创业邦·2025-04-06 10:20Core Insights - The article discusses significant events in the international business landscape, particularly focusing on companies like TikTok, Temu, Alibaba, and Didi, as well as changes in trade policies affecting these companies [2][3]. TikTok Developments - The U.S. government has postponed the TikTok ban for an additional 75 days, with plans to establish "TikTok America," where 50% of the company will be owned by U.S. investors and ByteDance will hold 19.9% [5][7]. - TikTok will shut down its photo-sharing app, TikTok Notes, on May 8, redirecting users to its sister app, Lemon8, due to insufficient user support [8][11]. - TikTok's revenue outside China reached $36 billion in 2024, with the U.S. accounting for approximately one-third of this revenue [7]. Temu's Expansion - Temu has launched a semi-managed model in Malaysia, marking its second site in Southeast Asia, following its initial launch in the Philippines [13][14]. - The company aims to enhance logistics efficiency through partnerships with DHL and Maldives Post, adapting to market conditions [14]. Alibaba's Strategic Moves - Alibaba plans to acquire shares in HHO, a company founded by DingTalk's creator, Chen Hang, who will return as CEO of DingTalk post-acquisition [19]. - The new platform "Global Selling" by AliExpress aims to assist South Korean SMEs in exporting products to international markets, initially connecting them with consumers in the U.S., Spain, France, and Japan [15]. Didi's Business Resurgence - Didi is rebranding its Brazilian food delivery service as "99 Food," aiming to leverage its existing user base of 50 million and 700,000 active riders [21][23]. - Didi's international operations span 14 countries, with a reported order volume of 3.613 billion and a total transaction value of 91.3 billion yuan in 2024, reflecting significant growth [23]. Trade Policy Changes - China announced a 34% tariff on all imports from the U.S., effective April 10, 2025, alongside other trade restrictions [18]. - The U.S. has officially canceled the $800 de minimis exemption for low-value imports from China, which will require a 30% tariff or a flat fee starting May 2, 2025 [31][34]. Market Trends - Taobao's downloads surged by 400% in Malaysia, indicating a growing interest among local consumers following the launch of its English version [24][26]. - Bawang Tea's first store in Indonesia opened amid preparations for an IPO, with plans to expand significantly across Southeast Asia [27][29]. E-commerce Developments - Coupang is enhancing its presence in the premium fresh food market in South Korea, responding to competition from local and international players [42][44]. - The overseas direct purchase rate among South Korean online shoppers increased from 20% to 34% due to the entry of Chinese e-commerce platforms [45].