The Lunar New Year is approaching, and major factories and enterprises have begun to take holidays one after another. Sellers have also been in the stage of actively shipping goods recently, rushing to stock up on sufficient supply before the New Year to cope with sales during the Spring Festival.
However, natural disasters and man-made disasters are the most difficult to prevent. Following the sudden suspension of Matson flights due to the epidemic last week, which affected the sellers' stocking rhythm , a courier truck was robbed in Los Angeles County, USA recently, and a large number of Amazon packages were looted. Cross-border navigation , American train containers were looted! A large number of Amazon express boxes were stolen! #Amazon##Cross-border headlines#Cross-border e-commerce video account ▲ Video account focuses on cross-border navigation
The express delivery truck was targeted by robbers and a large number of Amazon packages were looted! It is learned that railroad thefts have increased dramatically in recent months, with packages from Amazon, Target, UPS and FedEx becoming the main targets of American robbers. According to CNN, a train that stopped in the center of Los Angeles County to unload express goods was robbed on the 14th local time, and a large number of items unwanted by thieves were left beside the railroad tracks, including COVID-19 test kits. ▲ The picture comes from the Internet According to relevant videos, one-fifth of the containers on this express transport truck fully loaded with goods were robbed by robbers. The scene was in a mess, with the ground littered with Amazon express boxes, UPS express boxes, unused COVID-19 testing reagents, fish baits, and hormone pens. CBS Los Angeles contacted two owners of the stolen packages, who said they are currently negotiating a return with Amazon. According to AFP, these robbers usually climb onto containers when trucks are not in operation and steal with impunity, mainly targeting valuable items such as jewelry, laptops, designer bags, etc., and then leave behind some products that are difficult to resell second-hand or at low prices. ▲ The picture comes from the Internet It is understood that package thefts have increased by more than 20% in recent months compared to the same period last year. Since 2021, railway package thefts have caused losses of nearly 5 million US dollars. What is even more infuriating is that many criminals, when caught, are often given “light sentences” and released within 24 hours after paying a certain fine, which has led to more rampant package theft. If the relevant departments do not take strong measures to stop this phenomenon, it will not only cause chaos in the local logistics supply chain and the goods will not be delivered in time, but sellers will also suffer unpredictable losses. As the end of the year approaches, sellers are busy preparing stocks and doing the final finishing work, and the 2021 financial reports of big sellers are about to be released. Looking at the annual battle report forecasts of big sellers, they all seem to be troubled by profit pain. The annual sales of the big seller exceeded 10 billion for the first time, but the gross profit margin hit a record low! It is learned that Zhejiang Giant Star Technology recently released its 2021 performance forecast. It is estimated that Giant Star Technology's annual operating income in 2021 will exceed 10 billion yuan for the first time, and its main business will increase by more than 30%. However, with sales reaching new highs, the gross profit margin has hit a historical low, and the actual net profit is not satisfactory. ▲ The picture comes from the announcement of Giant Star Technology The announcement shows that the net profit attributable to shareholders of the listed company during the reporting period is expected to be 1.283 billion to 1.418 billion yuan, a year-on-year increase of -5.00% to 5.00%. The recurrence of the COVID-19 pandemic in 2021 has caused continued turmoil in the global economy. However, changes in market demand and supply chain structure have also had a positive impact on the performance changes of Giant Star Technology: 1. The U.S. real estate market continues to be prosperous, leading to a steady increase in demand for various tools; 2. Since the second quarter, raw material prices have continued to rise, global freight rates have continued to rise, and international logistics have been blocked. Although this has had a negative impact on profitability, it has highlighted the company's advantages in its global layout of the entire industrial chain and continued to increase its market share; 3. Costs rose much faster than revenues, leading to a continuous deterioration in cash flow and further clearing of the industry. In 2021, Giant Technology continued to expand its market share by relying on its stable supply chain and R&D advantages. Its laser measuring instrument business grew by more than 100% year-on-year, its DTC business grew by more than 50% year-on-year, and power tools achieved revenue of more than US$200 million, becoming a new focus. However, on the other hand, due to the continued strengthening of the RMB exchange rate, the sharp increase in international logistics costs, and the significant increase in the prices of major raw materials compared to 2020, the accumulation of multiple cost factors has had a negative effect on the profitability of Giant Star Technology, resulting in gross profit hitting an all-time low. At the same time, another 3C brand, Gemtek, also released its earnings forecast, and its profit situation was also not optimistic. With costs under too much pressure, the net profit of the big seller is expected to plummet by 70%! ▲ The picture comes from the announcement of JMET During the reporting period, Gemtek expects to achieve revenue of 720 million to 740 million yuan, a decrease of 13% to 16% compared with the same period last year; the net profit attributable to shareholders of the listed company is approximately 24 million to 31 million yuan, a decrease of 71% to 77% compared with the same period last year. ▲ The picture comes from the announcement of JMET The announcement shows that the fluctuations in Gemtek's performance in 2021 are mainly caused by the following reasons: Affected by external factors such as the global epidemic, chip market supply and exchange rates, the competitive landscape has changed and the business of some of the company's important customers has been affected, resulting in a decline in sales revenue this year and a decline in profits. Affected by the rise in upstream raw material prices, material costs increased, resulting in a decline in gross profit. 3. Increased strategic investment The continued investment in the fundraising projects "R&D center construction project" and "brand building and marketing network upgrade project" has led to a significant increase in R&D expenses, sales expenses and administrative expenses, causing a decline in profits. Looking at the performance forecasts of the two big sellers mentioned above, they all mentioned that cost factors have dragged down profit levels, which to a certain extent also reflects the overall market situation of the cross-border industry in 2021. Looking back at 2021, under the pressure of the three mountains of "price increase", "seal" and "volume", profits have visibly shrunk rapidly. On the one hand, the prices of raw materials and logistics costs have continued to rise, and on the other hand, there is a fierce competition in the industry where there are too many sellers and too little porridge, and people are forced to spiral low prices. Under the pressure of both, both large and small sellers are facing unprecedented profit challenges. Looking ahead to 2022, starting from tomorrow, January 18, the new FBA logistics policy will officially take effect, involving six fee changes including FBA delivery fees, storage fees, removal and disposal order fees, small and light commodity program fees, sales commissions, and pre-processing service fees. Among the most notable is that the delivery rate will increase by an average of 5.2%, nearly double the average level of 2%-3% in 2021, and the doubling of the removal fee for large items has caused many sellers to complain. At present, how to win the battle for profits is still the biggest challenge facing sellers in the new year. However, 2022 has just begun, and everything is still full of unknown possibilities. If the negative effects of exchange rates, raw material costs, and freight can be reduced, I believe sellers will definitely win this battle.
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