2021 is truly an unforgettable year for cross-border e-commerce. On the one hand, the account rectification of Amazon's platform has prompted a large number of enterprises to suffer losses; on the other hand, it is expected to make a lot of money at the end of the year of the festival, but it has encountered a cold winter in the market, resulting in many companies shutting down; in the capital market, a large influx of capital, the amount of financing has increased by nearly 2 times year-on-year, and the entire cross-border e-commerce market has presented a "double day of ice and fire".
The impact of Amazon's "banning tide" storm and other cross-border e-commerce has encountered a life and death test
In 2021, Amazon carried out operations such as banning accounts and freezing accounts for acts such as "manipulating reviews", "brushing orders" and "account associations", which greatly affected many Chinese sellers, resulting in a large backlog in the overseas warehouses of the banned companies. According to Amazon, Amazon has closed the sales rights of about 600 Chinese brands, involving about 3,000 seller accounts, including some large sellers.
According to survey report data, in the 2021 Amazon store closure wave, 23% of the surveyed sellers said that their business activities were affected, 34.78% of the affected sellers said that the impact was very large, and 21.74% of the sellers said that the impact was larger. In the past year or so, practitioners in the cross-border e-commerce industry have not only experienced the tightening of platform rules, but also witnessed the impact of global tax reform, commodity safety, and intellectual property supervision on their business.
Affected by this, many cross-border e-commerce companies have fallen. According to the "2021 China Cross-border E-commerce "Death" List", there are 12 cross-border e-commerce platforms "dead" in 2021, namely: VOVA, HIGO, Buy a Bargain, Haitao Tianxia, Sea World, Eastroo, Global Tesco, Enjoy Merchant Edition, Panlian Technology, GMALL Global Shopping, Lewutao, etc. (Note: The "death" defined by The Network Economics and Society includes company bankruptcy, bankruptcy, major restructuring, founder running away, platform shutdown or suspension, etc.)
In terms of investment and financing, the number of cross-border e-commerce financing events in 2021 was 77, an increase of 133.33% year-on-year; the total amount of financing was 20.7 billion yuan, an increase of 191.96% over the same period last year of 7.09 billion yuan. In terms of provincial distribution, the top three are: 33 in Guangdong, 16 in Shanghai, and 10 in Zhejiang.
Cross-border e-commerce "Top 100 List" released Service providers are developing rapidly
On January 19, at the beginning of 2022, the "Belt and Road" TOP10 influential social think tank in the mainland, the E-commerce Research Center of the Network Economic Society, released the "2021 China Cross-border E-commerce "Top 100 List".
Zhang Zhouping, director of the B2B and cross-border e-commerce department of the E-commerce Research Center of the Network Economic Society, pointed out that the network economic and social society defines cross-border e-commerce as cross-border retail e-commerce in a narrow sense, which belongs to the transaction subjects of different customs, with the help of the Internet to achieve transactions, payment settlements, and deliver goods to consumers through cross-border logistics, including: 9610, 1210, 1239 and other customs supervision code models. Broad-meaning network economic and social society is defined as the application of e-commerce in import and export trade and retail, including: import and export cross-border e-commerce, cross-border e-commerce (B2B, B2C, C2C) and 9710, 9810 and other customs supervision codes and related service providers.
The list has been comprehensively evaluated by the E-commerce Research Center of the Network Economic Society according to the enterprise data included in the "Dianshubao", the e-commerce database under the Network Economic Society, including hard indicators such as platform scale, revenue, profit, investment and financing (valuation), monthly activity, rating, and soft indicators such as industry influence and word of mouth. It aims to reflect the current development of domestic cross-border e-commerce enterprises. The list is classified according to industry segmentation: export cross-border e-commerce, import cross-border e-commerce, cross-border e-commerce service providers, etc., a total of 100 enterprises, and the listed companies are domestic leading enterprises in various fields.
It is reported that compared with the 2020 list, the new companies in the 2021 list include: Onion Group, patpat, Zebao Technology, Air Cloud Hui, Full Speed, Aike Technology, Mabang ERP, DynaSky Full Tax Pass, Yiyan Technology, Jijia, Captain BI, Zi Bu Whisper, San state shares, Yanwen Logistics, Jiacheng International, Huanshi Logistics, Mango Overseas Warehouse, Zhiji, Panda Life, Haitao Duty Free Shop, Keyou Cloud, Rice Cloud, etc.
Compared with the 2020 list, the companies that failed to select the list in 2021 (including platforms/service providers) include: Zhiyu, Lens Network, Wantuo Kechuang, Xinwei International, Xinhuajin, KKS, Cross-border Wing, Taobao Global Purchase, Suning International, Fengqu Haitao, Different Overseas Shopping, Siku, Wuzhouhui, Aomeng, Meike Life, Wanlimu, 51 Imported Cars, Yidatong, Jiayun Data, Qi Orange E-commerce, Zebra Internet of Things, Topological Silk Road, etc.
In the 2021 list, listed companies include: Anker Innovation, Contact Interaction, Cross-border Communication, Youkeshu, Tongtuo Technology, Zebao Technology, Onion Group, Lanting Jishi, etc.; unicorn companies include: SHEIN (Xiyin), Sky Yunhui, Xingyun Group, Patpat, Lianlian Payment, PingPong, Zongteng Group, Yang Wharf, etc.
In 2021, the main major events in the cross-border e-commerce industry include: six departments further expanding the pilot of cross-border e-commerce retail imports, Tmall International announcing the "five new" strategy, Onion Group landing on the New York Stock Exchange, eBay pushing the "big goods and heavy goods premium plan", Amazon's global store opening crackdown on brushing orders, AliExpress launching the G100 overseas plan, SHEIN downloads exceeding Amazon's valuation of more than 300 billion yuan, etc.
The following is the "2021 China Cross-border E-commerce "Top 100 List" (in no particular order):
I. Export cross-border e-commerce (36)
B2B category: Alibaba International Station, Global Sources, Made in China, Dunhuang Network, Dalong Network, Toras, Linggong Cloud Merchant, Dajian Cloud Warehouse, Baoxin Global, Global Trade Connect;
B2C category: Amazon Global Store, eBay, AliExpress, Wish, Shopee, SHEIN, Anker Innovation, patpat, Zebao Technology, Banggu Technology, Youkeshu, Cross-border Pass, Contact Interaction, Tongtuo Technology, Saiwei Era, Lanting Jishi, Zibu Whisper, Zhiou Technology, Aoji, Star Link, Aopeng Network, Tri-State Shares, Full Speed, Aosen E-commerce, Xingshang, PepsiTai;
II. Imported cross-border e-commerce (24 companies)
B2B category: Xingyun Group, Kelp, Zhiji, Stupid Potato;
B2C category: Tmall International, JD International, Koala Hai shopping, Yang Wharf, Onion Group, Honey Bud, Baby Grid, 55 Haitao, Amazon Overseas Purchase, Haipaike, KK Group, Pea Princess, Hello World, Yuou Cross-border, Taotao Sheep, Boro honey, Dolphin Home, Darling Family, Panda Life, Haitao Duty Free Shop;
III. Cross-border e-commerce service providers (40)
Comprehensive category: Zhuozhi Group, World Trade Connect, SHOPLINE, Pan Ding International, Little Stupid Bird;
Logistics: Zongteng Group, Di sifang, Yanwen Logistics, Jiacheng International, To Meitong, where to transport, Huanshi Logistics, Export Easy, Mango Overseas Warehouse, Flying Box Cross-border;
Payment: PayPal, PingPong, Lianlian Payment, Sky Cloud Hui, Pay An Ying, Yibao Payment, FirstTrust Easy Pay, Skyee;
SaaS category: Lingxing, Shopsmith, Yicang Technology, Xiaoman Technology, Jijia, Shopkeeper, Aike Technology, Mabang ERP, Captain BI, DynaSky Full Tax Pass, Keyou Cloud, Rice Cloud;
Marketing: Haofang Group, Feishu Shennuo, Siyiou, Yiyan Technology, Foreign Trade Cattle