Special research report on 2020 cross border e-commerce industry From Guoxin Securities
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The following is the Special research report on 2020 cross border e-commerce industry From Guoxin Securitiesrecommended by recordtrend.com. And this article belongs to the classification: Brokerage Report, Electronic Commerce.
Under the B2C mode, enterprises implement unified production or procurement, carry out online sales with the help of third-party platforms or build independent stations, directly connect with overseas terminal consumers, and gradually form a certain degree of customer recognition, thus becoming a sharp weapon to help Chinese brands go abroad.
The industry enjoys the opportunity of policy + penetration promotion, and the leader is expected to accelerate development. From the perspective of industry driving, 1) on the supply side, the high-quality manufacturing capacity accumulated by domestic manufacturers over the years has greatly enriched the supply of cost-effective products, while the policy is red On the demand side, the penetration rate of overseas e-commerce consumption still has a huge room for improvement, and the relatively mature U.S. market is only 16%. The consumption habits brought by the epidemic will promote medium and long-term development.
On the whole, the industry has gradually returned to the track of healthy development, although the early stage of the industry has brought about periodic overcapacity due to savage growth. In the future, the leaders with excellent supply chain capacity and brand power are expected to fully benefit from the development of the industry.
The business model is different, to achieve a virtuous cycle with brand recognition and excellent turnover. Through the dismantling of industrial operation links, we believe that product selection positioning (high-quality or pan product), platform operation (third-party or self built station) and warehousing logistics (FBA overseas) are considered Warehouse or self built warehouse) is the three core links that determine the enterprise’s profit level, among which the selection positioning mainly affects the gross profit rate level and turnover ability, and the platform mode and warehousing logistics mainly affect the expense rate level.
In summary, the boutique route enterprises establish their own stable customer group by creating popular money, and make use of the natural flow advantage of the third-party platform and the convenience of overseas warehouse mode to continuously improve the shopping experience of consumers, and finally achieve relatively high profit and turnover level.
While the pan product route has great pressure on user acquisition and inventory turnover, enterprises can also increase flow retention and repurchase rate through supply chain accumulation and brand recognition.
Investment suggestion: focus on the advantageous enterprises with brand recognition and excellent turnover ability. On the whole, the cross-border e-commerce industry is expected to usher in sustained growth momentum under the background of continuous release of policy dividend and improvement of overseas e-commerce penetration rate, and the advantageous enterprises with brand recognition and excellent operation ability are expected to achieve accelerated growth.
Considering the layout of categories, mode selection and enterprise turnover capacity, we mainly recommend Anke innovation, which focuses on consumer electronics categories, has excellent product operation and management capabilities and overseas brand recognition; in addition, we propose to pay attention to Tianze information with a tree of cross-border e-commerce subsidiaries and the improvement of refined management ability, so as to obtain cross-border communication owned by state-owned assets.
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