Cross-border e-commerce parcels have become a force that cannot be ignored in the international logistics market. Taking advantage of the rising demand for e-commerce logistics, major cross-border logistics companies are continuing to develop rapidly. However, the three traditional international express giants DHL, UPS, and FedEX are facing new challenges brought about by the new model and new demand of e-commerce.
E-commerce platforms only want to use the aircraft capacity resources of international express giants and the last-mile delivery network. Each of the three major international express giants has hundreds of all-cargo aircraft capacity, and can be said to be the largest all-cargo aircraft operator in the world.
The current embarrassing situation is that these self-sustaining all-cargo aircraft capacity may only be able to provide customized point-to-point trunk transportation services for e-commerce platforms in the future. E-commerce platforms do not need to go to the hubs of international express giants for distribution, resulting in reduced hub utilization, and the distribution effect of the entire global hub-and-spoke network of all-cargo aircraft is further weakened.
E-commerce platforms implement pre-sorting of packages and multi-port injection. They do not need the multi-level distribution network system of international express giants. The multi-level distribution network system of international express giants has been dismembered. E-commerce platforms only want to use the last-mile delivery service capabilities of international express giants in local areas or cities, which has greatly reduced the value of the network synergy effect of international express companies. To put it bluntly, e-commerce logistics delivery will be more of a regional fulfillment of same-city delivery needs.