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Back海外“AI”不释手!中国造爆款 订单排到明年→
海外“AI”不释手!中国造爆款 订单排到明年→
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中国新闻网2 hours agoBusiness5 min readChinaView translation

海外“AI”不释手!中国造爆款 订单排到明年→

Quick Look

第四季度跨境电商进入旺季,消费电子与AI硬件出海增速显著。面对海运费上涨与舱位紧张,企业通过“先查后装”模式创新及港口提效,保障货物高效出海,前三季度出口保持稳健增长。

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Why It Matters

第四季度为跨境电商传统旺季,受海外节日消费驱动。当前面临海运费波动与舱位紧张的供应链挑战。

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每年的第四季度是跨境电商的传统旺季。随着海外传统节日消费季的到来,消费者集中下单,各类货品从中国工厂发往全球,跨境电商企业迎来了一年中最繁忙的时段。消费电子、AI智能硬件成为今年增速最快的出海品类。AI眼镜、AI陪伴机器人等一批搭载AI技术的新产品,正在海外市场快速起量。

旺季机遇之下,海运费价格波动上涨、舱位紧张等挑战随之而来,企业、港口、海关多方协同,通过模式创新、通关提效来对冲压力,保障货物高效出海。

在深圳一家主营笔记本电脑和迷你主机的出口企业记者看到,当天待发货的产品已经打包完毕。负责人称,今年他们的订单量同比增长40%左右,供应链压力不小。三季度末开始,企业就进入了加班加点的状态。

另一家3D打印机企业,海外市场营收占比超九成,主要在北美地区,今年旺季发货量比淡季高出两三倍。企业品牌负责人表示,企业每月订单约10万台,产能、物流已经饱和,部分订单排至明年。

东莞市塘厦镇的跨境物流仓紧邻深圳,记者在现场看到,赶船期的货物正从这里一车车发往港口。这些货物中一部分是备货年底的销售旺季,另一部分则是海外客户为应对明年初我国春节工厂放假,提前下的储备订单。

品类方面,消费电子、AI智能硬件成为今年增速最快的出海品类。AI眼镜、AI陪伴机器人等一批搭载AI技术的新产品,正在海外市场快速起量。

某主营海外的电商平台出海营销负责人杨逸表示,跨境电商整体保持稳健增长,巴西、美国等市场增速亮眼,目前整个海外仓的备货规模增长超过100%。

一边是旺季订单集中释放,一边是海运费持续高位运行。当前美西、美东航线运价同比仍处高位,舱位紧张、成本上涨成为跨境企业共同面对的考题。

在深圳一家商贸物流公司,业务总监余未告诉记者,公司美国业务占比约八成,今年以来,跨境订单货量增加的同时,海运费价格剧烈波动,眼下要提前至少一个月锁定舱位,临近船期基本拿不到舱位,“七八月份,价格可能一周会变一次,都是往上涨的,目前来说十月份算是非常高峰的价格。”

一家科技公司负责人透露,第二季度从中国到洛杉矶一个货柜运费不到6000美元,当前已经上涨至约12000美元。

运价上涨直接推高了出口成本。体积大、利润率低的家居类产品受影响更明显,采购商备货更保守;而体积小、货值高的3C类电子产品受影响则相对较小。面对成本压力,行业主动求变。深圳跨境电商协会会长王馨表示,不少商家对海外仓开展精品化、高效化运作,聚焦高利润、高附加值、具备自主知识产权与科技含量的产品。

面对持续高企的海运价格,跨境电商行业在保出货的同时,也在通过模式创新压缩物流环节、降低综合成本。

在深圳市龙华区的一个跨境物流场站,一件件跨境电商包裹正通过分拣线流转,并在数字孪生系统的实时监控下去往不同的智能货架。与传统的“先装柜、后查验”不同,这里的货物以散货形式申报、接受查验,异常货物单独落货处置,同柜其他放行货物可继续装运,不用一同等待。

业内人士解释,往往在一个集装箱里面,会拼几十甚至上百个客户的货,其中某个货主的报关单一旦出现一些问题,就会被海关查验,产生新增的掏箱费用、等待费用(码头超期存放费用)甚至是误船费用,现在“先查后装”将查验环节前置,避免了原来“一票中控,全车等待”的痛点。

一家电商物流公司项目负责人介绍,采用“先查后装”模式的货物,从入场卸货到装货出运用时不到6个小时,通关时间压缩50%,企业综合成本降低30%。

出海枢纽盐田港也在全力提速。港区通过升级航线网络和远控设备,提升装卸效率,为跨境电商货物出海争取更多时间窗口。盐田国际商务部总经理庞凝介绍,盐田港年中新增了三台远控岸吊,今年还会继续新增四台远控岸吊,从查验到装船,每个环节都在抢时间、保效率。

据海关总署统计,前三季度我国跨境电商出口保持增长。效率提升叠加供应链优势,中国跨境电商出海的步伐正在加快。

Open Questions

  • 海运费高位运行将持续多久?
  • AI硬件出海的长期增长潜力如何?

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