行业洞察丨中俄跨境电商迎来发展契机 合规化、品牌化、智能化将成未来趋势

Core Insights - The Russian cross-border e-commerce market is rapidly developing, becoming a new growth area for Chinese sellers and businesses [1][2] - The removal of small parcel tax exemptions will lead to a shift towards compliance, branding, and intelligence in the industry [5][6] Market Growth - The Russian e-commerce market has shown significant growth, with projections estimating a market size of $121 billion in 2024, $165 billion in 2025, and $240 billion by 2027 [2] - The penetration rate of e-commerce in Russia is expected to reach levels seen in mature markets by 2027 [2] - Major Russian e-commerce platforms like Ozon, Wildberries, and Yandex.Market are actively recruiting Chinese brands and sellers [2][4] Chinese Seller Performance - Chinese sellers have seen a dramatic increase in transaction volumes, with a reported growth of 60 times from Q4 2022 to Q4 2025 [2][3] - In Q3 2025, the transaction volume from Chinese sellers is expected to grow over four times year-on-year [3] - The average daily order volume from Chinese sellers is projected to exceed 2 million by 2025 [2] Logistics and Supply Chain - Cross-border logistics is a critical component of the e-commerce business, with significant growth in logistics services supporting the Russian e-commerce market [3] - A logistics company serving Ozon reported revenues of approximately 40 million yuan in 2023, expected to rise to 2.4 billion yuan in 2024 and nearly 1 billion yuan in 2025 [3] Market Dynamics - The exit of many Western brands from Russia has created a market gap that Chinese fast-moving consumer goods and daily necessities are quickly filling [4] - The shift towards online shopping among Russian consumers is driving the growth of e-commerce platforms [4] - The "golden triangle" for Chinese brands entering Russia consists of supply chain advantages, the explosive growth of the Russian e-commerce market, and the expansion of Russian platforms into China [4] Compliance and Future Trends - The end of the small parcel tax exemption will challenge certain types of Chinese sellers, particularly those without established supply chains [5][6] - Compliance will become a major trend in cross-border e-commerce, with a focus on local operations and user experience [6] - The transition from a "wild growth" phase to a more regulated environment is anticipated, with an emphasis on overseas warehouse shipping [6] Branding and AI Integration - Brand transformation is becoming essential for Chinese sellers in the Russian market, moving from low-cost strategies to building localized brands [7][8] - The increasing preference for Chinese brands among Russian consumers is evident, with a growing loyalty and willingness to pay premium prices [7] - AI tools are being increasingly utilized by Chinese sellers for various operational tasks, indicating a trend towards AI integration in cross-border e-commerce [8]