Amazon recently announced that it will reduce the referral fee for some apparel products, including the referral fee for clothing products priced below $15 from 17% to 5%, and the referral fee for clothing products priced between $15 and $20 will be reduced from 17% to 10%. This move is seen as Amazon's response to Chinese overseas platforms such as Temu and SHEIN.
In the field of cross-border e-commerce, the competition between platforms is becoming more and more fierce. During the "Black Friday" shopping festival in the United States, the traffic competition between major platforms is particularly obvious, which may be the prelude to the further improvement of the efficiency of cross-border overseas links. In this context, brand companies and sellers with strong chain capabilities are expected to benefit from the traffic dividend brought by multi-platform competition. At the same time, this may also catalyze the further improvement of overseas logistics infrastructure construction and provide better support for the development of cross-border e-commerce.
In the long term, we continue to be optimistic about the trend of increasing overseas online penetration. This trend will bring more opportunities and growth potential to the relevant industry chains. Therefore, we recommend focusing on the following:
Recommend the relevant targets of Amazon chain cross-border e-commerce, such as Anker Innovations, Huakai Yibai, Zhiou Technology, etc. These companies have a high visibility and market share in the field of cross-border e-commerce, and are expected to benefit from competition between platforms and the growth of traffic.
Recommend the U.S. logistics infrastructure target Lege shares. With the development of cross-border e-commerce, the demand for logistics infrastructure construction will continue to increase. As a company focusing on the construction of logistics facilities, Lege is expected to benefit from this trend.
Pay attention to the overseas brands with high performance flexibility, such as Nine Company, Roborock, Superstar Technology, Taotao Automobile, etc. These companies have strong product innovation capabilities and market development capabilities, and their performance will directly benefit from the traffic dividend of cross-border e-commerce and the increase in overseas online penetration.
In short, in the context of platform games, the development of cross-border e-commerce has broad prospects. It will be very important for investors to pay attention to the opportunities and growth potential of the relevant value chain.
Note: The data and views in this article are provided by Caitong Retail team and are for reference only.
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