德国将征收小包裹税；拼多多：全球化业务存在不确定性丨出海周报

Group 1: Market Opportunities - Southeast Asia, Africa, and the Middle East are identified as the most promising markets for Chinese companies in the next three years [1] - The construction and engineering sector shows the highest optimism for Southeast Asia, with 71% of respondents expressing positive outlooks [1] - Healthcare (67%) and information technology and software (65%) sectors also demonstrate strong interest in Southeast Asia [1] - Retail e-commerce (63%) is strategically focusing on the Latin American market, while energy and utilities companies are paying attention to the Middle East and Central Asia (approximately 30% each) [1] Group 2: Trade Statistics - Shenzhen's total import and export volume reached 3.74 trillion yuan in the first ten months, a slight decrease of 0.2% year-on-year, maintaining its position as the leading city in mainland China [2] - Imports amounted to 1.47 trillion yuan, reflecting a year-on-year increase of 6.8%, while exports totaled 2.27 trillion yuan, showing a decline of 4.3% [2] Group 3: Regulatory Changes - A new regulation from multiple Chinese departments will enhance management of second-hand vehicle exports, requiring additional documentation for vehicles registered less than 180 days before export starting January 1, 2026 [3] Group 4: E-commerce Developments - Germany will impose a 23% VAT on all cross-border e-commerce small packages from China starting November 24, 2025, eliminating the previous exemption for goods valued under 22 euros [4] - Pinduoduo's CEO acknowledged the uncertainties in global business operations due to changing regulatory policies across different countries [5] - Alibaba International Station launched an AI Mode to automate cross-border e-commerce procurement processes for global SMEs [6] - AliExpress Brazil set a record for single-day sales on November 11, surpassing competitors and achieving three times the sales compared to the August promotion [7] Group 5: Environmental Initiatives - Didi's Brazilian platform 99 has expanded its electric vehicle services to five major cities, with over 30,000 electric and hybrid vehicles registered, significantly reducing carbon emissions [11] Group 6: Financial Performance - Walmart reported third-quarter revenue of $179.5 billion, a year-on-year increase of 5.8%, driven by strong e-commerce growth in both the U.S. (28%) and international markets (26%) [12] - The company raised its full-year sales growth guidance to 4.8%-5.1% [12] Group 7: Logistics Expansion - Cainiao has launched a cross-border small package service to Africa, initially covering eight countries and planning to expand to South Africa and Egypt by the end of December [13]