跨境电商新棋局：年出口突破2万亿元

Group 1 - The core viewpoint of the article highlights the significant growth of China's cross-border e-commerce, with a projected import and export scale of approximately 2.71 trillion yuan in 2024, marking a 14% year-on-year increase, which is 9 percentage points higher than the overall trade growth rate [1] - The export scale is expected to exceed 2 trillion yuan, reaching 2.15 trillion yuan, a growth of 16.9% compared to 2023, while imports are projected at approximately 555.25 billion yuan, a 4.1% increase [1] - The trend indicates a shift towards high-value products and brand-oriented strategies in cross-border e-commerce, moving away from the traditional focus on low-value items [1][2] Group 2 - In the first five months of 2025, China's total import and export value is reported at 17.94 trillion yuan, reflecting a 2.5% year-on-year growth, with a stable growth trend in foreign trade [4] - Despite challenges such as the end of the U.S. small-value tax exemption and the implementation of "reciprocal tariffs," companies are adapting through diversified market strategies and multi-regional layouts [4][5] - The major export destinations for cross-border e-commerce in 2024 include the U.S. (36.2%), the U.K. (11.7%), and Germany (5.7%), while the main import sources are the U.S. (15.8%), Japan (10.5%), and Germany (9.8%) [4] Group 3 - The development of overseas warehouse services is becoming a popular shipping model, allowing merchants to pre-ship goods to local warehouses for direct delivery to customers, thus mitigating the impact of fluctuating tariffs [6][7] - The overseas warehouse model is noted to reduce shipping costs and improve customer experience, although it requires higher upfront capital for inventory [7] - Companies are optimistic about the future of cross-border e-commerce, with many expecting stable or growing import and export volumes in 2025, despite ongoing tariff uncertainties [9][10]