Emerging Markets Dynamics - Russia plans to launch a digital ruble roadmap with a large-scale rollout set for September 1, 2026, and initial pilot projects starting on October 1, 2025 [1] - The UAE's new economic cluster policy aims to enhance industrial competitiveness and expand global market access, contributing over 30 billion dirhams annually to GDP and increasing foreign trade by 15 billion dirhams over the next seven years [1] Financial Cooperation - Brazil and China are accelerating the use of local currencies in bilateral trade and financial investments, with a focus on reducing transaction costs and currency risks, and have approved $2.8 billion for environmental projects [2] - Brazil's government is investing 3.4 million reais to promote e-commerce development in regions outside the southeast, with a projected annual growth rate exceeding 10% by 2029 [2] Tax Incentives - Laos has implemented a VAT exemption policy for certain export goods, including minerals and electricity, to attract investment and enhance competitiveness in international markets [2] Platform Dynamics - Temu has significantly reduced prices in the U.S. market, with an average decrease of 18% for 24 popular items since April, as part of its strategy to regain market share [3][4] - Ozon plans to increase sales commissions for sellers using its official fulfillment model starting September 25, 2025, with an average increase of 1.75% across most categories [4] - Amazon's Prime Big Deal Days are scheduled for October 7-8, 2025, marking the start of the holiday shopping season [5] - Amazon, Temu, and Shein have seen significant user growth in Australia, with Temu's sales increasing from 1.6 billion to 2.6 billion AUD [6] - Temu's UK revenue for FY2024 reached approximately $63.3 million, nearly doubling from the previous year, despite operational losses [6] E-commerce Market Trends - AliExpress remains the largest Chinese e-commerce platform in Europe, with an average of 190 million users from February to July [7] - Trendyol aims for $6 billion in exports by 2028, while Noon is enhancing its financial services and logistics capabilities [8] Policy Developments - Mexico, the U.S., and Canada have agreed to continue executing the USMCA, with a public consultation process for its first revision starting [19] - The Philippines has mandated that all e-commerce businesses obtain a government-issued Trustmark by September 30, 2025, to ensure compliance with national standards [19]
巴西投资340万雷亚尔推动电商发展；TikTok美国出售期限第四次被延长；京东物流“杀入”美国尾程配送市场｜一周出海参考