Investment Rating - The report indicates a positive outlook for the cross-border e-commerce industry, highlighting strong government support and market potential for growth. Core Insights - The cross-border e-commerce sector in China has seen continuous expansion, with import and export scale reaching 2.38 trillion yuan in 2023, a year-on-year increase of 15.6%. The first quarter of 2024 recorded a scale of 0.58 trillion yuan, growing by 9.6% year-on-year, indicating significant potential in international trade [6][7][9]. Policy Highlights - The State Council approved the "Opinions on Expanding Cross-Border E-Commerce Exports and Promoting Overseas Warehouse Construction," which aims to support the growth of cross-border e-commerce and optimize foreign trade structure [6][7]. - The "Guidelines for Improving Supply Chain Management Levels of Manufacturing Enterprises" were released, encouraging enterprises to plan for overseas warehouse construction to reduce international logistics costs [10][11]. - Ningbo Customs introduced 18 measures to facilitate cross-border trade, focusing on enhancing customs efficiency and optimizing the business environment [10][11]. - Qingdao has launched a special action plan to promote cross-border trade facilitation, aiming to establish itself as a benchmark city in this regard [12]. Key Events - The establishment of the Chongqing Cross-Border E-Commerce Association aims to enhance communication between government and enterprises, optimizing the business environment for cross-border e-commerce [13][14]. - The first TIR (International Road Transport) collection center in Xinjiang was established, which is expected to reduce customs clearance time by over 30% and transportation costs by 15% [16]. - The opening of the Longchuangtong Cross-Border E-Commerce Industrial Park in Huailai County is set to promote local enterprises' integration into the global trade system [17]. - The signing of the 30 billion yuan cross-border e-commerce project by the China-Singapore Yuanrui in Kunshan aims to create a one-stop solution for cross-border e-commerce businesses [18][19]. Key Companies - Amazon launched the "2024 Export Cross-Border Logistics Accelerator Program" to enhance logistics services for Chinese sellers [24]. - TikTok Shop introduced new regulations for cross-border products, particularly for battery-powered items, to ensure compliance and improve consumer experience [27]. - Shopee Brazil launched the Shopee Alliance Marketing program to enhance promotional efforts through third-party partners and KOLs [30]. - Alibaba's OKKI AI was upgraded to assist small and medium-sized foreign trade enterprises in managing customer relationships and marketing [32].
跨境电商行业周刊:政策重视并支持跨境电商发展,加快释放市场潜力
Zhi Yan Zi Xun·2024-06-03 05:52