华立集团汪力成：跨境电商与国际产能合作双向赋能发展

This article is a compiled version of a speech delivered by Wang Licheng, Chairman of the Board of Directors of Holley Group, at the 2024 "Silk Road E-commerce Day" event. Key takeaways are as follows:

1. The global supply chain is currently undergoing deep restructuring. Unlike previous shifts driven by production factor costs, this round of restructuring is motivated primarily by supply chain security, which requires shortening supply chain distances and pushing Chinese manufacturing to shift its model from "made-in-China for the world" to "global manufacturing".

2. With 20 years of global expansion experience, Holley Group has built a network of "three large, three small" overseas industrial parks. Large parks cover 10 to 15+ square kilometers, while small parks cover 3 to 5 square kilometers, providing a low-risk development platform for Chinese companies expanding overseas.

3. Cross-border e-commerce has reshaped global consumption patterns and restructured supply chain logic. Large goods and diversified logistics demand will become the mainstream in the future, making offline warehousing and logistics irreplaceable. Cost control, operational efficiency and operational flexibility are the core priorities for Chinese companies expanding globally.

This article outlines current industry trends and development opportunities for cross-border brands. Key takeaways are as follows:

1. Consumption and industry trends: The core logic of current global supply chain restructuring has shifted to securing supply chain reliability. Brands need to locate production capacity close to target markets, shorten the distance between finished goods and end consumers, and reduce supply chain risk. The overall industry is moving from the "made-in-China for the world" model to a new "global manufacturing" development stage.

2. User and market changes: Cross-border e-commerce has reshaped global consumers' consumption concepts and patterns. The traditional bulk wholesale channel model no longer fits new market demands. Brands are required to cut intermediate links, reach consumers directly, and cover the entire supply chain from manufacturing to after-sales service.

3. Available resources: Holley Group's global network of overseas industrial parks provides overseas brands with a lower-risk development platform, with pre-built logistics networks adapted to cross-border e-commerce needs, perfectly matching brands' core requirements of cost, efficiency and flexibility for global expansion.

This article analyzes current industry transformation trends for cross-border sellers, and highlights available opportunities and resources. Key takeaways are as follows:

1. Industry transformation direction: The core driver of global supply chain restructuring has shifted from production factor costs to supply chain security. Layout of production capacity across the globe is an inevitable trend for Chinese manufacturing. Locating production close to target markets can effectively reduce various potential risks, and will become the mainstream direction going forward.

2. Market growth opportunities: While cross-border e-commerce has already reshaped domestic consumers' lifestyles, it remains an emerging sector in most overseas markets. Large goods and diversified logistics demand will gradually become the mainstream, and offline warehousing and logistics will remain irreplaceable in the long term, creating abundant market opportunities.

3. Accessible resources: Holley Group has completed its strategic layout of "three large, three small" overseas industrial parks worldwide, providing Chinese cross-border sellers with a mature, convenient and lower-risk overseas development platform, with pre-planned efficient logistics connection networks that help sellers lower the barrier to global expansion.

This article points out the direction of industrial transformation for manufacturing factories expanding overseas, and outlines business opportunities and insights for digital transformation. Key takeaways are as follows:

1. Changes in production and design demand: Global supply chain restructuring requires factories to locate production capacity close to target markets, shorten the distance between finished goods and consumer markets, and reduce supply chain risk. Production models need to adjust toward greater flexibility, with core priorities of cost control, efficiency improvement and enhanced flexibility.

2. Overseas business opportunities: Holley Group's "three large, three small" global network of overseas industrial parks has formed a mature overseas industrial platform. Open to Chinese manufacturing factories in addition to serving Holley's own businesses, the platform helps factories reduce the risk of overseas expansion, and features pre-planned logistics connection networks adapted to cross-border e-commerce needs.

3. Insights for e-commerce transformation: Cross-border e-commerce has restructured the underlying logic of the global supply chain. Factories need to connect directly to end consumers, integrate consumer demand forecasting and product design into end-to-end operations, and capture growth opportunities in emerging overseas e-commerce markets.

This article outlines industry trends, customer pain points and development directions for service providers in the cross-border e-commerce and international production capacity cooperation space. Key takeaways are as follows:

1. Industry development trends: Global supply chain restructuring is driving mutual empowerment between international production capacity cooperation and cross-border e-commerce, and the two sectors will eventually converge. Market demand for cross-border e-commerce-related infrastructure will continue to grow, offline warehousing and logistics will remain irreplaceable long term, and large goods logistics demand will become the market mainstream in the future.

2. Core customer pain points: Many Chinese manufacturing companies lack access to mature, low-risk overseas development carriers when expanding production capacity globally. They also require end-to-end supporting services covering cargo collection, cross-border logistics, customs clearance, last-mile delivery, payment settlement and after-sales service, and current market supply still falls short of demand.

3. Development directions for service providers: Service providers can build supporting services around the full cross-border e-commerce supply chain, align with enterprises' demand for international production capacity layout, build infrastructure connecting manufacturing and consumers, and match clients' core requirements for cost, efficiency and flexibility.

This article outlines new demands from global expansion-focused companies for platforms, and points out future development directions and risk mitigation strategies for platforms. Key takeaways are as follows:

1. Core market demand for platforms: Currently, many Chinese companies expanding overseas need both overseas industrial layout platforms close to target markets and logistics and trade platforms supporting full-link cross-border e-commerce services. They require platforms to meet the dual demands of production capacity layout and cross-border e-commerce operation, and provide one-stop, low-risk support for global expansion.

2. Future platform development directions: When planning and building infrastructure, platforms should not only focus on manufacturing base functions. They must also pre-plan efficient logistics connection networks adapted to cross-border e-commerce needs, prioritize the layout of irreplaceable infrastructure such as offline warehousing and logistics, and adapt to the industry trend that large goods logistics will become the mainstream in the future.

3. Risk mitigation directions: The core risk of the current global supply chain comes from uncertainty caused by excessively long supply chain distances. Platform layout should center on the core logic of shortening supply chain distances, help resident companies reduce overseas expansion risks, and align with the industry's pursuit of cost, efficiency and flexibility.

This article presents new trends, new perspectives and explorations of new business models in the field of cross-border e-commerce and international production capacity cooperation. Key takeaways are as follows:

1. New industry trends: This round of global supply chain restructuring is fundamentally different from historical manufacturing gradient transfers. Its core driver has shifted from pursuing lower production factor costs to ensuring supply chain security. This shift is pushing Chinese manufacturing to transform from the traditional "made-in-China for the world" model to an entirely new development model of "globalized Chinese manufacturing".

2. Core new perspective: Wang Licheng argues that while cross-border e-commerce and international production capacity cooperation appear to be two separate fields, they are actually complementary and mutually empowering. The two will eventually converge and integrate, and their combination will build a new industrial landscape that leverages each country's resource advantages to better serve global consumers.

3. Exploration of new business models: Through 20 years of early global expansion, Holley Group has developed an open overseas industrial park model, with a completed "three large, three small" global park network that integrates international production capacity cooperation and cross-border e-commerce infrastructure development. It represents an exploration of a new business model in the Chinese outbound enterprise services space.