跨境电商行业周刊：物流、支付等配套设施持续完善，跨境电商市场扩容

Investment Rating - The report does not explicitly provide an investment rating for the cross-border e-commerce industry. Core Insights - The cross-border e-commerce market is expanding due to continuous improvements in logistics and payment infrastructure, supported by favorable policies and increasing trade volumes [1][3][4]. Policy Developments - The Shanghai Port has implemented measures to enhance cross-border trade facilitation, including 34 specific actions aimed at improving customs efficiency and reducing costs [3][4]. - The State Administration of Foreign Exchange has introduced new regulations to optimize trade foreign exchange management, which will benefit foreign trade enterprises [7]. Market Performance - In Q1 2024, China's cross-border e-commerce import and export volume reached 577.6 billion yuan, a year-on-year increase of 9.6%, with exports growing by 14% [7]. - The total import and export volume of Shanghai in 2023 was 31,115.48 billion yuan and 46,230.88 billion yuan respectively, indicating robust growth [3][4]. Key Events - The fourth China-France Cross-Border E-commerce Forum was held in Paris, focusing on enhancing cooperation between Chinese and French enterprises in the e-commerce sector [8]. - A cross-border e-commerce compliance development initiative was launched to promote healthy industry growth, addressing various aspects such as consumer rights and quality assurance [9]. Notable Companies - EDA Group, known as the "first overseas warehouse stock," successfully listed on the Hong Kong Stock Exchange, raising approximately 2.226 billion HKD to enhance its global logistics network [25]. - ZTO Express's subsidiary, ZTO Digital, is set to launch cross-border payment services, integrating existing payment channels to cater to market demands [23]. Logistics Innovations - A new cross-border multimodal transport service from Lianyungang to Almaty has been initiated, enhancing logistics capabilities for cross-border trade [17]. - SF Express has signed a strategic cooperation agreement with Thailand's Siam Jewelry Group to establish a new cross-border direct mail model [20]. Technology Advancements - Zhuhai has launched its first locally developed AI model, ArkModel, which aims to provide specialized services for cross-border e-commerce enterprises [15][16].