In today’s briefing:
- [Blue Lotus Logistics Sector Update]: Overseas E-Commerce Brews New Logistics Players
[Blue Lotus Logistics Sector Update]: Overseas E-Commerce Brews New Logistics Players
- Ex-China e-commerce conducted by Chinese e-commerce platform will rise from 2022 GMV of US$ 61bn to US$ 297bn in 2025, with Pinduoduo, Alibaba, SHEIN and TikTok leading the charge.
- These companies, however, are incubating their own last mile partners. The political uncertainty of Chinese e-commerce overseas is hindering development of the industry;
- We see J&T as the main beneficiary of Chinese e-commerce overseas, which must eventually undergo an infrastructure upgrade…
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