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▶ Video account attention cross-border navigation This is the spring of hope, this is the winter of despair.
Nowadays, due to the stalemate between Russia and Ukraine, the overseas epidemic, intensified industry competition, and severe global supply chain situation, 2022 is destined to be a "troublesome year" for cross-border e-commerce sellers. Lack of advertising exposure and no store traffic have become the norm for many sellers recently. ▲ The picture comes from the seller communication group However, in contrast, cross-border logistics companies have made a fortune. Not long ago, the 2021 China Cross-border Logistics TOP30 list was released. Among them, three cross-border e-commerce logistics "dark horses" achieved revenues of over 10 billion last year. Logistics "dark horse" emerges, Zongteng's revenue reaches 18.6 billion yuan Since 2020, the outbreak of the epidemic has led to extremely rapid growth in cross-border logistics, making it a "dark horse" in the cross-border e-commerce field. It is learned that the Yunlian Think Tank released the "2021 Cross-border E-commerce Logistics TOP30" list. Among them, Zongteng Logistics ranked first with a revenue of 18.6 billion yuan, China Shipping ranked second with a revenue of 15.5 billion yuan, and 4PX Courier ranked third with a revenue of 12.4 billion yuan. It is worth noting that according to independent calculations by the China Transport Association, including cross-border e-commerce import and export logistics and warehousing, the bonded estimate of China's cross-border e-commerce logistics market size in 2021 has even reached about 2.5 trillion yuan. It is also learned that driven by market demand, Zongteng Network currently has 30 overseas warehousing and transit hubs, and has become a logistics and overseas warehousing service provider for many cross-border e-commerce brands and platforms; 4PX has built up the core competitiveness of the two networks of GPN (Global Parcel Delivery Network) and GFN (Global Order Fulfillment Network). Judging from the current trend, the revenue of cross-border logistics companies is likely to continue to grow for a long time in the future. It is also learned that, taking advantage of this favorable situation, in addition to the surge in revenue of cross-border logistics companies, the performance of shipping companies is also improving. Shipping company performance hits new high, Evergreen earns 13 billion in January At the end of 2021, "Evergreen Shipping gave employees huge year-end bonuses" caused an uproar in the cross-border circle. The reason is that thanks to the support of super high profits throughout the year, Evergreen Marine's consolidated revenue in 2021 was NT$483.997 billion (equivalent to approximately RMB 110.6 billion), and the full-year profit is likely to exceed NT$200 billion (equivalent to approximately RMB 45.708 billion). After entering 2022, Evergreen Marine's revenue growth remains unstoppable. It is learned that according to the performance report released by Evergreen Marine in February, in January, Evergreen Marine's consolidated revenue reached a new historical high of NT$56.841 billion (equivalent to approximately RMB 13 billion), and its revenue has remained above the NT$50 billion mark for four consecutive months. ▲ The picture comes from the Internet In addition, CMA CGM Group, one of the leading companies in the shipping industry, recently released its full-year results for 2021. It is learned that on March 5, CMA CGM Group released its full-year results for 2021. In 2021, CMA CGM's full-year turnover was nearly US$56 billion, its net debt decreased by US$1.5 billion to US$7.7 billion compared with last year, and its net profit was as high as US$17.894 billion. Among them, in the first nine months of 2021, CMA CGM's profits exceeded US$11 billion, exceeding the company's total profits in the previous 10 years. It is worth noting that in the performance report, CMA CGM also announced a freeze on spot freight rates until June 30, 2022. Compared with the shipping companies making huge profits every day, the wallets of cross-border sellers are getting thinner and thinner. In the seller communication group, many sellers have recently reported that the increase in delivery fees in the past two days is a bit abnormal. ▲ The picture comes from the seller communication group Some sellers also said that North American freight forwarders have also raised prices recently. ▲ The picture comes from the seller communication group Some freight forwarders even bluntly stated that prices on the US line will rise again in March. ▲ The picture comes from the seller communication group Seeing this, I believe many sellers have thought of a question. The shipping companies’ freight rates have been soaring. Is it caused by a series of supply chain imbalances caused by the repeated epidemics, or are the shipping companies raising the freight rates? In this regard, it is learned that the United States has recently launched a public investigation into the continued surge in shipping companies' freight rates. Three large shipping companies investigated for driving up freight rates It is learned that on March 4, the U.S. House of Representatives Committee officially launched a public investigation into price fraud by major global container liner companies. Specific measures include cracking down on shipping companies' profiteering. Among them, Maersk, CMA CGM and Hapag-Lloyd, the three major European carriers, became the first three large container shipping companies to be investigated. The US Investigative Committee stated that the world's top ten container shipping companies control nearly 85% of the world's container shipping capacity. By leveraging this market power, these large shipping companies' freight rate increases in 2021 appear to far exceed any cost increases, resulting in annual profits of up to $150 billion (a nine-fold increase in the same year). Currently, the U.S. Congress has set up two oversight groups to investigate the three container shipping companies. Last week, it sent letters to the three major shipping companies, asking them to provide information on freight rate increases and submit relevant reports on the high ocean freight and surcharges collected in the past year. It also claimed that the high freight rates charged by shipping companies to shippers may have exacerbated inflation. Some sellers speculated that the US investigation into the three container shipping companies might cause the shipping companies' rising freight rates to stagnate. Some industry insiders also said that this is just the beginning. Other shipping companies and freight forwarding companies are likely to be included in the investigation, and logistics companies without US freight forwarding licenses will be closed. Therefore, we would like to remind all sellers to be cautious when choosing freight forwarders and shipping companies, pay close attention to shipping news, and avoid losses due to accidents with freight forwarders or shipping companies. I wonder what the logistics costs of sellers are like recently? Welcome to share your comments in the comment section~ |
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