文｜时代财经App

shishangzuizhangheiwu，diejianianmogedajiediandacu，kuajingwuliuyinglaiyinianzhongzuimangliudeshike。

genjuguojijigousalesforce12yue2rifabushuju，jinnianmeiguo“heisexingqiwu”（11yue29ri）dezaixianxiaoshouzongewei108yimeiyuan，tongbizengzhangle10.2%，chuangxiaxindedanrixiaoshoujilu。adobe analyticsshujuzexianshi，quanqiufanweineide“heisexingqiwu”zaixianxiaofeizongedadaole744yimeiyuan，tongbizengzhang5%；qihaiyuce，12yue2ri“wangluoxingqiyi”xiaoshouejiangzengzhang6%，dadaochuangjilude132yimeiyuan。

oumeijiarigouwujidequanmiankaiqi，daidonglekuajingwuliuyewudezengzhang。tongshi，yamaxun、woermayijizhongguo“chuhaisixiaolong”dengpingtaibuduanlazhangdacushijian，yeduiwuliuhuanjietichugengduotiaozhan。

yimingguoneidaxinghaiwaicangqiyerenshigaosushidaicaijing，“jinnian‘heiwu’shizheijinianzhongzuimangdeshike。”

跨境仓峰值一波又一波，人员激增三倍

guoneidekuajingcangkuzuixianganshoudaolehaiwaidacudeliuliang。

11yuechu，weiyuguangdonghuizhoushatianzhendecainiaokuajingliuxiangcangyijingjinrumangliuzhuangtai。gaikuajingliuxiangcangyoucainiaozijian，hangaichao50wandeskupinleijiqianwanjiankuajingshangpin，huopinzhuyaofawangzhongdong、feizhou、nanmeidengduoguo，yu“haiwaishuang11”（jihaiwaizaishuang11qijiantongbujuxingdedacuhuodong）qianzhengshitouruyunying。

liuxiangcangzhuyaoshianzhaoshangpinxiaowangdeguojiajinxingfenleibucang，youyukuajingbaoguoliangzengzhangxunsu，cainiaohuizhoukuajingwuliucangxiangguanfuzerencheng，gaicainiaohuizhoukuajingliuxiangcangdecangchuliyonglvyuputongcangkuxiangbitigaoleyue200%。

jujieshao，gaikuajingliuxiangcangzhuyaofuwudeshialiqixiakuajingdianshangpingtaisumaitong，maijiamenyibantiqianbangeyuezhiyigeyuejiubabaokuanchanpintiqianfawangcangkubeihuo。

zi11yue1riyinglaidiyibo“haiwaishuang11”zhi11yue29ride“heisexingqiwu”，zhengge11yuekuajingcangdoujinzhangmangliudiyunzhuanzhe，youqidaodacugaofengqishi，danliangfengzhiwangwangnengdadaopingshide4bei。

cangchurenyuanyesuizhizengjia，gaifuzerenxiangshidaicaijingjieshao，11yuegaofengqishicangchurenyuanshuliangyibanshipingshidesanzhisibei。erzaozai11yuechu，yixiekuajingdianshangcangkujiuyijingkaiqiwangjilinshigongzhaopin，juyiwuliuzhaopinrenyuancheng，gedakuajingcangkulinshigongdegongziyuezai22yuan/xiaoshizuoyou。

heiwudacuqijizengdehuoliangyecijilekonghaiyunyunjiadeshangzhang。

yihaiyunweili，10yuediyilai，meiguo、ouzhou、nanmeidenghaiyunhangxianjiuxiangjichuanlaibaocangdexiaoxi。youwuliuqiyerenshigaosushidaicaijing，chulechuantongheiwu、wangyi、shengdandengwangjiyinsuyingxiang，bufenmaijiahaidanxinmeiguoguanshuizengjia，yincichenzheguanshuishangdiaozhiqian，zainianqianlianggeyuekuaisubuku。

huoyunxingyeyefenfenxuanbuyunfeizhangjia。lirujinnian9yuefenqi，hangyunjutoumashijixiangjifabuleyixiliezhengshouwangjifujiafeidetongzhi，zuijinfabudeyizediaojiatongzhixianshi，jiangzi2024nian12yue6riqi，duicongwoguohuadonggangkouchufayunwangxihanukegangdeganhuo、lengzangjizhuangxiangzhengshouwangjifujiafei，shoufeibiaozhunwei500meiyuan/xiang；mashijihaidiaozhenglezhongguoneidi、zhongguoxianggang、ribenzhixinxilandengduohangxianwangjifujiafei。

mianduihangyunzhangjia，yimingyamaxunmaijiazhichu，meiniandao11yuehaiyunjiagedouhuishangzhang，duiyutaeryanzuizhongyaodeshi“huonengshangchuan”。qicheng，2023nianheiwushicengyudaobaocangdaozhidapihuowufendaoxiayicichuanqi，jinniandabufendounengruqianpaishangchuanqi。

butongyuhaiyun，kongyunshichangzexiangduihuanhe。“jinnianwangjikongyunyunjiayouchuxianshangzhang，danshishangzhangfudubuda。”gofastgoukuaigongyinglianchuangshirenchenxigaosushidaicaijing。wangchang11yueshihangkongshichangzuiwangdejijie，danchenxifaxianjinnianshichangbiaoxianjiaoweifanchang，shenzhihaiyoubufenhangsizaiwangjilianxuquxiaoduogehangban，zhengtiyunjiajiaoqunianwangjishixiadiechaoliangcheng。

海外仓需求火爆，快递企业加码本地物流

jinnianheiwu，haiwaibendicangyinglaiyibokongqianderedu。

shangshuyamaxunmaijiagaosushidaicaijing，jinnianshichangshangyongxianlexuduoxindekuajingcang，danhuoshiyinweibaoguodingdantaiduohuozheshoubagongshijianyingxiang，xuduocangkushijigongzuorenyuanbingbugou，churucangchuxianyongdu。

yimingguoneidaxinghaiwaicangqiyerenshijiuzhichu，jinnianyilaigongsichixuzaioumeikuozhangxincang，zaimeiguojiuyouchao40gehaiwaicang，“xianzai（heiwu）shiyinianzhongzuimangdeshihou，shenzhishizheijinianzhongzuimangdeshike。”

bantuoguanmoshixingqishihaiwaicanghuobaodezhongyaoyuanyin。jiqunianchuangxinshituichuquantuoguanmoshi，guoneidianshangpingtaizai2024nianxiangjituichubantuoguanyewu，yicijinyibuzhaolanjubeigongyinglianyoushidemaijia，kuochongshangpinleimujishichangguimo。

yuquantuoguanmoshixia，maijiazhixubeihuozhiguoneicangkubutong，zhuliudebantuoguanmoshixia，maijiaxujiangshangpinbeihuozhihaiwaicangku，xiaofeizhexiadanhoujikeconghaiwaicangkuzhijiefahuo，shixiaogengkuai；tongshi，shangjiayenengtiqianbeihuo，yicijianshaoduikongyundeyilai，jiangdigaoangdeyunshuchengben）。chenxijiuzhichu，bantuoguandadatuidongle“haiyun+haiwaicang”deshichangfene，zheiyeshijinnianwangjikongyunjiagepinghuandezhongyaoyuanyin。

heiwuqianxi，tiktok shop、sheindengkuajingdianshangpingtaiyezaijiadayinjinhezuohaiwaicang，xiyinmaijiashiyonghaiwaicangfahuodebantuoguanmoshi。

11yue27ri，tiktok shoppingtaixinzengleshoupihaiwaicangduijiecangpingtai，guoneidehaiwaicangqiyewanyitong、xiyouzailie。10yue31ri，sheinzexiangdaiyunyingshangjiamianfeikaifangoumeihaiwaicang，haiwaibendibeihuodemaijiakeyizhijiejianghuowufawangsheinguanfangouzhoucanghuomeiguocangzhongmianfeicunfang。yimingshenzhendesheinkuajingmaijiajiubiaoshi，ruguoweilaishangpinnenggoucongouzhoucangzhijiefahuo，bujinnengjiangdiyunshuchengben，hainengbicongguoneifahuojiesheng2beiyishangdeshijian。

haiwaicangchixuhuobao，guoneikuaidiqiyeyezaiqiaoranbuju，jiadaduibendikuaidiwuliudetouru。

zaikuajingwuliuyewushangjiaoweiboruodejingdongwuliu，ciqianyu10yue15rixuanbuquanmianshengjichuhaizhanlve“quanqiuzhiwangjihua”，qizhongguanjianyixiangjiushi2025niandiquanqiuhaiwaicangmianjiyaoshixianchao100%zengzhang。11yue30ri，jingdongwuliuxiangguanfuzerenyeduishidaicaijingbiaoshi，ciciheiwudacuqijian，ouzhoudiqudeduogejingdongwuliuziyinghaiwaicangyinglailedingdanliangdeshubeijizeng。

cainiaozezaixibanyajiasubendikuaidifuwudefugai。10yuedi，cainiaoduiweiyumadelidexibanyaquanguofenbozhongxinwanchengshengjigaizao，meixiaoshichulifengzhifanbeizhi4wandan，gaizaohoudefenbozhongxinzai“haiwaishuang11”jiheiwudacuzhiqiantourushiyong。tongshi，cainiaotuichulemadelichufade“liangouyuancirida”chanpin。

xibanyashicainiaoshougeshidianbendikuaidipeisongdehaiwaiguojia。jinliangnian，tongguoshougouxibanyabendiyijiakuaidigongsi、zengjiamoduanwangdianfugai，cainiaozaixibanyadepeisongnenglidedaotisheng，binglianhesumaitongyiqituichu“quanqiuwurida。”erzaisiwunianqian，congzhongguodaoxibanyadewuliupingjunshixiaohaigaoda20tianyishang，sannianqianzheigeshuzicaizhubujiangdi。

moduanpeisongshilvyuezuihouyihuan，cainiaoxibanyakuaidizongjinglicaiwenmingjiuzhichu，weiletigaokuajingbaoguodeshixiao，jinniancainiaozaidacuwangjishizhoumo、gonggongjiaqijuntigongkuaidipaisongfuwu，yudangdichuantongkuaidigongsixingchengchayi。

buguo，xiangyaobaguoneidedafawanquanbanguolaiyebingbushiji。caiwenmingduishidaicaijingzhichu，yuguoneimoduanpeisongtoudidaoyizhanjizitijubutong，xibanya90%debaoguojunyishangmenpaisongweizhu，dangdixiaofeizheduiyupaisongzhiliangxuqiujiaogao，youqiduiyugerenyinsi、shujubaohuyoufeichanggaodeyaoqiu，yincizaipaisongbaoguodeshihouyidingyaozhengqiuxiaofeizhetongyi。

“yidandaolewangji，moduanpaisongdeyalijiuhuifeichangda，yedaozhiwuliuchengbenyegenggaole。”caiwenmingcheng。muqian，cainiaozaixibanyademoduanpaisongyuanbingfeidoushiziyingduiwu，dabufenrengyidangdihezuohuobanweizhu。