2025TikTok shop新市场洞察报告

Group 1 - TikTok e-commerce is emerging as a new engine for cross-border trade, particularly in Mexico, Spain, and Malaysia, driven by a "content + interest" model [1] - The global e-commerce market is projected to reach $18.77 trillion in 2024, with Mexico leading in e-commerce retail growth at 25.1% [1][7] - TikTok's global user base has surpassed 2.05 billion, with an average daily usage time of 95 minutes, providing a solid foundation for e-commerce development [1][10] Group 2 - Mexico's TikTok Shop launched in January 2025, showing rapid sales growth in beauty, electronics, and health categories, despite competition from local platforms [1][30] - Spain's TikTok Shop is expected to launch by the end of 2024, with early indicators showing a doubling of sales in key categories [1][31] - Malaysia's e-commerce market is projected to reach $12.26 billion by 2025, with TikTok users exceeding 19 million, focusing on beauty and fashion categories [1][31] Group 3 - The global e-commerce market is experiencing rapid expansion, particularly in emerging markets like Southeast Asia and Latin America, with a compound annual growth rate (CAGR) of 14.9% from 2024 to 2034 [7] - TikTok's user demographics show a strong presence among younger audiences, with 69.4% of users aged 18-34, making it a key target for e-commerce initiatives [15][19] Group 4 - TikTok Shop's total gross merchandise volume (GMV) is expected to exceed $30 billion in 2024, reflecting significant growth across various markets [26][27] - The platform's content ecosystem, including live streaming, is driving engagement and sales, particularly among younger consumers [34]