Ordinary people end up in Global trade, and a new round of structural opportunities emerge

In recent years “ Structural opportunities ” Is very popular , But most people only ask “ name ”, Hard to find .

“ New energy ” The admission period has expired 、“ Meta universe ” Fear of empty gimmicks , At the end of the day , Looking for structural opportunities , You have to search for traces in real life .

For one thousand years , International trade is a game for adventurers , Even if Zhang Qian came from the western regions for two years “ The Silk Road ”, Only brave people who dare to abandon their homes and sacrifice their lives are on the road , Not to mention those medieval merchant ships that were often looted .

But now , Yiwu small businesses at home , Tap the keyboard to connect buyers from 200 countries around the world ; Chinese Canadian mothers will bring their babies while “made in china” Our electric cars are sold to Ottawa ; Atlanta Tiktok Hongren directly transfers goods from Chinese factories ……

When the dividends of domestic e-commerce are gradually peaking , Multinational e-commerce is experiencing an unprecedented period of opportunity ——

The epidemic has advanced the global Internet process by three years , The new form of Transnational E-commerce has lowered the threshold for going to sea ; China has further become a global supply center due to the rapid recovery of industry and economy ; Under the economic downturn, ordinary people are looking for new sources of income —— Global trade is dominated by big companies and adventurers , Enter a new era of ordinary people trading .

“ Follow the trend on the air outlet ”, Some people have small businesses “ Coming back to life ” monthly income 40 Ten thousand dollars , There are also unemployed mothers who earn monthly income while taking care of their children 5 Ten thousand dollars .

“ Ordinary people ” Sea

This wave of ordinary people going to sea , Once unimaginable .

“ Facing the sword in the hands of robbers , Businessmen are at a loss , Only pray to the Buddha ”, This is the Tang Dynasty of Mogao Grottoes 45 A scene recorded in the cave murals . The Silk Road at that time , Although it's a way to get rich with 100 times of profits , It's also a life-long gamble . Even Genghis Khan's caravan was looted by huarazimu .

The road is dangerous , The sea route is even worse .

Only a short while ago , Only powerful government fleets dare “ Sea ”. Their ship is a merchant ship , It's a warship , Because it's common to meet pirates on the road . At that time, even if the ship can be saved , The crew also sacrificed two-thirds more , To re recruit .

The young man in front of him has been engaged in cross-border trade for many years , Although the skin is dark , But I haven't even been to the port .“ When doing traditional foreign trade, I went to Guangzhou Exhibition , Now I'm looking at the shop at home .”

His name is Chen Gang ,1988 Born in Foshan , After graduating from junior high school, I followed my master to weld bicycles . He mentioned “ shop ” Not a physical store , But in express 、eBay、 Many e-commerce stores on Dunhuang website , There's another Facebook Home page .

“ Domestic competition is fierce , At that time, many people couldn't do it anymore , Just want to see if you can export ”. Now he can't ride the bike made by his factory by himself ,“ It's too big , They are all adapted to the size of European and American people .” These bicycles are mainly for Germany 、 The British 、 The French 、 Italy 、 The United States 、 Canada, etc , The cheapest 1100 dollar .

“ Different from domestic , Rich people abroad also ride bicycles .” therefore , The bicycles in its factory are all high-end products . Although it is purely manual assembly , But only 20 personal , Last year, it achieved 70 million revenue .

According to him , People around smelling this opportunity have become rich ,“ My cousin , Also a junior high school diploma , More than 10 million a year .” He also has a classmate who immigrated to Canada ,“ It was hard to find a job , Later, by helping me distribute , Own an Amazon store , It can also sell more than 100 sets a month .”

Not only the bicycle industry , Many industries with small domestic demand or fierce competition , Find a place overseas .

“ I just do LED A lamp ,2.4 Rice is a popular product in the store .” Shen Li is the boss , And the only employee , A person runs a Dunhuang shop ,“ This year, we are looking for outsourcing factories to distribute goods ”, monthly income 40 Ten thousand dollars .

Seemingly unpopular goods , Overseas demand is not cold .“ Our buyers are mainly electricians 、 The driver , They do everything , Most of them are part-time , First buy goods from my Dunhuang online shop , And then go through the flea market by yourself 、Facebook、 Amazon sells .”

“ Individual seller ” More and more appear in the international trade chain , Even many overseas celebrities sell their own products , One of their videos benefits more individuals “ Made a fortune ”.

Fingertip top , It is a gold rush led by overseas celebrities .2017 It was invented by a coder who was bored by meetings , Its playing video is YouTube More than 100 million hits , Then the demand boom quickly fed back to small sellers in China's industrial chain .

“ I see many friends around me making money by selling this , I also put a fingertip top on my Dunhuang shop , I didn't expect to be sold out as soon as the goods were delivered ”, Even Shen Li, who originally only sold lamps, joined the excitement .

“ At that time, I opened an online shop selling fingertip gyroscopes , Become a sideline that even a primary school student can operate .”

AI Technology intervention , It seems that such explosive products as fingertip gyroscope are not difficult to find . There are sellers through social e-commerce Saas platform MyyShop, Pick it out “ Emotional Octopus ” Such a new flow explosion . This little toy , From a large number of industry videos AI Pick it out , And through the “ Advertising with one click ”、“ Popular one click purchase ”, And downstream video marketing channels 、 The upstream supply chain realizes one click docking ,3 The day makes the order 2816 single .

“ Elementary school students can operate ”, No exaggeration .

Three migration waves

What is the “ Structural opportunities ”？ A simple criterion is , If you are like me “ Ordinary people ” Not involved in , It's not .

Just like the reform and opening up, the reemployment of all employees 、 Digital life is inseparable from mobile phones , Now , In the field of Global trade , Ordinary people are getting involved , Not just as consumers , But directly participate in “ Supply chain ” in .

“ The epidemic has boosted , The development of cross-border e-commerce has been fast for at least three years ”, An industry expert interviewed mentioned . Traditional trade is rapidly migrating to cross-border e-commerce , The epidemic is generally depressed , Cross border e-commerce has bucked the trend .

6 month , Li Xingqian, director of the foreign trade department of the Ministry of Commerce, said at the regular policy briefing , Cross border e-commerce is in the window of innovation and development . According to Customs Statistics ,2021 China's cross-border e-commerce import and export 1.98 Trillion yuan , growth 15%,5 The annual growth is close to 10 times .

At the same time, Li Xingqian mentioned , International trade orders are changing from large quantities 、 Less frequency 、 Standardized goods to small batches 、 Multiple frequency 、 Personalized goods change . Small and medium-sized enterprises and individual participants , Become a force that cannot be ignored .

all the time , Digital technology brings equal rights , help “ Free individuals ” obtain “ free ”. Just this time from information equality 、 Consumption equity moves to the front of the value chain , Small producers 、 Small sellers become beneficiaries .

According to iResearch 《2022 China's cross-border e-commerce SaaS Industry Research Report 》 Show ,2020 Around the year, a large number of cross-border SaaS manufacturer , Enter the market in the form of single scene and deep function . However, the functions and data between scenes inevitably need to be connected , Manufacturers have started to work towards the one-stop whole scene .

among ,2020 Published in MyyShop, Born in Dunhuang net 18 Cross border e-commerce capability in 、 Data accumulation , From the very beginning, we started with the selection 、 Station building 、 One stop closed loop leading to performance , And has achieved rapid development in the past two years . By 2020 year 6 Mid month , Its popular commodity pool 378 ten thousand +SKU, Net red data resource library 151 ten thousand +, Overseas alliance resources 18 ten thousand +, Advertising material library 3 ten thousand +, marketing ROI Already reached 1:10.

Social e-commerce is becoming the hottest 、 The most active business , Combine massive overseas procurement demand with strong Chinese brands 、 Made in China , It has become an important way for cross-border trade sellers to obtain flow dividends .

new generation “ Free individuals ” Innate Internet thinking , It further caters to and boosts this wave .

Top strategic consulting company OC&C The investigation found that ,1997 Born after Z generation , As a new generation infiltrating the global Internet , They prefer personalized creation 、 Fragmented shopping , More “ borderless ” features . In the face of the general depression caused by the epidemic , They are better at “ Use the Internet to make a living ”.

They have their own Facebook、Tik-Tok、Snapchat、Instagram Become a selling import . And their choice , It has also quickly driven the millennials and earlier X generation . It is they who set off the upsurge of fingertip gyroscopes mentioned above .

This wave of migration involves more than traditional foreign traders 、“ New car ” Of individuals , More from domestic e-commerce platforms 、 Small and medium-sized businesses that escape from the large centralized platform . From another perspective , This is also the next stage of global e-commerce development , Regional e-commerce 、 Global centralized e-commerce is “ Everyone in the world can trade ” Replaced by the decentralized global e-commerce model .

“ Two years ago, in the period of pinduoduo dividend , Many shops earn a year 100 Thousands of people ,300 ten thousand 、400 There are also many people , But this year we think we can earn 20 Wan is already very good .”

Pinduoduo was once the take-off field for small and medium-sized sellers and young sellers .2021 In the first quarter of, pinduoduo accumulated more than 860 ten thousand , According to the school of Journalism and communication, Beijing Normal University 《2021 Youth growth report 》 Show , On pinduoduo platform 90 after 、95 after 、00 The number of new young businesses after the accounting for more than 49%.

But in the past two years, pinduoduo has also appeared to be involute .2020 The growth rate in the first quarter of was still 44%, A year later, it fell to single digits . Its revenue in the first quarter of this year 238 One hundred million yuan , It is only an increase over the same period last year 7%.

Similarly, , Taobao, a domestic e-commerce platform 、 Jd.com and others have peaked in average traffic in the past two years , Many voices say double 11、618 Have lost their imagination . The latest Alibaba financial report shows ,2022 Revenue increased in the fourth quarter of the fiscal year and the whole year respectively 9% And 18%, However, the net profit decreased respectively 24% And 21%.

The local red sea fight makes everyone look overseas , But the Big Mac central platform like Amazon is no longer “ Best choice ”, At least not the only choice .

since 2021 year 4 Since the month ,“ Amazon blockbuster action ” Sweeping the globe , Incomplete statistics , The affected Chinese sellers have exceeded 5 Thousands of families . After the title , Shop funds 、 The goods were frozen , The industry lost more than 100 billion , Many small sellers are forced to die .

Although the business is owned by small businesses , Funds and goods are controlled by big platforms , This is in “ Renren Era ” It's against the tide .“ Independent station ” Has become the general trend ,Grand View Research Pointed out that , To 2025 year , The market scale of global decentralization is expected to reach 5579 Billion dollars , And 2020 The compound annual growth rate will reach 28.8％.

Under this trend , Dunhuang. Com 、 byte 、 Alibaba began to look for new drivers of group growth . Social e-commerce launched by Dunhuang SaaS platform MyyShop For example ,2022 First quarter , Its active users still maintain year-on-year growth 76.3%.

7 month 5 Japan , Wang Shutong, founder of dunhuang.com, announced , The company was officially upgraded to Dunhuang network group , Adopt dual engine driven strategic architecture , Decentralized social e-commerce SaaS platform MyyShop And dunhuang.com, a centralized cross-border e-commerce platform （DHgate） Pay equal attention to . Relying on the global celebrity economy “ New wechat business ”, Gain and “ Small and medium-sized business owners ” The same strategic customer base location .

Domestic demand is enough to breed another pinduoduo besides Taobao , As you can imagine , This activated global e-commerce model , What kind of power will erupt .

inadvertently “ Open a ball ”

Although the main body becomes small sellers and ordinary people , But it doesn't mean this is a “ Personal battle ”. Play games and fight in groups , You often have to open the wheat and shout , But in this global trade of ordinary people ,“ Open a ball ” But inadvertently .

Chinese character , It is the invisible clue of this group war . This is also the answer to the trade anxiety of a big country .

Multinational e-commerce , Information services with simple intersection are more complex , Except pre-sales 、 payment 、 Customer service , It is necessary to involve physical products . Its production and circulation , Are essential prerequisites .

Let's start with production . A product n Accessories , Behind every accessory is a supplier 、 A contract 、 Primary logistics , This is why manufacturing tends to show “ Spatial concentration ”. English scholar Fudi is explaining “ Why is China's trade status irreplaceable ” It also mentioned ,“ The supply chain is not a wooden house that can be built casually ”.

According to people's daily , after 70 The development of , China has become the only country in the world with all industrial categories in the United Nations Industrial Classification , In the world 500 Among a variety of major industrial products , Yes 220 The output of various industrial products in China ranks first in the world . meanwhile , China is also the largest trading country in the world , yes 29 The largest trading partner of countries .

The effect of regional industrial agglomeration in China , Already famous . It is said that a quarter of the world's home textile products come from Nantong, Jiangsu , One third of the jeans are from Zengcheng, Guangzhou , More than 60% of glasses come from Shenzhen ,80% My wig comes from Xuchang, Henan Province . Orders from all over the world , Quickly complete in Chinese cities and towns n Circulation on the production chain , Even one city can handle the whole production process .

“ Our goods are not enough , Take it from your hometown ”, It has become the management method of many small sellers in China , Not to mention “ There is no supply ” Overseas sellers .

The epidemic has further promoted China to become a global supply station .

IMF Chief economist Gita · Gopinat pointed out , Outbreaks in key areas of the global supply chain , Further exacerbated the inflation problem in many countries . China is a country with relatively complete raw materials and products , It is the first major economy to recover from the epidemic .

The International Monetary Fund estimates that ,2020 In the world GDP Growth at PPP （PPP） The calculation is about -4.4%, China is the only major economy in the world to maintain positive growth . In its latest economic forecast ,IMF Significantly lower global economic growth expectations ,2022 year 、2023 The annual average is 3.6%. The forecast value of China's economic growth is 4.4% and 5.1%, Still surpassing the United States and the euro zone , Become the largest contributor to global economic growth .

Let's talk about circulation . Thanks to China's excellent e-commerce development environment , China's cross-border e-commerce platforms have developed the basic network of Global trade in advance , And our country “ the Belt and Road ” Under the strategy, transnational new infrastructure grows vigorously , Logistics and customs clearance barriers are further removed .

Founded on 2004 Dunhuang net , Global coverage 223 Countries and regions , Have 100 Multiple logistics lines and 10 Multiple overseas warehouses ,71 Payment capacity in currencies , In North America 、 Latin America 、 Europe and other places have global business offices . Relying on Dunhuang network “ Mother ” The ability of , By 2022 year 6 Mid month ,MyyShop The average daily order volume of logistics is 5 ten thousand +.

and 2010 Global express, established in , It can also be quickly connected to the world 220 A country . These Chinese e-commerce platforms , Because the goods are abundant 、 High cost performance 、 Have logistics capability , And the payment is convenient , It is also the source of selection for Amazon sellers .

“ the Belt and Road ” Policy implementation , Make this advantage more prominent .“ Amazon has no Polish order , Dunhuang.com lists Poland as the first stop in combination with the the Belt and Road strategy . Shipment from Polish overseas warehouse , The logistics cost of shipment from Spain is reduced by two thirds “, Huang Wu's goods stored in Polish overseas warehouses , It can quickly radiate Italy 、 The French 、 Lithuania and other countries .

Data display of Ministry of Commerce , First quarter of this year , The area of overseas warehouses has exceeded 1600 Thousands of square meters , among 90% Distributed in North America 、 European and Asian markets .

Production supply chain and the empowerment accumulated over the years , Making China's cross-border e-commerce in the establishment Saas The platform has more advantages —— Because in the trading process , Although marketing and customer service can be online , But if there is no front-end “ production ” And back “ Performance ”, It's just “ A piece of empty talk ”.

This is what dunhuang.com established Myyshop, Both are decentralized Saas platform , But far more than Shopify More comprehensive places .“ Link China's excellent supply chain with global private domain traffic owners ”, Wang Shutong, founder of dunhuang.com, once worked in MyyShop It was mentioned at the conference that .

Yoga teachers in the United States , Can be in MyyShop Complete the establishment of multi platform stores on , You can also choose products directly here 、 Performance . Although have “ Open a ball ” advantage , But from Chinese tradition “ And help the world ” For the cultural core of , The global trade led by China should be a win-win situation for global microenterprises and individuals .

“ It is guided by the interests of the people , Be able to follow the people's wishes ”, Digital technology connects with the global supply and marketing chain , Opened the bottom logic of this structural opportunity .

Opportunities in ecology

“ The future will be a public chain jointly built by everyone ”, Experts from e-commerce research institute mentioned in an interview . That is to say, in the future ,“ who ” Also can not “ To coerce the emperor to order the princes ”, This ecosystem will belong to everyone .

But towards the future , There is still a long way to go , To open up the global supply and marketing chain , Information 、 Material object 、 payment 、 Trust is indispensable , This ecosystem still needs “ Ferries ”, Overcome various ecological difficulties one by one .

among , The globalization construction and connection of logistics is very typical .

“ From Spain to Lithuania, it may be 30 or 40 euros , Poland to Lithuania may only need 10 euro ”, Logistics costs often account for 30%.“ However, logistics is still a problem after brexit .”

More than 200 countries and regions in the world , Customs policy 、 Logistics development stages are different . Even under a unified policy , The development of logistics in China has taken 20 years , To overcome “ scattered 、 The disorderly 、 Small 、 Bad ” The problem of . And globally , Some countries and regions are like China five years ago , Some are like twenty years ago , Its “ Get through ” You can imagine the difficulty .

In practice , In domestic JD “ Self-support ” With ALI's “ rookie ” Each has its own merits , But in the global village “ rookie ” The model seems more feasible . Dunhuang network is rapidly laying hundreds of logistics lines around the world , That is, adopt this mode .

The cross-border logistics unit of dunhuang.com is also DHLink, Its from 2014 It was clear when it was built in “ to open up ” location , By 2020 year ,DHLink Consolidated over 90 Home and 10 International logistics products .

The scale effect caused by the undertaking of trading orders with Dunhuang , So that the third-party performance cost also decreases , Many logistics customers are not Dunhuang sellers , Its “ ecology ” The power of .

In recent years ,DHLink The number of users has soared , from 2018 Year of 4900 home ,2019 Annual growth to 8600 home , To 2020 It will double again in to 16500 home . Its logistics revenue has also been growing at an average annual rate of three times , Become one of the independent plates incubated by Dunhuang network .

It is not so much that dunhuang.com has been deeply involved in microenterprises for many years B2B It provides a basis for its hatching , Might as well say , This is the result of this wave of global structured opportunities “ incubation ”.

Not only at home , A large number of small and medium-sized enterprises and individuals around the world are looking forward to entering this trade wave .“ In China alone 1 Billion self-employed , But few people catch the global trade train , What would it be like if this data were placed globally , It can be seen that the blue ocean space is large .” An industry insider interviewed said .

In the current global trade famine , Everyone is “ try ”.

With the independent station 、 Social electricity 、 The improvement of marketing scenarios such as live broadcast and delivery , A large number of “ Individual seller ” Will pour into the market . What they lack in production 、 Selected products 、 operating 、 marketing 、 logistics 、 After sales capabilities , Every item has hidden opportunities . Dunhuang network almost has layout in these links .

While announcing the upgrading of the group brand , Dunhuang group also announced the upgrading of its strategic cooperation with Google . Intelligent cross-border marketing drainage tool jointly created by both parties “ Exchange investment advertising platform ” Include Google shopping（PLA）、Smarting shopping（SSC） Including multi-channel traffic tools , as well as Facebook、Kwai、TikTok、SEO Tools, alliances and other overseas traffic channels .

Relying on Dunhuang network 18 The ability to precipitate and accumulate over the years , At this stage MyyShop A complete SaaS The ecological matrix , Including big data selection SaaS Platform prophet AI、 Social e-commerce website building platform star shift 、 Social e-commerce intelligent marketing platform is vertical and horizontal 、 Cross border logistics smart platform camel Feixia DHLink、 Social E-Commerce teaching platform star chain .

By 2022 year 6 End of month ,MyyShop The number of global online bloggers reached has broken through 166 ten thousand , Precipitated commodities exceed 400 ten thousand , The total number of short videos played exceeded 1473 Billion , The number of fans worldwide exceeds 1300 Billion . expect 3 During the year MyyShop Drive the trading volume to break through 38 Billion dollars , At the same time, the number of active online celebrities has broken through 100 ten thousand .

This mode of ecological mutual assistance , It greatly reduces the cost of trial and error , It is possible for everyone to participate . And this kind of “ I'm not afraid of lacking people and money ” Fast start , It also meets the needs of the window period , Quickly seize the mind .

Dunhuang Wang Shutong once shared a case , The epidemic has made dance teachers in Texas Meria Unable to take classes in the classroom , She had to look for a new source of income , Just started to find Amazon and Shopify, But found that it can only help her complete part of the store building and marketing , Finally, she chose a lower threshold , Providing a complete set of solutions MyyShop.

In the age of Renren , Ferries with an open mind , Will also receive the medal of history . so to speak , Structural opportunities , Opportunities are everywhere , Not just for individuals , The same is true of platforms .

Conclusion

《 Long tail theory 》 By Chris · Anderson once said “ The Internet is not so much a technological revolution , Rather, it is a social revolution .”

Thousands of years ago , Those who go to sea for trade are “ adventurer ”, When “ adventurer ” By “ Ordinary people ” replace , Behind this is a new round of structural opportunities . The wave of online Global trade 、 The black swan epidemic accelerated 、 The government's new infrastructure 、 Promote with various e-commerce platforms , Jointly completed this “ Bottom ” Infrastructure construction .

This economic transformation is caused by the collision between digital technology and the upgrading of global supply chain , Just getting started . We see , The Chinese are ahead again .

* notes ： Above, Chen Gang 、 Shen Li is an alias .