Taobao, jd.com, and pdd holdings are rushing into the Hong Kong market, with free shipping services as a breakthrough point.|Going Global Insights
①Some analysts pointed out that the e-commerce penetration rate in the Hong Kong and Macao region is lower than that in the mainland, so there is still room for incremental growth. ②The landing issues of logistics in the Hong Kong and Macao market mainly involve multiple aspects such as goods transit, local logistics distribution labor costs, and network layout costs.
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①For a long time, in the delivery of commodities with high requirements for timeliness and quality, SF Express is the first choice for Taobao merchants. Alibaba and jd.com's dismantling action, after jd.com's logistics system joins Taobao, it will face challenges; ②In the eyes of industry insiders, the ultimate service capability of the logistics industry is the key factor determining success or failure. From the perspective of interoperability, the stickiness and stability of service are particularly important.