Amazon(US:AMZN) Cai Jing Wang·2025-12-10 05:55Core Insights - Amazon Global Selling launched the "Next Generation Global Selling" initiative aimed at empowering cross-border e-commerce businesses to unlock global opportunities efficiently from local warehouses to global customers, marking a new development phase for sellers [1][2] Group 1: Strategic Focus and Innovations - The initiative focuses on four strategic priorities for 2026: "AI-driven innovation," "expanding new territories," "intelligent supply chain," and "local support for cross-border futures," with over 40 specific innovative measures announced to assist Chinese export e-commerce businesses [2] - Amazon's new "Cross-border Selling" program allows sellers to list products at competitive prices across global Amazon sites, with Amazon handling direct cross-border delivery [4] - The "Next Generation Global Selling" encompasses three phases: "Global Launch," "Global Optimization," and "Global Deepening," each designed to streamline the sales process and enhance seller capabilities [3][5] Group 2: Supply Chain and Logistics Enhancements - Amazon introduced the "Fulfill From Origin" (FFO) service, enabling sellers to stock products at their source warehouses for global sales, with Amazon managing the international delivery [4] - The company announced the establishment of the first Global Warehouse Distribution (GWD) center in Shenzhen, set to open in March 2026, enhancing logistics capabilities [5] - Amazon's logistics network will expand to include new routes from Vietnam to the U.S., with plans to further extend to Canada and Australia by 2026 [6] Group 3: AI Integration and Seller Support - The "Next Generation Global Selling" leverages AI technology across various e-commerce processes, with the introduction of the Agentic AI innovation and a new seller platform designed to simplify business management [7][8] - The upgraded Seller Assistant will integrate features like the Global Expansion Explorer, providing insights and recommendations for sellers to optimize their global operations [8][9] - Amazon has developed over 1,000 AI tools to enhance seller efficiency, with a focus on improving data analysis capabilities in cross-border e-commerce [9] Group 4: Market Opportunities and Growth - Amazon's global expansion includes over 20 international sites open to Chinese sellers, with initiatives to lower costs and enhance profitability for sellers in various regions [10] - The company reported significant sales growth for Chinese sellers, with sales in mature markets increasing by over 15% and in emerging markets by over 30% in 2025 [10] - The Amazon Haul program has expanded to 26 countries, significantly increasing product selection and providing new sales opportunities for sellers [11] Group 5: Localized Support and Innovation - Amazon's dual strategy of "global innovation + local services" has led to steady growth for Chinese sellers, with a nearly 25% increase in new product listings year-over-year [12][13] - The establishment of the Asia-Pacific Innovation Center has facilitated numerous events and interactions, fostering innovation among sellers [13]