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【行业资讯】船东甩柜、货物积压、海外仓爆仓,美国尾端物流承压近瘫痪 [Industry information] Ship owners dump containers, overstocked goods, overseas warehouse explosion, the United States end of the logistics pressure nearly paralyzed
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【行业资讯】船东甩柜、货物积压、海外仓爆仓,美国尾端物流承压近瘫痪 [Industry information] Ship owners dump containers, overstocked goods, overseas warehouse explosion, the United States end of the logistics pressure nearly paralyzed

【摘要】:
【行业资讯】船东甩柜、货物积压、海外仓爆仓,美国尾端物流承压近瘫痪随着美国疫情持续蔓延之势,UPS和FedEx早前已相继减少提货量,部分地区甚至已经通知暂停收货。再加上海外爆仓,卖家大量备货,尾程发货的延误,已经导致仓库出货时效下降,库内货物堆积,进而引发入库上架延迟等一系列问题。 日前有卖家表示,洛杉矶FedEx最大的物流集散中心可能发生了群体感染,预计将停运一周。目前该物流中心已经积压了500
【行业资讯】船东甩柜、货物积压、海外仓爆仓,美国尾端物流承压近瘫痪
随着美国疫情持续蔓延之势,UPS和FedEx早前已相继减少提货量,部分地区甚至已经通知暂停收货。再加上海外爆仓,卖家大量备货,尾程发货的延误,已经导致仓库出货时效下降,库内货物堆积,进而引发入库上架延迟等一系列问题。
 
日前有卖家表示,洛杉矶FedEx最大的物流集散中心可能发生了群体感染,预计将停运一周。目前该物流中心已经积压了500-1000条货柜。如果停运,将一定程度影响GIGA西岸的发货业务。
自洛杉矶停止居家令之后,跨境电商卖家的发货量,迎来一个新的高峰,而对于跨境电商物流来说,似乎也看到了喘口气的希望。由于亚马逊最早限制进仓后,大量的货物,开始发往美国,囤在海外仓,这个时间,接近一个月,在海外仓即将崩溃的时候,亚马逊传来可以建仓的好消息。于是普大喜奔,卡车,快递一时间齐齐上阵,那段时间,经常看到卡车公司通宵加班出货,快递也因为瞬时的大货,也出现宕机,派送扫描时效一直不是非常理想,这种情况一直延续到现在。
亚马逊在7月中旬,终于再次宣布限制建仓,这部分主要按库存绩效分来区别对待,不像第一次一样,一刀切。虽然没有一刀切,但是卖家和物流的忧伤并没有停止。
眼下,卖家最担心的是入仓问题。由于货物积压严重,部分货物已排队一两个月等待入仓。有卖家表示,本月8号发往美国的货物,物流消息已经停更,无法确认是否派送成功;也有7号已签收,但至今仍未接收的红单。在所有仓库中,FTW1的情况看似最严重。多位卖家吐槽“断货了还没入库”,一位卖家排队近两个月货物仍未上架后直言:“FTW1有毒!7月1日的海运上架了,6月1日的快递还不知道在哪个角落呆着。”而从业内海外仓发出的仓库现场视频来看,FTW1已经被卡车围得水泄不通。
美国的经济重启,让大家都忘记了美国还是疫情非常严重的地区之一,在7月份,感染人数持续上升,单日破8万的时候,我们对于美国的担忧,不仅仅是物流的派送,更担忧的是,在如此高的失业率下, 美国人民是否还能保持比较旺盛的购买力?
海外动态盘点
1、快递方面
UPS和FEDEX,之前海派, 都会整柜直接送到快递公司收货站点,由UPS或者FEDEX卸货后,扫描上网,最后完成派送,但是现在,UPS和FEDEX已经拒绝直送,即使偶尔有人直送了,那等待他们卸货的感觉,有如忘穿秋水,一般至少等一周,他们才会卸完。
 
最让人啼笑皆非的是,最后你交到洛杉矶UPS站点的柜子,会突然消失,然后最后经过调查,有到了休斯顿的,有到了达拉斯的,基本上已经过去半个月,而对于物流上来说,一天150美金的柜租,乘以10几天,等于在仓库拆了个柜。
现在基本上都必须预约UPS或者FEDEX,而且基本上一天保证一车也已经不错了,但是对于海外仓来说,一车无异于杯水车薪, 所以最近卖家对物流渠道的寻找,达到了一个顶峰,最直接的显示就是7月16-18日的跨境电商展上,很多物流商说效果不错,咨询的人很多,也正这种情况,加剧了近期物流市场的动荡。
现在的快递的状态,基本是好一点的,在仓库等个3天,不好的,等个一周,快递提走后,再等个3-4天扫描上网,开始转运。
网上热传的,亚马逊的一些仓库拒收FEDEX的货,其实是不太准确的,正确的解读应该是FEDEX的大量的柜子积压在亚马逊的卸货平台,亚马逊缺乏足够的人手卸货,造成托架和柜子积压,只是要求FEDEX。
2、卡车方面
由于快递的摇摆,当UPS派送不动的时候,大家会选择FEDEX,然后FEDEX也瘫了的时候,大家会安排卡派,事实上,除开加州的仓库,以及比较大的一些卡车专线仓库外。
其他的仓库,快递可能还是一个比较好的选择,比如MDW系列,FTW系列,ABE系列、CLT系列,这些是卡车有直达的,货量比较集中的,但是对于那些不集中的,FBA卡车专线很少开起来的一些仓库,很多卖家如果不了解美国的卡车派送的方式,可能会掉入另外一个坑。
 
这些没有常规开起专线的卡车,如果用卡车派送只能选择传统老美的零担公司,如果通俗的理解,就是中国的德邦一样的,他们需要把货集齐,沿路一直上下货,如果你的货是去ABE8,他们会把货送到纽约的集散中心,然后再和亚马逊预约派送时间,在常规时候,这个没问题,亚马逊一般会给到4-7天内进去。
但是现在,基本上都是在3周之后,所以最近很多卖家反馈,他们的货,等了几周都进不去,很大的原因,这也是其中之一,所以很多时候,我会建议我们的卖家朋友,对于非主仓的运输,如果可以用快递,虽然会延误一周,但是比起后面等待预约时间来说,时效还是要好很多。
总体来说,洛杉矶的FBA卡车公司,基本上7*24小时干,也接不过单来,运力不可能在短期大规模扩张,最重要的是司机也比较紧缺,这也进一步加剧运力的失衡。
3、码头方面
最近很多卖家反馈,物流商反馈,柜子在码头提的很慢,提的慢的原因,90%的原因是海外仓爆仓,另外10%确实是码头的问题,比如APL的码头,很多时候需要等到LAST FREE DAY才能提,有时候夸张的时候,过了LFD(最后免堆存费日期)才提出来。
对于海外仓来说,目前大部分都已经没有足够的场地和人员来拆柜,只能让货柜在码头先放着,一直等到最后免堆期那天才去提,提到之后到仓库,还是没空间拆怎么办?
一般柜子提离码头之后,船公司会给3天的免费用箱时间,海外仓就只能把柜子先放托架上,继续利用这个免费用箱时间来等待仓库拆箱,这个带来的影响主要在以下几个方面:
时效延误比较严重,基本上都在7-10天;
托架紧缺;
船公司的空箱资源紧缺,因为大部分船公司,从国外回来,都是调空箱回来,所以最近很多国内物流商会发现,拖车去提空柜的时候,经常缺柜子或者老是产生异地提空箱的费用。
4、亚马逊仓库问题
这是令所有卖家爱恨交织的问题,现在卖家普遍反应的就是接收慢,上架速度慢。对于物流商来说,最痛苦的就是亚马逊频频更改进仓时间,最近比较过分的几个仓库,基本上以LGB8、FTW1为主,LAX9目前也有一定的影响,一位海外卡车行在群里晒出的照片,LGB8的送仓时间,直接从7月24日,推迟到9月2日!
延迟送仓,不仅仅让卖家痛苦不堪,大量的货积压在路上,占用大量资金,同时对物流上而言,海外仓也是越堆越满。
到目前为止,没有哪个海外仓或者物流会给客户一个方案---囤货到海外仓,现在的真实的情况是,洛杉矶的第三方海外仓,基本上已经爆仓或者正在爆仓的路上,纽约的稍微好点,这意味着在3月份亚马逊停止创建货件,大量的海外仓免费让客人囤一个月三个月的方案,在这次亚马逊限制建仓的情况下,已经不能再用这个替代性的方案来解决。
在6月份,美国CDC的数据预测,美国Q3/Q4的感染人数还是会迎来一个高峰,现在的美国的最新数据,也确实验证了之前预测的准确性。
物流现状应对及引发担忧
按照目前的速度,从货量来看,海运才是大头,现在面临进仓问题的柜子,基本上都还只是6月中旬从国内出发的,真正面临压力的是6月下旬到7月上旬出发的柜子,所以我们预计在8月中旬,整个尾端的物流体系将承受极大的压力,不排除更加混乱的可能。
当尾端配送迟迟不更新的时候,国内卖家等的心急,不少卖家每天都会刷新物流信息却得不到更新状态。如此下去断货是必然的。业内有货代建议鉴于目前形势停止发货,如果要发货,现在能发则尽量早发。如果停止发货,意味着在接下来,可能面临快递红单补货或者空派补货的可能性大增,成本也会增加更多。关键是快递派送时效慢,很可能花更多钱也达不到预期的目标。
当前美国的疫情加重,累计确诊病例已经超过400万。这只疫情黑天鹅如今仍有很多未知因素,不知道疫情战线会拉多长,不知道物流何时恢复?对于主做美国站的中小卖家来说,不知道有多少人能熬过去,等到雨过天晴。
(来源:船务资讯)
[Industry information] Ship owners dump containers, overstocked goods, overseas warehouse explosion, the United States end of the logistics pressure nearly paralyzed
As the epidemic continues to spread in the United States, UPS and FedEx have already reduced the volume of deliveries, and some regions have even suspended the delivery.
In addition, due to the explosion of overseas stocks, the sellers prepare a large amount of goods, and the delay of the final delivery, the delivery time of the warehouse has been reduced, and the goods in the warehouse have piled up, thus causing a series of problems such as the delay of warehousing and putting on shelves.
 
FedEx's largest logistics hub in Los Angeles is expected to be shut down for a week because of a possible cluster infection, a seller has said.
At present, the logistics center has a backlog of 500 to 1000 containers.
If the operation is suspended, it will affect the delivery business of GIGA west Coast to some extent.
Since the end of home orders in Los Angeles, cross-border e-commerce sellers have seen a new peak in shipments, and for cross-border e-commerce logistics, there seems to be hope for a break.
Since Amazon initially restricted warehousing, a large number of goods began to be sent to the United States to be stored in overseas warehouses. At this time, nearly a month later, when the overseas warehouses were about to collapse, Amazon sent the good news that warehouses could be built.
At that time, we often saw the truck company working overtime overnight, and the express company also went down due to the instantaneous bulk cargo. The delivery scanning time was not very ideal, which has been continued until now.
In mid-July, Amazon finally announced the restriction again. This part is mainly treated according to the performance of inventory. Unlike the first time, it is not one size fits all.
Although there is no one-size-fits-all, the sadness of sellers and logistics has not stopped.
Right now, the biggest concern for sellers is entry.
Due to the serious backlog of goods, some of the goods have been waiting in line for one or two months to be placed.
Some sellers said that the logistics information of the goods sent to the United States on 8th of this month has been stopped, so we cannot confirm whether the delivery has been successful.
There are also red orders that have been signed by No.7, but have not been received up to now.
Of all the warehouses, FTW1 appears to be the most severe.
Many sellers ridicule "out of stock has not put in storage", a seller queuing for nearly two months after the goods are still not on the shelf bluntly: "FTW1 toxic!
The July 1 shipping is on the shelves, and the June 1 express is still out there."
And a live video of the warehouse from overseas warehouse in the industry shows that FTW1 has been surrounded by trucks.
The U.S. economy to restart, let everyone forget the United States or one of the epidemic is very serious, in July, the number of infections continued to rise, one-day break 80000, our concern for the United States, it is not just logistics delivery, more concern is that under such a high unemployment rate, the American people can remain relatively strong purchasing power?
Overseas dynamic inventory
1. Express delivery
Before UPS and FEDEX, Shanghai style, the whole ark directly to Courier company receiving site, by UPS or FEDEX after unloading, scanned, and finally to complete delivery, but now, UPS and FEDEX has refused to sent straight, even if occasionally someone sent straight, that the feeling of waiting for their discharge, like a forget to wear autumn waters, generally at least a week, they will finish unloading.
 
Most people felt that at last you make cabinet, UPS site of Los Angeles will suddenly disappear, then finally after investigation, has arrived in Houston, has arrived in Dallas, basically have the past half a month, and for the logistics, ark rent of $150 a day, multiplied by 10 days, opening a tank equals in the warehouse.
Now basically have to make an appointment to UPS or FEDEX, and most of the day guarantee a car has been good, but for overseas warehouse, a car is a drop in the ocean, so recently sellers to find the logistics channel, reached a peak, is the most direct display on July 16 and 18, cross-border electricity trade show, said the effect is good, a lot of logistics providers consulting a lot of people, is also this kind of situation, exacerbated by recent market turmoil in the logistics.
The current state of the express delivery is basically better, waiting in the warehouse for 3 days, bad, waiting for a week, after the express delivery, and then waiting for 3-4 days to scan the Internet, start the transfer.
It is widely spread on the Internet that some warehouses of Amazon refuse FEDEX's goods, which is actually not accurate. The correct interpretation should be that a large number of FEDEX cabinets are overstocked on Amazon's unloading platform, and Amazon lacks sufficient manpower to unload, resulting in overstocking of brackets and cabinets, which only requires FEDEX.
2. Trucks
Because of the swing, when UPS doesn't deliver, you pick FEDEX, and then when FEDEX collapses, you arrange the card pie, in fact, except for the warehouses in California, and some of the larger truck line warehouses.
Other warehouse, delivery may be a better choice, such as MDW series, series of FTW, ABE, cli, are these trucks have direct, cargo relatively concentrated, but for those who are not concentrated, FBA truck line seldom open up some of the warehouse, many sellers if you don't understand the American way of truck delivery, may fall into another hole.
 
These are not regular members of the special line of trucks, if use LCL truck delivery can only choose the traditional old beauty company, if a common understanding, is China's gravels, they need to have the goods collected, has been up and down along the way, if your cargo is to ABE8, they will have the goods sent to the distribution center in New York, and then make an appointment to send time, amazon at regular time, this is no problem, amazon would give to go in 4 to 7 days.
Now, however, are basically after 3 weeks, so many sellers feedback recently, their cargo, such as have no access to a few weeks, a lot of reasons, it is also one of them, so most of the time, I would suggest we sellers friends, for the main storehouse of the transport, if can use express delivery, although be delayed a week, but behind than waiting for appointments, aging or is much better.
Generally speaking, THE FBA truck company in Los Angeles, which works 24 hours a day, is unable to meet the demand. Therefore, the capacity cannot be expanded significantly in the short term. Most importantly, there is a shortage of drivers, which further aggravates the imbalance of the capacity.
3. Docks
Feedback many sellers feedback recently, logistics providers, the cabinet of the dock is slow, the cause of the slow, 90% of the reason is that overseas warehouse blasting warehouse, the other 10% is indeed a problem of wharf, such as APL pier, a lot of the time need to wait until the LAST FREE DAY to mention, sometimes exaggerated, a LFD (the LAST date of FREE storage charge).
For overseas warehouses, most of them have not enough space and personnel to dismantle the cabinets, so they can only put the containers on the dock first and only bring them up on the day of the last no-heap period. After that, what if they come to the warehouse or have no space to dismantle them?
Generally, after the containers are lifted off the dock, the shipping company will give 3 days for free use of the containers, so the overseas warehouse can only put the containers on the brackets first, and continue to use the free use of the containers to wait for the warehouse to unpack the containers. The impact of this is mainly in the following aspects:
The delay of prescription is quite serious, which is usually within 7-10 days.
Bracket shortage;
The shipping company's empty container resource shortage, because most shipping companies, from abroad back, are empty containers back, so recently many domestic logistics chamber of commerce found that when the trailer to pick up empty containers, often lack of cabinets or always produce the cost of carrying empty containers in different places.
4. Amazon warehouse problem
It's a love-hate problem for all sellers, and now sellers are generally reacting to slow reception and slow delivery.
For logistics companies, the most painful thing is that Amazon has frequently improved the warehouse time. Recently, several warehouses are more excessive, basically LGB8 and FTW1 are the main ones. LAX9 has some influence at present, a picture posted by an overseas truck dealer in the group shows that the warehouse time of LGB8 is directly postponed from July 24th to September 2nd!
Late delivery is not only a pain for sellers, but also a huge backlog of goods on the way, which takes up a lot of capital. In terms of logistics, overseas warehouses are also becoming more and more crowded.
So far, no overseas warehouse or logistics will give the customer a solution - up goods to overseas warehouse, now the truth is, Los Angeles, a third party overseas warehouse, basically have warehouse or are in the blasting warehouse on the way, in New York a little better, this means that amazon stop create goods in March, a large number of overseas warehouse free let guests up a month, three months to take positions in the amazon limit, can no longer use this alternative solution to solve.
In June, the CDC predicted a peak in the number of cases of Q3/Q4 in the United States, and the latest data for the United States confirm that prediction.
Logistics situation response and cause concern
At its current rate, from the point of cargo, by sea is the big head, now face the problem of the cabinet into the storehouse, basically all is in the middle of June, from domestic real pressure is starting in late June to early July in the cabinet, so we expect in the middle of August, the end of the logistics system will be under tremendous pressure, not rule out the possibility of more chaos.
When the end of the distribution has not been updated, domestic sellers and so on are impatient, many sellers will refresh the logistics information every day but can not be updated status.
It is inevitable to run out of goods in this way.
Forwarders in the industry suggested that in view of the current situation to stop shipping, if you want to ship, now can be shipped as early as possible.
If the shipment is stopped, it means that in the future, the possibility of red order replenishment or empty replenishment may increase greatly, and the cost will also increase even more.
The point is that delivery is slow, and it is likely to cost more and fall short of expectations.
The current outbreak in the United States is worsening, with more than 4 million confirmed cases.
There are still many unknown factors for this black swan. We do not know how long the battle line will be stretched and when the logistics will resume.
For the small and medium-sized sellers who are mainly in the US, I don't know how many people will be able to survive until the rain clears up.
(Source: Shipping Information)