was found that Chinese sellers' brand awareness has significantly increased, and cross-border intellectual property protection has become a focus of the "brand going overseas" stage. Data shows that in the past four years, the number of Chinese sellers who have completed brand registration on Amazon has increased 40 times . In 2021, the time it takes for Chinese sellers to complete brand registration from entering Amazon has been shortened by an average of 40%. 93% of Chinese sellers regard creating a brand on Amazon's global site as a priority. At the same time, Chinese sellers are also paying more and more attention to the multi-site layout of their brands. 14% of Chinese brands on Amazon already have registered trademarks in more than 5 countries or regions. In addition, we also learned that for cross-border sellers, there is another good news recently: the US dollar exchange rate has returned to the 6.5 era!
The US dollar has continued to rise, and the exchange rate has returned to the 6.5 era! It is learned that since April 18, the US dollar has continued to rise. By April 25, the onshore RMB exchange rate against the US dollar had fallen below the 6.6 mark, hitting a new low since November 2020. On the morning of April 26, the RMB exchange rate against the US dollar reached 6.55 . Recently, the continuous surge in the US dollar has become a hot topic among cross-border sellers: "It seems that the decline of the year has been recovered in the past few days." "I couldn't make ends meet before, so I withdrew a lot of money on June 3 and lost a lot." "If you don't need the money urgently, don't withdraw it. There is still a big wave of epidemic in China that has not passed, so you should be cautious when withdrawing money." "Raise it as high as possible, to 7!" However, a seller revealed that due to the continuous rise of the US dollar, major shipping companies are also announcing price increases. Among them, Matson's quotation has increased from 13 last week to 16. ▲ The picture comes from the seller communication group We would also like to remind all sellers that while you are happy about the continuous rise of the US dollar, you should also pay attention to the real-time situation of freight rates and be prepared. In addition, the analysis of many industry insiders is summarized, and three factors leading to the surge in the US dollar are concluded: 1. The resurgence of the epidemic has caused a decline in China's export trade, and the downward pressure on economic fundamentals has affected the inflow of foreign capital; 2. Under the influence of US inflation, the Federal Reserve started a cycle of interest rate hikes, and the US dollar index strengthened, putting short-term pressure on the RMB exchange rate; 3. The conflict between Russia and Ukraine continues and global energy prices rise, causing Chinese importers to increase their foreign exchange purchases to purchase energy products, causing the RMB exchange rate to further depreciate. Some industry insiders also mentioned that considering the differences in monetary policies between China and the United States, the continued strength of the US dollar index and other factors, the RMB exchange rate against the US dollar may fluctuate between 6.7 and 6.8 by the end of the year. It can be seen that there is still room for the US dollar exchange rate to rise, and the profits of cross-border sellers will also increase. It can also be predicted from the first quarter financial reports of big sellers such as Lege Holdings that the depreciation of the RMB will have a positive impact on the company's second quarter performance. The Q1 financial report of the cross-border giant is released, with revenue increasing and profits decreasing! It is learned that on April 26, the cross-border big seller Lechuang Co., Ltd. released its first quarter report of 2022. The report shows that Lechuang Co., Ltd.'s Q1 revenue was 764 million yuan , a year-on-year increase of 15.83% ; the net profit attributable to shareholders of the listed company was 18.0149 million yuan , a year-on-year decrease of 43.64% . It is learned that during the reporting period, Lechuang's net profit declined compared with the same period last year, mainly due to two internal and external factors:
1. Internal factors: Loctek has increased its investment in personnel and resources for product R&D, automation process R&D and information technology R&D, resulting in an increase in R&D investment costs ; 2. External macro-adverse factors:- Ocean freight rates have skyrocketed and remain high, accounting for 14.45% of the company's cross-border e-commerce business revenue during the reporting period, an increase of 8.43%;
- During the reporting period, the RMB exchange rate continued to appreciate at a high level. The average exchange rate of the US dollar rose from 6.51 to 6.36, and the average exchange rate of the euro rose from 7.86 to 7.12.
Lechuang also mentioned that as the unfavorable macro factors improve, the company's profitability will also be marginally improved. In addition, another cross-border big seller, Anker Innovations, also released its first quarter report of 2022. The report shows that Anker Innovations' Q1 revenue was 2.864 billion yuan , an increase of 18.04% year-on-year ; net profit attributable to shareholders of listed companies was 198 million yuan , a decrease of 2.74% year-on-year . During the reporting period, the main reasons affecting Anker Innovations' Q1 profit were: 1. R&D investment: From January to March 2022, the company invested 207 million yuan in R&D expenses, a year-on-year increase of 69.50%, higher than the growth rate of operating income; the absolute amount of R&D investment increased by 85 million yuan year-on-year. 2. Gains and losses from changes in fair value: Due to the decline in the stock price of NAVITAS SEMICONDUCTOR CORP held by the company during the period, a loss of RMB 17 million from changes in fair value was incurred in the first quarter of 2022. In addition, Anker Innovations also stated that it will continue to deepen its presence in the consumer electronics field, focus on expanding markets in emerging economies and regions, and enhance brand awareness and market share.
As can be seen from the above, in the first quarter of 2022, both Lechuang Holdings and Anker Innovations achieved revenue growth, but their net profits decreased compared with the same period. The increase in R & D investment costs is the common reason for the decline in profits of the two companies, which shows the importance of product innovation. Judging from the trend of cross-border intellectual property protection for Chinese sellers' exports released by Amazon, Amazon also stated that it will work with law enforcement agencies to combat infringements and build a healthy business environment. As the epidemic resurges and supply chains continue to be disrupted, the exchange rate has returned to the 6.5 era, which is undoubtedly good news for cross-border sellers. But while we are delighted, we would also like to remind all sellers to attach importance to product research and development, enhance brand awareness, and jointly promote the compliance, healthy and sustainable development of China's export cross-border e-commerce industry. What do you think about this? Welcome to discuss in the comment area~ |
