Amazon(US:AMZN) 财富FORTUNE·2025-12-05 13:05Core Insights - The article discusses Amazon's strategic decision 25 years ago to allow third-party sellers on its platform, which has significantly transformed the retail industry and contributed to over $2.5 trillion in sales from these sellers [1] - Over 60% of products sold on Amazon now come from third-party sellers, highlighting the platform's evolution into a comprehensive online marketplace [1] - The article emphasizes the growth of Chinese sellers on Amazon, with sales in mature markets increasing by over 15% and in emerging markets by over 30% since 2025 [3] Group 1: Amazon's Marketplace Evolution - Amazon's introduction of third-party sellers has allowed for rapid expansion of product variety and price competitiveness, while also generating additional revenue through commissions [1] - The platform has created significant opportunities for sellers globally, with over 60% of products now sourced from third-party vendors [1] - The sales generated by third-party sellers have contributed to a transformative impact on the retail landscape [1] Group 2: Growth of Chinese Sellers - Since 2025, Chinese sellers have sold billions of items through Amazon, with notable sales growth in both mature and emerging markets [3] - The number of Chinese sellers achieving sales over $2 million, $5 million, and $8 million has increased by over 20%, while those surpassing $10 million have seen a nearly 30% growth [3] Group 3: Next Generation Global Selling - Amazon's "Next Generation Global Selling" initiative aims to empower cross-border e-commerce by enabling sellers to reach global customers directly from local warehouses [5][7] - The initiative includes leveraging AI to enhance efficiency in the cross-border selling process, allowing sellers to unlock global opportunities from day one [5][7] Group 4: AI and Seller Support - Amazon is investing in AI and machine learning to improve the seller experience, including tools that automate product information creation, which can save sellers significant time and effort [8][9] - The introduction of the "Seller Assistant" tool provides personalized support to sellers, helping them optimize their business strategies based on consumer behavior insights [11] Group 5: Supply Chain and Logistics - Amazon's logistics services, including Fulfillment by Amazon (FBA), have facilitated the delivery of over 800 billion products, significantly enhancing supply chain reliability for sellers [12] - The company is expanding its global logistics capabilities to provide end-to-end supply chain solutions, addressing challenges such as customs clearance and inventory management [13]