The Seller Enters the Leave Mode in Advance! Major Adjustment of Epidemic Prevention Policy

The Seller Enters the Leave Mode in Advance! Major Adjustment of Epidemic Prevention Policy

China's COVID-19 epidemic prevention policy has undergone major adjustments. According to CCTV News, on December 26, the National Health Commission announced that novel coronavirus pneumonia was renamed novel coronavirus infection.

With the approval of the State Council, as of January 8, 2023, the measures for the prevention and control of Class A infectious diseases stipulated in the Law of the People's Republic of China on the Prevention and Control of Infectious Diseases against novel coronavirus infection will be lifted; The novel coronavirus infection is no longer included in the quarantine infectious disease management under the Frontier Health and Quarantine Law of the People's Republic of China.

In addition, on the 27th, the Interim Measures for Chinese and Foreign Personnel Exchanges was released, adding optimization measures for international passenger flights: increasing the number of flights in stages and optimizing the distribution of routes; Simplify airport inbound flight handling process and improve airport operation efficiency; We will orderly resume outbound tourism for Chinese citizens. No nucleic acid testing will be carried out for all the entry personnel. Those who have normal health declaration and no abnormality in the customs port routine quarantine can be released to the public. The notice also proposed to cancel the "Five Ones", "One Country, One Policy", passenger load rate restrictions and other international passenger flight number control measures, increase the number of flights in stages, and optimize the route distribution.

This means that we are about to say goodbye to the scenes of "all staff nucleic acid", "high-risk area", "tight connection", "isolation" and so on in the past three years, and the flow of people, logistics, goods and capital will be reactivated! Following the upsurge of overseas order grabbing, the cross-border e-commerce industry will usher in a new turning point in 2023.

At the same time, many sellers have entered the leave mode in advance, waiting for infected employees to recover as soon as possible.

01. Home rest and office work before the year

Home office has been a common thing in the past three years. Recently, a large number of cross-border e-commerce practitioners are working at home.

After the release of the "New Ten Rules" for epidemic prevention, due to the increase of personnel mobility, the number of infected people in various regions has a rising trend, and some regions have approached or even reached the peak. "Xiaoyang people" have emerged in cross-border e-commerce enterprises. It will have a certain impact on the operation of cross-border e-commerce enterprises in the short term.

Zhou Xiao, an entrepreneur of cross-border e-commerce in Shenzhen, told Hugo that at present, all employees work at home, and he himself is also in the status of "little yang person". Due to some preparations made in advance, especially in office equipment, medicine, inventory, goods preparation, and previous experience in home office, the overall operation is relatively stable.

But in terms of efficiency, home office is usually lower than in the company. "Those who have really experienced the previous closure will understand that the efficiency and enthusiasm of home office work are completely different, and the efficiency at home is about a quarter of the usual. With the anxiety of not going out and all kinds of trivia, the efficiency will be lower." A seller pointed out. However, compared with other industries, many jobs can be completed online, so they will still pay as usual.

02. The problem of goods shortage may be alleviated, and the gross profit rate is expected to continue to rise

The problem of overstocking exists more or less in every cross-border seller. The selection direction, product quality, logistics and transportation may cause overstock.

According to Hugo's survey data, in terms of total inventory surplus, 74% of sellers said that their total inventory surplus in 2021 was higher than that in the same period of 2020, and 24% of sellers' total inventory surplus increased by more than 50% over the same period of 2020. In addition, 60% of the sellers said that the inventory turnover rate had declined. In 2022, 60% of the sellers said that their total inventory surplus was higher than the same period in 2021.

This means that the inventory overstock problem of Amazon sellers in the past two years is very serious. Although it will be eased in 2022, there is still no significant improvement on the whole. However, in 2023, this situation may be greatly alleviated, especially in the second half of the year.

An Amazon seller said that in the future, a whole piece of goods would not be sealed, and the domestic goods supply was fully adequate. In addition, after the release, employees will not be working at home for a long time, and it is also a good thing not to consider that suppliers cannot deliver incoming goods, so they do not have to hold too many goods in advance. You can continue to move quickly in and out of Meisen, without inventory. However, he also pointed out that on the supply side, Amazon sellers will be quite well prepared next year, and the fight will be as strong as ever.

From the perspective of logistics, the improvement of stability and the continuous decline of price will help sellers to digest inventory and improve gross profit margin. The weekly report on China's export container transport market released by the Shanghai Shipping Exchange on December 24 shows that freight rates on most routes are falling, but the decline is small, and the composite index is slightly lower. On December 23, the comprehensive freight index of Shanghai export containers released by the Shanghai Shipping Exchange was 1107.09, down 1.4% from the previous period.

Shenzhen Daimai Huakai Yibai recently disclosed that compared with the same period in 2021, the ocean freight in 2022 has decreased by 60-80%, the proportion of the company's freight in the net sales revenue has decreased by 2% - 3%, and the gross profit margin has been greatly improved. It is expected that the freight will continue to decline in 2023.

03. Offline exhibitions or accelerated recovery

After the adjustment of epidemic prevention policies, the recovery of the exhibition industry also has a great impact on the cross-border e-commerce industry.

Taking the Canton Fair as an example, the data shows that in 2020, affected by the epidemic, 112 exhibitions in Guangzhou were postponed or cancelled, involving an exhibition area of about 5 million square meters; In that year, 575 exhibitions were held in Guangzhou's key venues, with a total exhibition area of 4.71 million square meters, down 16.67% and 54% respectively year on year.

Until 2022, due to repeated outbreaks in China, the Canton Fair will still be held online. Although the form of cloud exhibition is novel and creative, and the number of exhibitors and booth space are not limited, it lacks offline experience after all, and the negotiation effect is difficult to consider.