Temu 称霸墨西哥电商，欧亚新航线开通，菜鸟携手卡塔尔航空

Core Insights - Temu has emerged as a strong competitor in the Mexican e-commerce market, surpassing Mercado Libre and Amazon in traffic share, indicating a significant shift in market dynamics [1][4] - The opening of a new air logistics route from Haikou to Cyprus and Rome enhances the international logistics network, positioning Haikou as a key logistics hub [3][4] - The strategic partnership between Cainiao and Qatar Airways aims to upgrade cross-border logistics services, improving delivery efficiency and customer experience [3][4] Temu's Market Expansion - Temu achieved a traffic share of 15.98% in the Mexican e-commerce market in Q2 2023, surpassing Mercado Libre (15.16%) and Amazon (14.7%) [1] - The platform's global GMV reached approximately $35 billion in the first half of 2025, reflecting a 50% year-on-year growth despite challenges [2] - In Brazil, Temu's platform visits reached 409.7 million in July, a 70% increase, leading the market with a 13.4% traffic share [2] New Air Logistics Route - The new air route from Haikou to Cyprus and Rome, operated by Cyprus Eurasia Airlines, marks a significant addition to the international logistics network [3] - The route will operate weekly, primarily transporting cross-border e-commerce goods, enhancing trade connections between Europe and Asia [3] - Haikou Meilan International Airport has handled approximately 16,000 tons of international cargo this year, with cross-border e-commerce goods accounting for 6,932 tons [3] Cainiao and Qatar Airways Partnership - Cainiao and Qatar Airways have announced a long-term strategic partnership to enhance cross-border logistics services [3] - The collaboration will double the frequency of cargo flights from China to Europe, improving capacity and reliability [3] - This partnership aims to provide better shipping options for cross-border e-commerce platforms, enhancing the overall customer shopping experience [3]