Industry Overview - The U.S. will suspend tax exemptions on imported packages valued at $800 or less starting August 29, leading to several European postal operators halting package services to the U.S., creating uncertainty in global postal cooperation [1] - In the first seven months of 2025, China's trade with Shanghai Cooperation Organization member countries reached 2.11 trillion yuan, a year-on-year increase of 3%, marking a historical high for the same period [2] - Shenzhen's total import and export volume for the first seven months of 2025 was 2.58 trillion yuan, remaining stable compared to the previous year, with exports at 1.56 trillion yuan and imports at 1.02 trillion yuan [3] Company Developments - Meituan's international food delivery brand Keeta has officially launched in Doha, Qatar, with plans to expand into more Gulf Cooperation Council countries and Brazil in the coming months [3] - Lenovo announced the establishment of a regional headquarters in Riyadh, Saudi Arabia, and is set to begin production at a new manufacturing facility in 2026 [4] - Transsion ranked first in the African smartphone market with 9.7 million units shipped, holding a 51% market share, and second in Southeast Asia with 4.5 million units shipped, representing an 18% market share [5] - AliExpress launched a new marketing AI Agent to help merchants quickly sell new products, resulting in a doubling of new products achieving sales within seven days since July [6] - Amazon launched a project to accelerate the development of local service systems and brand innovation in four provinces in Central China [7] - Cha Bai Dao announced the opening of its first North American store in New York, following its expansion into Singapore and France earlier this year [8] - Great Wall Motors' factory in Brazil has officially commenced production, with an annual capacity of 50,000 vehicles [9] - NIO plans to enter Singapore, Uzbekistan, and Costa Rica markets between 2025 and 2026, marking its first right-hand drive model launch in Singapore [9] - BYD announced plans to build an assembly plant in Malaysia, expected to start production in 2026, alongside the opening of its 43rd store in the country [10] - Pop Mart reported a revenue of 13.88 billion yuan in the first half of the year, a 204.4% increase year-on-year, and plans to expand its overseas store count to over 200 by the end of the year [10] - Miniso's overseas revenue increased by 28.6% year-on-year, contributing to a total revenue of 93.93 billion yuan in the first half of 2025 [11] - Aoki Co. expects a 50% to 62% decline in net profit for the first half of 2025 due to increased costs from tariff policy adjustments and logistics [12] - Muyuan Foods has established an overseas business team to explore international markets, aiming to replicate its domestic success in high-growth potential regions [13]
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