顺丰快递试水中国马来西亚跨境电子商务贸易

顺丰快递试水中国马来西亚跨境电子商务贸易

Earlier this week , SF Express announced it had joined the “Malaysia-China cross-border e-commerce sharing platform” as an official partner. After similar bi-lateral initiatives were criticized for favoring Chinese exports to Malaysia, the new sharing platform appears to be the first that aims to help Malaysian SMEs boost exports to China.

本周早些时候,顺丰快递宣布已作为官方合作伙伴加入“马中跨境电商共享平台”。在类似的双边举措因有利于中国对马来西亚的出口而受到批评后,新的共享平台似乎是第一个旨在帮助马来西亚中小企业促进对中国出口的平台。

While increased trade flows between the two countries can be expected, opinions vary regarding the resulting impact on airfreight volumes. Since cross-border e-commerce is often touted as the vanguard to air freight demand growth, Malaysia is a market to watch as such programs boost trade of this type.

虽然两国之间的贸易流量有望增加,但人们对由此对空运量产生的影响看法不一。由于跨境电子商务经常被吹捧为航空货运需求增长的先锋,马来西亚是一个值得关注的市场,因为此类项目促进了此类贸易。

顺丰快递试水中国马来西亚跨境电子商务贸易

But what exactly is a cross-border e-commerce sharing platform? It starts with the recognition that foreign SMEs encounter difficulties when trying to sell goods to the Chinese market through online channels. Common pain points include customs clearance, taxation, and language barriers to name a few. The Malaysia-China “sharing platform” links together regional e-commerce players to enable local merchants to sell globally.

但跨境电子商务共享平台究竟是什么?首先,人们认识到,外国中小企业在试图通过在线渠道向中国市场销售商品时遇到困难。常见的痛点包括通关、税收和语言障碍等等。马来西亚-中国“共享平台”将地区电子商务参与者联系在一起,使当地商家能够在全球销售。

Apart from SF Express, the group’s official partners include the Industrial and Commercial Bank of China (ICBC), which hosts its own e-commerce portal, as well as Malaysian e-tailer Home Deal, and the eBusiness Association of Malaysia. In practice, this means that a Chinese e-tailer can serve as a proxy for goods listed on a Malaysian e-tailer’s website, or vice-versa, preventing SMEs from having to figure out how to navigate foreign e-commerce platforms. SF Express in turn, takes care of the cross-border logistics.

除顺丰快递外,该集团的官方合作伙伴还包括中国工商银行(ICBC),该银行拥有自己的电子商务门户网站,以及马来西亚电商零售商Home Deal和马来西亚电子商务协会。在实践中,这意味着中国电商可以作为马来西亚电商网站上列出的商品的代理,反之亦然,从而防止中小企业必须弄清楚如何导航外国电商平台。顺丰快递则负责跨境物流。

顺丰快递试水中国马来西亚跨境电子商务贸易

“E-commerce merchants in Malaysia can start an online business on Home Deal, a local e-commerce platform, and then select premium products to sell in China via ICBC’s e-commerce platform. SF Global Express (M) Sdn Bhd is the designated logistics partner of the Malaysia-China Cross Border E-Commerce Sharing Platform, providing integrated logistics solutions to merchants on the platform,” SF Express explained in a release.

“马来西亚的电商可以在本地电商平台Home Deal上开展在线业务,然后通过工行的电商平台选择优质产品在中国销售。SF Global Express(M)Sdn Bhd是马中跨境电子商务共享平台的指定物流合作伙伴,为平台上的商户提供综合物流解决方案,”顺丰快递在一份声明中解释道。

顺丰快递试水中国马来西亚跨境电子商务贸易

SF Airlines operates five 767Fs, and more are on the way. Will the Malaysia-China cross-border e-commerce initiatives create enough demand for air cargo for SF to launch scheduled freighter service to Malaysia’s Kuala Lumpur International Airport?

旧金山航空公司运营着五架767F客机,更多的航班正在准备中。马来西亚-中国跨境电子商务举措是否会为顺丰航空创造足够的航空货运需求,以启动马来西亚吉隆坡国际机场的定期货运服务?

We note, however, that SF Express’ airline affiliate, SF Airlines, does not currently operate any freighter flights between China and Kuala Lumpur. Wuhan-based Uni-top Airlines, does, however, operate scheduled freighter flights between SF’s main hub in Shenzhen, and Kuala Lumpur, and likely cooperates with SF to some extent. Looking ahead, Cargo Facts would not be surprised if SF Airlines begins calling at KUL in the near future.

然而,我们注意到,顺丰快递的航空公司附属公司顺丰航空目前没有运营中国和吉隆坡之间的任何货运航班。然而,总部位于武汉的Uni top Airlines确实在旧金山的主要枢纽深圳和吉隆坡之间运营定期货运航班,并可能在一定程度上与旧金山合作。展望未来,如果顺丰航空公司在不久的将来开始在库尔停靠,货运事实将不会令人惊讶。

As previously mentioned, the sharing platform is not the first major China-Malaysia cross-border e-commerce initiative. In March 2017, Malaysia launched the “Digital Free Trade Zone” (DFTZ) led by the Malaysian Government, and Alibaba founder, Jack Ma. The DFTZ, which includes both physical and virtual zones, envisions Malaysia becoming a regional hub for cross-border e-commerce fulfillment.

如前所述,共享平台并不是中马跨境电商的第一个重大举措。2017年3月,马来西亚启动了由马来西亚政府和阿里巴巴创始人马云领导的“数字自由贸易区”(DFTZ)。DFTZ包括物理区和虚拟区,预计马来西亚将成为跨境电子商务实现的区域中心。

顺丰快递试水中国马来西亚跨境电子商务贸易

Once again, the future impact on air cargo volumes is hard to quantify. David Su, Chairman of YTO Cargo Airlines, an Alibaba-affiliate, is one who believes that Malaysia could become a major gateway for regional air cargo flows. Su recently told Cargo Facts , “Cross-border e-commerce will be the key driving power of air cargo in China, both domestic and international. In the future, you will be able to buy anything from anywhere and pay via Alipay. This is why Malaysia is making the right choice. Maybe Kuala Lumpur will be the e-commerce center of SE Asia, and then the financial center because money flows through. They will certainly become the transportation center because that’s where carriers will fly.”

再一次,未来对航空货运量的影响很难量化。阿里巴巴子公司YTO Cargo Airlines的董事长苏大卫(David Su)认为,马来西亚可能成为地区航空货运的主要门户。苏最近告诉货运事实, “跨境电子商务将是中国国内和国际航空货运的主要驱动力。未来,你将能够从任何地方购买任何东西,并通过支付宝支付。这就是为什么马来西亚做出了正确的选择。也许吉隆坡将成为东南亚的电子商务中心,然后是金融中心,因为钱流经。他们肯定会成为运输中心,因为航空公司将在那里飞行。”

By Charles Kauffman

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