跨境出口物流业务分为直邮和海外仓两种类型-行业数据

跨境出口物流业务分为直邮和海外仓两种类型

更多平台选择牵手亚马逊，但高库存压力有所转嫁，预计 23 年 Q2 有所消化。第三方中小海外仓玩家出清，更多跨境平台选择与亚马逊 FBA 签约，寻求终端尾程的稳定性供给，但零售商高库存压力同样倒逼亚马逊提高仓储费用，预计在 23 年 2/4/10 月分别加收落地，2022 年加收仓储费约影响净利率 1-2pct。

行业数据

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所属报告：