Core Viewpoint - The article discusses the significant shift in China's e-commerce landscape, particularly the potential cancellation of the "return-only refund" policy, which has been a crucial consumer protection mechanism [2][3][4]. Group 1: E-commerce Policy Changes - Major e-commerce platforms such as Pinduoduo, Taobao, Douyin, Kuaishou, and JD.com are set to eliminate the "return-only refund" option, leaving refund decisions to individual merchants [3][4]. - The absence of public announcements from these platforms regarding the cancellation of the policy suggests a covert implementation of this change [4]. Group 2: Consumer Complaints and Issues - In 2024, consumer complaint organizations in China received 1.76 million complaints, a 32.62% increase from the previous year, with after-sales service issues accounting for 29.67% of complaints [6][7]. - Issues related to product quality and false advertising also contribute significantly to consumer grievances, indicating a persistent problem in the e-commerce sector [6][8]. Group 3: Implications for Consumer Rights - The removal of the "return-only refund" policy raises concerns about how consumers will protect their rights when faced with unsatisfactory products [29][30]. - The article highlights the long and arduous process consumers face when seeking refunds, often leading to frustration and abandonment of claims [10][11]. Group 4: Comparison with International Practices - In contrast, Amazon has expanded its "returnless refund" policy, which has been shown to increase brand trust by 20% and boost loyalty consumer spending by 1.7 times compared to regular consumers [26][27]. - The article suggests that U.S. retailers are not deterred by refund abuse ("sheep shearing") because they prioritize long-term consumer trust and satisfaction [27]. Group 5: Future of Consumer Protection - The article questions the effectiveness of current consumer protection mechanisms in China, suggesting that without the "return-only refund" policy, consumers may struggle to assert their rights [29][30]. - The ongoing evolution of consumer rights in China reflects a broader struggle between consumer protection and merchant interests, with potential implications for overall market trust and consumer spending [31][33].

Core Viewpoint - The "Foreign Trade Quality Products China Tour" initiative aims to facilitate the transition of foreign trade enterprises to domestic sales, focusing on key industries in ten major provinces to stabilize foreign trade and expand consumption [1] Group 1: Event Highlights - The event features a showcase of foreign trade products, with significant consumer interest noted, as exemplified by a customer in Beijing expressing enthusiasm for locally produced ceramics [1] - Sales representatives from participating companies report strong daily sales, with one company achieving an average daily sales of 1,000 yuan for its ready-to-eat rice products, which are exported to 152 countries [1] - The initiative allows companies like Newcom to promote their brands without incurring venue fees, enhancing their confidence in entering the domestic market [1] Group 2: Support Measures - Beijing's Commerce Bureau is supporting enterprises in building online marketing systems and enhancing digital operational capabilities, with financial support up to 1 million yuan [2] - Various retail chains, including Yonghui Supermarket and CR Vanguard, are opening "green channels" for foreign trade enterprises to facilitate domestic sales [2] - E-commerce platforms such as JD.com and Pinduoduo are providing financial support and dedicated sections for foreign trade products to assist in their domestic sales efforts [2] Group 3: Challenges and Solutions - Many foreign trade enterprises face challenges in adapting to the domestic market and lack operational experience, prompting e-commerce companies to offer hands-on assistance [3] - Specific examples include a Guangxi company that has shifted its product offerings to meet domestic consumer needs, with projections indicating an increase in domestic sales from 20% to 40% by 2025 [4] - Various platforms are establishing online "direct channels" for foreign trade enterprises to facilitate their transition to domestic sales, including personalized support and community building [4]

在特朗普政府掀起关税战下，美国普通民众的购物正迎来"涨价潮"，连曾经实惠的网购也变得更昂贵了。 继美国亚马逊网站近千种商品涨价后，另外两家来自中国的跨境电商平台SHEIN、拼多多旗下TEMU也已上调了部分在美商品售价。 在4月16日，华尔街见闻就注意到，TEMU、SHEIN均向美国用户发出了涨价通知，称由于最近全球贸易规则和关税的变化，运营成本有所增加，公司将从4月 25日起进行价格调整。 如今4月25日期限一过，调价政策落地，不少美国网友在社交媒体上感叹， 一夜之间购物车里的东西都变贵了。 有人发现，在SHEIN平台上一套4月24日标价为4.39美元的泳装，25日已经涨价至8.39美元，提价幅度达到91%。而在TEMU上列出的两把露台椅，24日标价 为61.72美元，到25日标价已提升至70.17美元。 不过，据华尔街见闻了解，SHEIN、TEMU平台上商品价格上涨还不是普遍现象，或许价格上涨将是一个逐步推进的过程。 除了TEMU、SHEIN外，国际电商巨头亚马逊上的卖家，早就开始了涨价的动作。 根据SmartScout数据，自4月9日以来，美国亚马逊网站上近1000种商品的价格出现明显上涨，涵盖服装、家居 ...

" 口号喊得最响的京东，可能是外贸人的第一选择，但不是最佳选 择。 " 作者丨覃倩雯 编辑丨刘伟 "外卖红黄大战，东子在道德制高点搅动风云，主要群众都站京东这边。" 最近京东每一次发声，都能精准攻下舆论高地，就连制造业保卫战中，京东第一时间公布的2000亿采购出 口转内销商品计划也抢占了舆论主动权：内销的救命稻草，卷不过拼多多，就抱紧京东。 外界议论之余，双方剑拔弩张的竞争局势似乎又被重新摆到台面上来。 打了将近一年半的价格战后，去年下半年各平台都同时回归到自己擅长的领域：抖音放弃绝对低价，淘天 回归品牌，京东靠3C家电国补"躺平"，拼多多维持低价竞争力。 然而，今年关税战加剧了国内的产能过剩，许多人担心，如果这部分过剩的产能和库存通过"出口转内 销"的形式进入国内市场，会不会又在国内电商平台中掀起一阵"腥风血雨"式的竞争？而谁又将成为这场 战争中最大的获益者？ 01 京东是外贸人的第一选择吗？ 过去几周，京东率先喊出了2000亿出口转内销采购计划，拼多多、淘宝、抖音也积极扶持外贸商家入驻， 且给到流量倾斜。 从声量上看，作为平台的京东似乎跑赢了老大和老二，这难道真的是口号喊得最响的缘故吗？业内人士李 方告诉 ...

Core Viewpoint - The article discusses the impact of recent tariff changes under the Trump administration on the pricing of goods sold by cross-border e-commerce platforms in the U.S., leading to a noticeable increase in prices for consumers [2][5]. Group 1: Price Increases on E-commerce Platforms - Amazon has seen price increases on nearly 1,000 products since April 9, with an average increase of about 30% across various categories including clothing and electronics [4]. - SHEIN and TEMU have also announced price hikes, with specific examples showing a 91% increase for a swimsuit and a 13.5% increase for patio chairs [2][3]. Group 2: Changes in U.S. Tariff Policy - The U.S. government has eliminated the exemption for low-value imports from China, which previously allowed goods valued under $800 to enter duty-free, leading to increased operational costs for companies [5][6]. - New tariffs effective May 2 will impose a 120% duty or $100 per item on packages valued under $800, increasing to $200 per item starting June 1 [5]. Group 3: Strategic Adjustments by E-commerce Platforms - TEMU and SHEIN are adapting to the changing landscape by reducing advertising expenditures in the U.S., with TEMU's ad spending down 31% and SHEIN's down 19% during a recent two-week period [7]. - To mitigate risks associated with U.S.-China trade tensions, these platforms are increasing their procurement from local suppliers and diversifying their market presence [6].

Core Viewpoint - Major e-commerce platforms in China have announced the cancellation of the "refund only" policy, which was initially aimed at protecting consumer rights but has led to significant issues for merchants [1][12][15] Group 1: Background of "Refund Only" Policy - The "refund only" policy was introduced by Pinduoduo in 2021, inspired by Amazon, primarily to address issues with perishable goods [2][4] - Initially, the policy was beneficial for both consumers and merchants, allowing for a more convenient transaction process without the need for returns [2][4] Group 2: Expansion and Impact of the Policy - The policy quickly became standard across major platforms like Taobao, JD.com, Douyin, and Kuaishou, leading to a competitive advantage for those offering it [4][5] - Pinduoduo saw a 135% increase in repurchase rates after implementing the policy, demonstrating its initial effectiveness in attracting consumers [5] Group 3: Issues Arising from the Policy - The policy has been exploited by some consumers, leading to a rise in fraudulent activities and significant losses for merchants, with some reporting losses exceeding 600,000 yuan [9][10][11] - A black market emerged, with individuals taking advantage of the policy to profit from "zero-cost purchases" [9][11] Group 4: Cancellation of the Policy - Platforms like JD.com and Taobao have begun to phase out the "refund only" policy, with JD.com starting on April 30 and Taobao planning to follow in July [1][12] - The cancellation aims to restore fairness for merchants, allowing them to negotiate refunds directly with consumers [13][15] Group 5: Future of E-commerce - The industry is expected to evolve, focusing on balancing consumer and merchant rights while improving product quality and service [15][17] - Regulatory bodies have shown interest in addressing the misuse of the "refund only" policy, indicating a shift towards more equitable practices in the e-commerce sector [15][17]

Core Insights - The "Digital Commerce + New Farmers Training" technology academy, supported by Pinduoduo, was officially launched in Dali, Yunnan, marking the first of its kind in China and a key achievement of Pinduoduo's "100 Billion Support" initiative [1][3] - The academy aims to cultivate high-quality agricultural talents through a collaborative innovation model that integrates education, technology, and business [3][7] - Pinduoduo's recent initiatives include the "2025 Duoduo Good Specialty" campaign, leveraging digital advantages to enhance agricultural product sales and support agricultural research and innovation [3][10] Group 1: Technology Academy Development - The "Digital Commerce + New Farmers Training" technology academy is a collaborative effort involving China Agricultural University, Yunnan Agricultural University, and the Dali government [1][3] - The academy has initiated a nutrient management platform project and supported multiple agricultural research topics, serving as a base for the national technology academy collaboration network [3][4] - The academy's focus is on extending support from agricultural production to sales, aiming to transform the sales landscape for high-quality agricultural products [3][6] Group 2: Nutrient Management System - The academy has developed a nutrient management system that integrates real-name fertilizer purchasing, targeted delivery, and precise fertilization monitoring to assist farmers in scientific fertilization [4][6] - A pilot program covering 100 acres has been launched, involving over 20 farmers, to test the effectiveness of the nutrient management system [4][6] - The system is expected to reduce nitrogen and phosphorus runoff into the Erhai Lake by over 30%, addressing agricultural pollution concerns [6] Group 3: Talent Development and Entrepreneurship - The academy is part of a broader initiative to cultivate agricultural talents, with plans to establish a "Huangpu Military Academy" for high-quality agricultural talent training [7][8] - Graduates like Yang Jing are leveraging their experiences to enhance agricultural product supply chains and improve market access for local farmers [8][10] - Pinduoduo's support has enabled the successful marketing of agricultural products through online platforms, significantly improving sales and brand recognition for local farmers [8][10]

Group 1 - The article discusses how domestic e-commerce platforms are helping foreign trade enterprises pivot to the domestic market in response to increased tariffs from the United States [1][5][25] - E-commerce platforms like Taobao and Tencent are implementing supportive policies to facilitate the transition of foreign trade businesses to domestic sales, including expedited onboarding processes and financial incentives [5][25][26] - The "half-managed" operation model proposed by Taobao allows foreign trade companies to focus on product development while the platform provides marketing and operational support [9][19] Group 2 - Over 20,000 foreign trade manufacturers have engaged with the "export to domestic" initiative, successfully onboarding and launching products on e-commerce platforms [14] - Companies are utilizing AI digital human technology for live streaming sales, enabling them to reach consumers effectively and continuously [19][21] - Various e-commerce platforms are offering tailored support, including zero commission for the first 180 days and traffic incentives, to help foreign trade companies establish a presence in the domestic market [22][28] Group 3 - Local governments are collaborating with e-commerce platforms to organize events and provide support for foreign trade enterprises to connect with domestic market resources [35][37] - Initiatives such as the "Foreign Trade Quality Products Online" program aim to stabilize orders and expand channels for foreign trade companies [35][41] - E-commerce platforms are also reducing operational costs and providing personalized support to help foreign trade businesses adapt to domestic consumer preferences [39][41]

投资者持续关注全球贸易格局，周五美股延续本周涨势： 美股盘前，据上海证券报，外交部发言人郭嘉昆回应称中美并未在谈判，驳斥美方混淆视听的说法。特朗普则 表示将针对不同国家设定关税，一些国家"可能会发回来要求调整，我会考虑"。受此影响，美股开盘震荡，标 普500一度较开盘下跌0.6%。 美股早盘，美国密歇根大学消费者信心公布数据，处于历史最低位附近，长期通胀预期创1991年以来最高。数 据公布后，今年美国经济放缓的预期升温，拖累美国国债收益率走低。美国10年期国债收益率保持大约3.5个 基点的跌幅，10年期美国国债收益率一度逼近4.25%。 美股尾盘，特朗普声称不太可能再批准90天的关税暂停，标普500指数涨幅收窄。道琼斯指数和小型股指数当 日表现不佳，收盘时勉强回落至持平。受科技股提振，纳斯达克指数跑赢大盘。 本周伊始市场承压，投资者普遍处于"抛售美元资产"的交易中。然而，受特朗普贸关税态度的缓和，以及他不再威 胁要罢免美联储主席鲍威尔的影响，风险偏好情绪回归。本周油价低位反弹收盘持平，比特币价格自2月份以来首次 突破 9.5万美元。避险品种黄金价格在周中创下3500美元的历史新高后，回撤至3300美元上方。 ...

Core Viewpoint - The recent executive order by President Trump to end the de minimis exemption has led to significant price increases for products from Chinese retailers Shein and Temu, affecting low-value items previously imported without tariffs [6][10]. Price Adjustments - Shein and Temu have raised prices on various products to offset the new 120% tariff, with specific examples showing a 91% increase for a bathing suit set on Shein and a 13% increase for patio chairs on Temu [2][4]. - Price fluctuations were noted, with some items, like a smart ring on Temu, being cheaper despite the overall trend of price hikes [4]. Impact of Tariffs - The end of the de minimis rule will require U.S. customs to scrutinize an additional 1 million packages daily, which may help prevent dangerous products from entering the market [7]. - Low-income Americans, who rely heavily on affordable options from Shein and Temu, will be disproportionately affected, as they spent significantly more of their income on apparel compared to wealthier households [8][9].