CITIC Construction Investment released a research report saying that cross-border e-commerce logistics is undergoing a profound transformation from “cross-border” to “localization.” The overseas warehouse model is expected to overtake direct mail for the first time in 2026 and become mainstream. Its driving force is mainly due to the impact of the new European and American tariff policies on the cost effectiveness of direct mail, which forces platforms and sellers to adopt localized fulfillment. Furthermore, there is a structural gap in US last-end delivery due to the strategic retreat of traditional giants, and it has become a core competitive barrier for cross-border e-commerce logistics. In the future, single-link logistics providers will face pressure, and end-to-end integrators with the full chain capability of “China Direct Mail+Overseas Warehouse+Local Terminal” will eventually win.

Disclaimer:Webull uses external vendor Google Translation Service for news translations where we endeavour to ensure these are correct, however, we recommend that you please double-check this information accordingly. Webull is not responsible for translation errors or issues.