(电子商务研究中心讯)![](http://img1.toocle.com/uppic/a/2015/08/19/4e/a1/4ea14d27a1704e9ca27d197cda0c6831-354131.jpg)
前言:
我国跨境电商产业发展速度非常快,短短1年产业链的逻辑和趋势发生了较大变化,可以判断跨境电商的趋势是不可逆的。国家虽大力扶持出口,但我们看到的是进口B2C细分市场(海淘)却以更快的速度在增长。有投资人担心当行邮税趋同于一般贸易税率的时候,海淘市场就会大幅萎缩,其实这个观点是片面的。
税收只是跨境B2C进口的优势之一,更重要的是它的SKU和扁平化渠道会加速传统B2B贸易的去环节化,B2C市场衍生出的碎片化配套物流未来5年将有2000亿的增量,传统物流已急不可耐,剩下的就是如何整合优势参与其中。
这份报告(本人的第三份深度)将从一个大框架下描述跨境电商产业链、配套物流市场以及相关标的的投资价值。
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(来源:安信证券;编选:中国电子商务研究中心)
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