As we all know, with the Internet traffic dividend gradually peaking, the domestic e-commerce market competition tends to be fierce, the market from the blue sea to the red sea, has entered the stock competition stage.

Data from the Guojin Securities Research report also show that from 2011 to 2020, the CR5 of China's leading e-commerce company increased from 44% to 86%, led by the familiar BABA.$Alibaba (BABA.US)$、$JD.com (JD.US)$、$Pinduoduo (PDD.US)$Waiting for the company.

In this context, overseas markets are regarded as the next growth point of Chinese e-commerce, and many successful models in China can be replicated overseas at the same time, so the development of cross-border e-commerce has attracted much attention in recent years.

Cross-border e-commerce track is growing rapidly.

Looking back on the history of development, Chinese cross-border e-commerce companies actually started going out to sea a long time ago.

In the early days, there were still dividends to tap in the domestic market, and there were many difficulties in opening up foreign markets, which led to the fact that these companies did not tilt too many resources and attached little importance to cross-border e-commerce business. the result is that the achievements made in foreign markets are somewhat tepid.

For example, BABA's AliExpress, known as the "international version of Taobao", has been operating since 2010, started cross-border retail business in 2012, and has access to BABA's 1688 factory resources and Taobao sellers' resources.

However, in recent years, with the increasing maturity of overseas-related industrial chains such as payment, logistics, warehousing and advertising, the penetration of the export cross-border e-commerce industry to overseas markets is increasing, and the entire track has ushered in a period of rapid development. the size of the market is also rising.

Statistics show近5Over the past few years, the scale of cross-border e-commerce in China has increased by nearly 10%.倍，The annual growth rate is more than 30%, accounting for nearly 40% of international trade. Affected by the epidemic situation of COVID-19, the rapid development of short video live broadcast and other factors, cross-border e-commerce has developed rapidly since 2020. The total import and export volume of cross-border e-commerce in 2021 reached 1.924 trillion yuan, an increase of 18% over the same period last year.The total value of exports reached1.44Trillion yuan, an increase of 24.5% over the same period last year。

These cross-border e-commerce may be worthy of attention.

It is worth noting that cross-border e-commerce is actually divided into many modes. Guohai Securities Research report shows that it mainly includes cross-border e-commerce B2B platforms, such as BABA International Station; cross-border e-commerce B2C platforms, such as the above-mentioned Express; overseas shelf e-commerce platforms, such as BABA's Lazada and Tencent's Shopee; overseas content e-commerce platforms, such as TikTok Shop. E-commerce independent station mode, such as SHEIN, AllyLikes under BABA, Temu under Pinduoduo, etc.

In recent years,The most popular cross-border e-commerce is in the mode of independent station.SHEIN(Chinese name Xi Yin).

For quite a long time in the past, foreign trade merchants in the field of cross-border e-commerce mainly sold through cross-border e-commerce platforms under Amazon.Com Inc and BABA.

The so-called independent station means that the e-commerce company opens another door and sets up an independent domain name as the e-commerce platform, so as to independently complete the marketing, promotion, sale and other behaviors, and break away from the shackles of the top e-commerce platform rules.

Data show that CR5, a leading US e-commerce company, increased from 39% to 55% between 2011 and 2020.In the overseas competitive environment, the traffic is relatively scattered, and it is more friendly to the independent station form of the self-supporting mode.

SHEIN, a cross-border e-commerce brand, has not only adopted the stand-alone model, but also adopted a proprietary model until it was transformed into a platform in 2021.

Data show that from its establishment to now no more than a decade, SHEIN has developed from a small clothing-based cross-border e-commerce to a world-famous unicorn.

In 2021, SHEIN has 190 million downloads worldwide, ranking third among global shopping software downloadsAmong them, the downloads of shopping software in the United States are second only to Amazon.Com Inc (AMZN.US) ranks second, with more than 1000 monthly active users in the United States万。

And in terms of performance,The company earns revenue from20166 of the yearBillion US dollars climbed to 2021.157 inOne billion US dollars.

In April 2022, insiders said that SHEIN was secretly raising at least $1 billion in the latest round of financing, led by private equity firm General Atlantic, followed by veteran shareholders Sequoia and Tiger.At that time, it was valued at close to hundreds of billions of dollars.

Temu under PinduoduoIt is also regarded as independent station mode by many people.It was officially launched overseas on September 1, 2022, entered the stage of test and sale, and began to be fully online after September 16.

As of September 16, 2022, Temu had more than 100000 downloads on Google play, ranking 32nd on App Store. According to the merchandise sales data, as of Sept. 19, the sales of 14 kinds of goods exceeded 1,000, with a maximum of 4596 units.

On October 17th, Temu topped the list of free shopping apps in APP store in the United States, surpassing Amazon.Com Inc and SHEIN and attracting the attention of the whole network.

In view of Pinduoduo's achievements in recent years, many people have high expectations for Temu.

Content e-commerce platform TikTok ShopIs derived from TikTok.。TikTok began to expand its overseas live e-commerce business in 2020. TikTok Shop relies on 150 + countries around the world with more than 1 billion monthly active users, and its business continues to expand. Currently, it has covered the United Kingdom, Indonesia, Southeast Asia (Thailand, Vietnam, Malaysia, the Philippines). In the areas where it has been launched, live broadcast and short video shopping can be completed in the application.

TikTok continues to increase its investment in e-commerce business in 2021. TikTok e-commerce GMV is about 6 billion yuan in 2021 and plans to double to 12 billion yuan in 2022.

Overseas shelf e-commerce platform ShopeeThe parent company is Sea.，The majority shareholder in Sea is Tencent.

The target market of the e-commerce platform is Southeast Asia. In 2021, Shopee's global downloads reached 203 million, ranking first among global shopping software downloads, higher than SHEIN; global orders reached 6.1 billion.

Overseas shelf e-commerce platform LazadaIt is also one of the largest online shopping platforms in Southeast Asia.It belongs to BABA.

It is reported that after Lazada's great success in the Southeast Asian market,Will be prepared to continue to enter the European market.

In addition to the above, there are many cross-border e-commerce businesses involving domestic companies.

Generally speaking, although Chinese e-commerce has experienced ups and downs in the matter of "going out to sea", it has developed rapidly in recent years, and the prospect is worth looking forward to.