跨境电商赛道升温 多家上市公司加码海外市场

Core Insights - Cross-border e-commerce is playing an increasingly critical role in the high-quality development of foreign trade, with projections indicating that by 2025, China's cross-border e-commerce imports and exports will reach 2.75 trillion yuan, a 69.7% increase from 2020 [1] Group 1: Industry Growth and Policy Support - The growth of cross-border e-commerce is supported by innovative breakthroughs in trade models, operational forms, and service systems [1] - Recent favorable policies include the establishment of comprehensive pilot zones for cross-border e-commerce in 15 cities, which will implement tax exemptions and support for overseas warehouse construction [1] - The implementation of electronic data verification for export tax refund certificates starting January 1, 2026, aims to optimize the business environment for cross-border trade [2] Group 2: Market Dynamics and Strategic Developments - The Regional Comprehensive Economic Partnership (RCEP) has provided tariff reductions that enhance the ability of Zhejiang enterprises to integrate into regional supply chains and expand overseas markets, with 295,000 certificates of origin issued since RCEP's implementation, corresponding to 80.69 billion yuan in export value [2] - The cross-border e-commerce sector is entering a mature phase characterized by a dual focus on efficiency and brand development, with technology and brand expansion expected to drive future growth [2] Group 3: Company Strategies and Performance - Companies are increasingly focusing on brand transformation to address homogenization in the cross-border e-commerce market, with firms like Hangzhou Juxing Technology forecasting a net profit of 2.419 to 2.764 billion yuan for 2025, representing a year-on-year growth of 5% to 20% [3] - Zhejiang China Commodity City Group has signed a strategic investment agreement with the African B2B platform Egatee to enhance digital trade channels between China and Africa, leveraging its supply chain advantages [3] - Localized strategies are becoming essential for companies to reduce costs and improve efficiency, with firms like Lekai Ergonomics launching overseas warehouse initiatives to enhance logistics and operational efficiency [4] Group 4: Future Trends and Market Opportunities - The cross-border e-commerce industry is transitioning from scale to refinement, with growth opportunities expected in Southeast Asia and high-value product categories [4] - Companies with strong brand identities and global resource allocation capabilities are likely to expand their market share and contribute to the continued growth of China's foreign trade [4]