Hua Xia Shi Bao·2025-05-02 02:47Core Viewpoint - The cross-border e-commerce sector is gaining attention due to fluctuating international tariffs and inflation pressures, with recent government approvals for comprehensive pilot zones in various cities boosting the market [3][4]. Investment Opportunities - The cross-border e-commerce industry is experiencing volatility due to U.S. tariff policies, prompting institutional investors to focus on overseas warehouse operations, which offer logistical and tax advantages [5]. - Companies like Lege Co., Ltd. are increasingly investing in overseas warehouse operations, with projected revenue from this segment reaching 2.423 billion yuan in 2024, accounting for 42.73% of total revenue [5]. - China National Freight Forwarding has established approximately 400,000 square meters of self-owned warehouses in Southeast Asia and the Middle East, enhancing its global logistics services [5]. - The global B2C e-commerce market is expected to see significant growth in categories such as furniture, clothing, and consumer electronics, driven by rising disposable incomes and online shopping convenience [6]. Stock Movements - The cross-border e-commerce sector includes 139 constituent stocks, with notable volatility observed in companies like Tianyuan Co., Ltd., which experienced a six-day price surge followed by a three-day decline [7]. - Tianyuan Co., Ltd. reported foreign sales of 199 million yuan in 2024, representing 17.29% of total revenue, focusing on enhancing its international marketing through social media [7]. - Xunxing Co., Ltd. achieved a 60.19% year-on-year increase in online sales through third-party platforms, contributing 96.81% to its total e-commerce revenue [8]. - Ningbo United's revenue remained stable at 1.787 billion yuan in 2024, but its net profit decreased by 23.56%, indicating challenges in its business segments [9]. - Dongbei Group reported a 5.74% increase in total revenue to 6.243 billion yuan in 2024, with foreign sales accounting for 29.98% of its main business revenue [10]. - Sanmu Group's revenue fell by 24.66% to 10.481 billion yuan in 2024, with a net loss of 531 million yuan, reflecting a significant decline in performance [10].