跨境电商谋变：产业带联盟“抱团出海”，破局中东南美市场

Core Insights - The 2025 China (Guangzhou) Cross-Border E-Commerce Fair highlights the growing trend of "collective overseas expansion" among various industries, with numerous industry alliances forming to enhance bargaining power and adapt to new sales channels [1][3][5] - Despite complex foreign trade conditions, cross-border e-commerce is seen as having long-term growth potential, particularly in emerging markets like the Middle East and South America, where demand for various products is increasing [3][4][12] Industry Trends - The fair showcased 18 advantageous industrial clusters, including beauty products from Guangzhou and home appliances from Foshan, which have formed alliances to create themed exhibition areas [1][3] - Companies like Paofu Media are leveraging their influence in social media to help Chinese brands and factories expand internationally through a model termed "overseas alliances" [4][5] - The development of cross-border e-commerce is viewed as evolving through three stages: from a seller's market to product-driven strategies, and now towards a more integrated approach combining manufacturing and sales capabilities [5][7] Market Opportunities - The beauty industry is increasingly focusing on brand awareness and international market expansion, with initiatives to help companies establish their brands overseas [7][12] - SHEIN's "500 City Industrial Belt Overseas Expansion Plan" aims to cover nearly 400 cities by mid-2025, promoting participation in cross-border e-commerce through numerous activities [8] - Emerging markets, particularly in Southeast Asia and Latin America, are becoming key areas for growth, with companies like Aiqishi targeting these regions for product penetration [11][12][14] Challenges and Adaptations - The ongoing U.S.-China tariff disputes and the potential end of the "small package exemption" policy pose challenges for cross-border e-commerce platforms like Temu and SHEIN [9][11] - Companies are increasingly focusing on enhancing product innovation and adapting to new market demands to maintain competitiveness in the face of changing trade policies [11][12] - The overall cost advantage of Chinese beauty products is becoming more pronounced, as global economic downturns highlight their value proposition compared to Western brands [12]