【环球财经】巴西消费者海外网购创纪录 总额达150亿雷亚尔

Core Insights - In 2024, Brazilian consumers' international online shopping through digital applications reached a record total of 15 billion reais (approximately 2.73 billion USD) [1] - The total number of international orders delivered via postal channels in Brazil was 190 million, slightly down from the record 210 million in 2023, but the overall transaction amount continued to grow due to factors like exchange rate changes [1] - The average exchange rate of the USD to BRL increased by about 8% in 2024, from 4.99 to 5.39 reais, which was a major reason for the rise in total transaction amounts [1] Policy Changes - The Brazilian government implemented the "Compliance Package Program" in 2023, which adjusted tax policies for cross-border e-commerce, imposing a 20% import tax on packages valued under 50 USD and a 60% tax on those over 50 USD, with a 20 USD deduction [1] - In mid-2024, the government adjusted the policy to allow e-commerce platforms under the compliance program to sell low-priced goods tax-free, while retaining state taxes, which reduced actual shopping costs for consumers and stimulated the recovery of international small orders [2] E-commerce Growth - The rapid development of cross-border e-commerce platforms in Brazil has significantly contributed to the record online shopping amounts, with increased consumer activity on platforms like Temu, AliExpress, Shein, and Shopee [2] - The advantages of competitive pricing, multilingual interfaces, local payment methods, and faster logistics services have driven consumer engagement on these platforms [2] Logistics Support - Chinese logistics companies, including Anjun Logistics, are actively establishing local logistics networks in Brazil, enhancing the efficiency of customs clearance and last-mile delivery [2] - Anjun Logistics has set up a 25,000 square meter customs supervision warehouse at São Paulo's Guarulhos Airport and established distribution centers in São Paulo, Rio de Janeiro, and Minas Gerais, optimizing the "overseas warehouse + local delivery" model [2] Market Dynamics - Chinese e-commerce platforms dominate the cross-border e-commerce market in Brazil, particularly in the small, high-frequency goods segment [3] - The interplay of exchange rate fluctuations, policy adjustments, localized operations of cross-border platforms, and support from Chinese logistics companies has driven sustained activity in Brazil's overseas online shopping market, indicating a deep-seated change in Brazilian consumer behavior [3]