逃离全球"内卷"：如何通过拉美千亿蓝海市场实现外贸增长
图片来源：图虫创意
2022年已过半，随着全球跨境电商市场增长疲软，跨境物流行业内卷现象愈发严重。是什么原因造成了这种内卷？又如何在"内卷混战"中寻找"新蓝海"？雨果跨境特别专访了拉美跨境直邮专线头部企业——安骏物流CEO方轲先生，为卖家解读新兴市场的机遇与未来。
As we pass the halfway point of 2022, the global cross-border e-commerce market growth has slowed down, and the phenomenon of "involution" in the cross-border logistics industry has become increasingly severe. What are the reasons behind this involution? And how to find a "new blue ocean" in this competitive battle? Hugo Cross-border specially interviewed Mr. Fang Ke, CEO of Anjun Logistics, a leading enterprise in Latin American cross-border direct mail routes, to interpret the opportunities and future of emerging markets for sellers.
01. 跨境物流发展历程的三个阶段
01. Three Stages of Cross-border Logistics Development
安骏物流CEO方轲将疫情中的跨境物流发展分为三个阶段：
Anjun Logistics CEO Fang Ke divided the development of cross-border logistics during the pandemic into three stages:
2020-2021上半年：全球市场需求激增，跨境物流企业单量增长20%-100%
2020-first half of 2021: Global market demand surged, with cross-border logistics companies experiencing 20%-100% order growth
2021下半年-2022年初：欧美市场红利消退，受亚马逊封号潮、线下复苏等多重因素影响
Second half of 2021-early 2022: European and American market dividends faded, affected by multiple factors including Amazon account suspensions and offline recovery
2022年2-7月：市场需求快速萎缩，受国际局势、通货膨胀等因素影响
February-July 2022: Rapid market demand contraction due to international situations, inflation and other factors
02. 跨境物流行业巨变与调整期
02. Major Changes and Adjustment Period in Cross-border Logistics Industry
方轲指出，当前跨境物流行业正处于调整洗牌期：
Fang Ke pointed out that the cross-border logistics industry is currently in a period of adjustment and reshuffling:
FBA头程企业：80%市场份额，但仅10%具备完整供应链能力
FBA first-mile enterprises: 80% market share, but only 10% have complete supply chain capabilities
海外基础设施企业：重资产型，业务相对稳定
Overseas infrastructure enterprises: Asset-heavy type with relatively stable business
小包直发专线：容易形成头部物流商，市场把控能力强
Direct small package routes: Easily form leading logistics providers with strong market control
03. 拉美市场：跨境电商新蓝海
03. Latin American Market: New Blue Ocean for Cross-border E-commerce
南美市场如巴西、智利、墨西哥等国家保持25%以上的增速，东南亚市场保持10%增速。相比欧美成熟市场，这些新兴市场仍处于上升期，发展优势明显。
Latin American markets such as Brazil, Chile, and Mexico maintain a growth rate of over 25%, while Southeast Asian markets maintain a 10% growth rate. Compared with mature European and American markets, these emerging markets are still in an upward phase with obvious development advantages.
04. 安骏物流的拉美市场布局
04. Anjun Logistics' Layout in Latin American Market
安骏物流自2018年开始布局巴西市场：
Anjun Logistics has been laying out the Brazilian market since 2018:
• 与巴西邮政合作设立巴邮通专线
• Cooperated with Brazilian Post to establish Brazil Post Express
• 收购本地地勤公司
• Acquired local ground handling companies
• 搭建5000平方米本地集运仓储
• Built 5,000 square meters of local consolidation warehouses
• 建立覆盖巴西全境的电商快递网络
• Established e-commerce express network covering all of Brazil
05. 给跨境卖家的物流建议
05. Logistics Suggestions for Cross-border Sellers
方轲给跨境卖家提出以下建议：
Fang Ke offered the following suggestions to cross-border sellers:
1. 采用综合发货模式，重视直发小包物流
1. Adopt comprehensive shipping models and value direct small package logistics
2. 选择有品牌、深耕行业时间较久的物流商
2. Choose branded logistics providers with long-term industry experience
3. 关注品牌和产品质量，而非单纯铺货
3. Focus on brand and product quality rather than just expanding inventory
结语：中国物流企业走向国际市场已是必然趋势。安骏物流正助力中国企业货通南美，成为跨境物流拓疆南美的先行者。
Conclusion: It is an inevitable trend for Chinese logistics companies to go global. Anjun Logistics is helping Chinese companies reach Latin America, becoming a pioneer in expanding cross-border logistics to this region.