贸易摩擦逐步落地,跨境电商及物流企业积极应对行业波动美国总统签署对中国加征10%关税行政令,且取消对中国小额包裹免税政策等事件,或将对跨境电商平台及跨境物流公司运营带来挑战。我们认为可能推动中国跨境电商出口商品价格上升,跨境电商或将重新调整供应链路,建议观察相关政策之后如何演变,以及拼多多、阿里巴巴等海外电商业务的应对举措。对于跨境物流企业而言,商流决定物流,需及时跟随上游跨境电商供应链调整...
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