跨境电商全球“扫雷”｜TMT年度盘点

Core Insights - The TMT industry in 2025 is characterized by rapid technological advancements and a shift towards compliance and localization, with companies needing to adapt to survive [2][3][4] Group 1: Industry Trends - The cross-border e-commerce sector is transitioning from a low-price model to one focused on high cost-performance certainty, driven by changing buyer expectations and regulatory pressures [3][4] - Compliance has become a fundamental requirement, with new tariffs and regulations being implemented in major markets like the US and EU, impacting platforms such as AliExpress and SHEIN [4][5] - The total import and export volume of China's foreign trade reached 45.47 trillion yuan in 2025, marking a 3.8% increase, with significant growth in exports of green products [5] Group 2: Localization and Compliance - Platforms like Alibaba International Station and Temu are adopting semi-managed models to assist merchants with logistics, tax compliance, and after-sales services, emphasizing the importance of localization [6][7] - Localization is identified as a critical competitive focus, requiring integration into local supply chains and talent networks rather than mere translation [7][8] Group 3: AI Integration - AI is reshaping productivity in the cross-border e-commerce sector, enabling businesses to overcome language barriers and streamline operations without the need for expensive multilingual staff [8][9] - The integration of generative AI across various business functions is enhancing efficiency and allowing small enterprises to connect with global buyers more effectively [9][10]