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【2024年前三季度我国跨境电商进出口情况公布】 海关总署最新测算数据显示,2024年前三季度,我国跨境电商进出口达1.88万亿元,同比增长11.5%,高于同期外贸整体增速6.2个百分点。其中出口1.48万亿元,同比增长15.2%,占同期总出口的7.95%,已成为外贸增长新动能。
China's Cross-border E-commerce Import and Export Data for the First Three Quarters of 2024 Released According to the latest calculations from the General Administration of Customs, China's cross-border e-commerce import and export volume reached 1.88 trillion yuan in the first three quarters of 2024, a year-on-year increase of 11.5%, which was 6.2 percentage points higher than the overall foreign trade growth rate during the same period. Exports accounted for 1.48 trillion yuan, up 15.2% year-on-year, representing 7.95% of total exports during the period, becoming a new driver of foreign trade growth.
我国跨境电商产业呈现区域集聚特征,集中于广东、浙江等沿海省份。出口商品主要为家具家居等。近年来入局者增多,行业竞争激烈,整体增速放缓,但长期看消费线上化转型趋势不可逆,全球电商渗透率仍有提升空间,市场前景广阔。
China's cross-border e-commerce industry shows regional clustering characteristics, mainly concentrated in coastal provinces such as Guangdong and Zhejiang. The main export products include furniture and home goods. In recent years, the number of market entrants has increased, leading to fierce competition and an overall slowdown in growth. However, in the long term, the trend of online consumption transformation is irreversible, and there is still room for improvement in global e-commerce penetration, indicating broad market prospects.
传统铺货模式渐失,精品化和品牌化模式成新趋势。海外仓市场潜力巨大,因能提高履约效率等。从全球分布看,美国海外仓数量领先,新兴市场增长潜力大。我国政府出台系列政策支持海外仓建设,截至2024年一季度,全国跨境电商主体超12万家,产业园区超1000个,海外仓超2500个。
The traditional bulk product model is gradually fading, while premium and brand-focused models are becoming new trends. Overseas warehouses have huge market potential as they can improve fulfillment efficiency. Globally, the United States leads in the number of overseas warehouses, while emerging markets show great growth potential. The Chinese government has introduced a series of policies to support overseas warehouse construction. By the first quarter of 2024, there were over 120,000 cross-border e-commerce entities nationwide, more than 1,000 industrial parks, and over 2,500 overseas warehouses.
从跨境电商上市企业近期业绩看,行业整体增速放缓,内部呈现分化,精品类业绩优于泛品类。如广东企业绿联科技等表现不俗。未来,品牌化等将成关键,有品牌力的企业有望获更高市场份额。
Looking at the recent performance of listed cross-border e-commerce companies, the overall industry growth has slowed, with internal differentiation showing that premium product categories outperform general categories. For example, Guangdong-based companies like Ugreen Technology have performed well. In the future, branding will become key, and companies with strong brand power are expected to gain higher market share.
2024年上半年跨境电商统计调查显示,出口商品结构中服饰鞋包首饰等占比不同。进口集中在广东等地。我国跨境电商行业正从铺货模式向品牌化模式转型。
Statistics from the first half of 2024 show that the structure of export products varies, including clothing, footwear, bags, and jewelry. Imports are concentrated in Guangdong and other regions. China's cross-border e-commerce industry is transitioning from a bulk product model to a brand-focused model.