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 companies as they adapt to the changing landscape of tax policies and consumer preferences [1][5]. Group 1: Market Growth and Potential - 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 potentially reaching $240 billion by 2027 [2]. - Major Russian e-commerce platforms like Ozon, Wildberries, and Yandex.Market are actively recruiting Chinese brands and sellers, transforming cross-border business from an option to a core consumer habit [2][3]. - Chinese sellers have experienced substantial growth, with transaction volumes increasing by 60 times from Q4 2022 to Q4 2025, and a projected 2.5 times increase in transaction volume by 2025 [2][3]. Group 2: Factors Driving Growth - The exit of many Western brands from Russia has created a market vacuum, allowing Chinese fast-moving consumer goods and daily necessities to fill the gap [4]. - The development of online shopping habits among Russian consumers, coupled with the proactive expansion of Russian e-commerce platforms into China, has lowered barriers for Chinese sellers [4]. - The combination of China's supply chain advantages, the explosive growth of the Russian e-commerce market, and the expansion of Russian platforms in China forms a "golden triangle" for Chinese brands entering Russia [4]. Group 3: Regulatory Changes and Compliance - The end of the "tax-free" era for cross-border small packages is approaching, with Russia planning to gradually reduce the tax exemption for packages under €200 starting in 2026, leading to potential challenges for some Chinese sellers [5][6]. - Compliance will become a critical focus for Chinese sellers, as the market shifts towards more regulated operations, moving away from previous "gray" logistics practices [6]. Group 4: Brand Transformation and AI Integration - A shift from low-cost distribution to brand-focused strategies is essential for Chinese sellers in the Russian market, as they aim to build localized brands that resonate with Russian consumers [7][8]. - The increasing preference for Chinese brands among Russian consumers, particularly in urban areas, highlights the importance of brand loyalty and effective marketing strategies [7][8]. - The integration of AI tools in cross-border e-commerce operations is expected to enhance efficiency in product selection, market analysis, and customer engagement, marking a significant trend for future development [8].