出口增长6.6%，跨境电商2.06万亿

Core Insights - Cross-border e-commerce has emerged as a trillion-dollar market, with China's import and export scale reaching 2.06 trillion yuan in the first three quarters of this year, marking a year-on-year growth of 6.4% [1][2] - The export performance is particularly strong, with a growth rate of 6.6%, amounting to approximately 1.63 trillion yuan [1][2] - The resilience and vitality of this emerging sector are evident, especially in the context of global economic uncertainties [1] Trade Dynamics - In the first three quarters, cross-border e-commerce exports reached 1.63 trillion yuan, growing by 6.6%, while imports totaled 425.54 billion yuan, increasing by 5.9% [2] - In the first half of the year, the total import and export value was 1.37 trillion yuan, with a year-on-year growth of 10.3%, accounting for 6.3% of China's total import and export value [2] - Major export categories include apparel, jewelry, digital products, and home appliances, while imports mainly consist of beauty products, food, and healthcare items [2] Industry Development - The "cross-border e-commerce + industrial belt" model has shown significant results, with key export regions including Guangdong, Zhejiang, Fujian, Jiangsu, and Henan [3] - Zhengzhou Airport has signed multiple cross-border e-commerce projects, indicating strong growth in the sector, with a 55.6% year-on-year increase in business volume [3] Policy Support - Customs has implemented reforms to support high-quality development in cross-border e-commerce, including pilot programs for "inspection before shipment" and simplified export declaration procedures [4][5] - The introduction of electronic tax payment systems has streamlined the tax process for cross-border e-commerce companies [4] Industry Clusters - The growth of cross-border e-commerce is fostering the development of related industry clusters, with significant events like the 2025 Cross-Border Industry Cluster Development Conference highlighting this trend [6] - The focus is on integrating design and service stations to enhance the entire cross-border e-commerce supply chain [6] Logistics and Competition - Logistics companies play a crucial role in the cross-border e-commerce supply chain, with firms like Tuowei Tianhai leading in large-item logistics [7] - The company plans to enhance its logistics services by integrating domestic and international warehousing with localized delivery systems [7] Future Outlook - The customs authority aims to continue improving regulatory frameworks and facilitating smoother customs processes for cross-border e-commerce [8] - Local governments are also introducing supportive policies, with incentives for businesses that could reach up to 5 million yuan [9] - The integration of domestic industrial advantages with digital trade is reshaping China's foreign trade competitive landscape [9]