2 1 Shi Ji Jing Ji Bao Dao·2025-10-23 06:15Core Insights - The cross-border e-commerce industry is undergoing a significant compliance transformation, moving away from its previous "wild growth" phase towards a more regulated environment [2][3][7]. Group 1: Regulatory Changes - Amazon has announced it will report Chinese sellers' identity and income information to tax authorities quarterly, with the first report due by October 31, covering transactions from July to September 2025 [1][5]. - Other major platforms like AliExpress and SHEIN have also initiated similar tax information reporting processes [1][6]. - The regulatory framework was established by the State Council's 2025 regulations, which extend reporting obligations to all foreign internet platforms serving Chinese operators [4][5]. Group 2: Industry Impact - The compliance requirements are expected to significantly impact cross-border e-commerce sellers, particularly smaller businesses that have historically operated in a gray area regarding tax compliance [3][7]. - The new regulations will likely lead to increased operational costs for sellers, including direct tax payments and indirect costs related to system upgrades and compliance measures [7][8]. - The industry is anticipated to experience a reshuffling, as non-compliant sellers may be pushed out, creating more market space for compliant businesses [8][9]. Group 3: Future Outlook - The cross-border e-commerce sector is expected to evolve into a resource-intensive, capital-intensive, and talent-intensive industry, indicating a shift towards high-quality development [9]. - Compliance will become a core competitive advantage, with businesses needing to focus on product innovation, brand building, supply chain management, and customer service to thrive in the new regulatory landscape [8][9].